RIAs: $100M – $500M AUM
7,773 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SAS Financial Advisors, LLC
RIASan Francisco, CA
AUM $167MTEAM 8REPS 5
Cornerstone Financial Management LLC
RIABurlington, MA
AUM $167MTEAM 7REPS 4
Aldebaran Capital, LLC
RIACarmel, IN
AUM $167MTEAM 2REPS 6
8th Street Investments, LLC
RIAAlexandria, VA
AUM $167MTEAM 3REPS 2
P.A.W. Capital Partners, LP
RIAGreenwich, CT
AUM $167MTEAM 3REPS 2
Winthrop Square Capital, L.P.
RIABoston, MA
AUM $167MTEAM 4REPS 3
Strategic Financial Management, LLC
RIAAUM $167MTEAM 3REPS 2
Mcdonnell Capital Management
RIAFrankfort, IL
AUM $167MTEAM 3REPS 2
Totem Macro Asset Management LP
RIANew York, NY
AUM $167MTEAM 7REPS 3
J.P. Capital Management, Inc.
RIAEugene, OR
AUM $167MTEAM 1REPS 1
Capital Gains Incorporated
RIANiles, IL
AUM $167MTEAM 3REPS 1
Bishop Street Capital Management
RIAHonolulu, HI
AUM $166MTEAM 8REPS 3
Epic Funds
RIAManhattan Beach, CA
AUM $166MTEAM 5REPS 4
Skybound Wealth USA
RIAHouston, TX
AUM $166MTEAM 6REPS 13
Hunter Street Investment Advisors LLC
RIAApex, NC
AUM $166MTEAM 8REPS 7
Conway Partners
RIAAUM $166MTEAM 2REPS 2
TR Capital Management, LLC
RIARockville Center, NY
AUM $166MTEAM 8REPS 2
Great Lakes Wealth, LLC
RIANorthville, MI
AUM $166MTEAM 9REPS 1
AFG Fiduciary Services Limited Partnership
RIAHingham, MA
AUM $166MTEAM 3REPS 3
Retirement Resources, LLC
RIAAuburn Hills, MI
AUM $166MTEAM 3REPS 4
Participant Capital
RIAMiami, FL
AUM $166MTEAM 9REPS 3
Strong Retirement Solutions
RIAAUM $166MTEAM 8REPS 7
V29 Capital Management, LLC
RIAAUM $166MTEAM 2REPS 2
Anchor Health Capital, LLC
RIAChattanooga, TN
AUM $166MTEAM 8REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?