RIAs: $100M – $500M AUM
7,728 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
North Island Ventures
RIANew York, NY
AUM $441MTEAM 9REPS 5
Ardan Equity Partners, LLC
RIAWest Palm Beach, FL
AUM $441MTEAM 6REPS 2
Rise Advisors, LLC
RIARochester, NY
AUM $441MTEAM 9REPS 7
Owls Nest Partners
RIAChadds Ford, PA
AUM $441MTEAM 10REPS 5
Tourmalet Advisors, LP
RIAFairfield, CT
AUM $441MTEAM 2REPS 2
Bishop & Company Investment Management, LLC
RIAErie, PA
AUM $441MTEAM 3REPS 2
Sage Private Wealth Group, LLC
RIAOakbrook Terrace, IL
AUM $441MTEAM 15REPS 12
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 5
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 5
Other AUM ranges
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