RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
BLACK DIAMOND FINANCIAL, LLC
RIAAUM $441MTEAM 2REPS 2
COHERE CAPITAL
RIABOSTON, MA
AUM $441MTEAM 7REPS 2
AG ASSET ADVISORY, LLC
RIALos Angeles, CA
AUM $440MTEAM 3REPS 2
BOREALIS STRATEGIC CAPITAL PARTNERS, LP
RIACHICAGO, IL
AUM $440MTEAM 6REPS 3
TOWER WEALTH PARTNERS
RIALEWISBURG, PA
AUM $440MTEAM 9REPS 3
INVESTMENT MANAGEMENT CONSULTANTS
RIALAS VEGAS, NV
AUM $440MTEAM 2REPS 2
BURFORD BROTHERS, INC.
RIADALLAS, TX
AUM $440MTEAM 4REPS 6
PRIMESOLUTIONS ADVISORS, LLC
RIAPITTSBURGH, PA
AUM $440MTEAM 2REPS 1
TIND ASSET MANAGEMENT
RIAOSLO
AUM $440MTEAM 6REPS 6
BLUESTONE EQUITY PARTNERS
RIANew York, NY
AUM $440MTEAM 9REPS 3
VANTUS WEALTH
RIALANCASTER, PA
AUM $440MTEAM 15REPS 6
COLLWICK FUNDS GP, LLC
RIACharlotte, NC
AUM $440MTEAM 4REPS 3
THE MOORINGS GROUP, LLC
RIAAUM $440MTEAM 2REPS 2
BILTMORE WEALTH MANAGEMENT, LLC
RIATEMPE, AZ
AUM $440MTEAM 4REPS 3
BRANSON FOWLKES & CO INC
RIAHOUSTON, TX
AUM $439MTEAM 7REPS 7
OSTERWEIS CAPITAL MANAGEMENT
RIASAN FRANCISCO, CA
AUM $439MTEAM 66REPS 14
BATES FINANCIAL ADVISORS, INC.
RIAROCKFORD, IL
AUM $439MTEAM 5REPS 4
GROUNDFORCE CAPITAL MANAGEMENT, LLC
RIAMILL VALLEY, CA
AUM $439MTEAM 10REPS 4
FORTRESS WEALTH GROUP
RIAWINTER PARK, FL
AUM $439MTEAM 14REPS 6
SPIVAK ASSET MANAGEMENT, LLC
RIAAVON, CT
AUM $439MTEAM 1REPS 1
BARCA CAPITAL, LLC
RIAWEST NEWTON, MA
AUM $439MTEAM 3REPS 2
SIMPLYRICH
RIAAUM $439MTEAM 2REPS 2
TA CAPITAL MANAGEMENT, LLC
RIASEWELL, NJ
AUM $439MTEAM 4REPS 4
GABLES CAPITAL MANAGEMENT, INC.
RIAMIAMI, FL
AUM $439MTEAM 8REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?