RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Brooktree Capital Management Inc.
RIAGrand Rapids, MI
AUM $139MTEAM 2REPS 2
MFG Wealth Management, Inc.
RIAIndianapolis, IN
AUM $139MTEAM 4REPS 4
Advantage Investing, Inc.
RIACoral Gables, FL
AUM $139MTEAM 2REPS 3
Blair Hall Advisors, LLC
RIAAUM $139MTEAM 2REPS 2
Saratoga Capital Management, LLC
RIAAvondale, AZ
AUM $139MTEAM 4REPS 4
Wisdom Wealth Investment Advisors LLC
RIAPhoenix, AZ
AUM $139MTEAM 2REPS 2
Broussard Financial Group, LLC
RIAKaplan, LA
AUM $139MTEAM 2REPS 1
Pennantpark Private Income Fund Advisers LLC
RIAMiami Beach, FL
AUM $139MTEAM 91REPS 4
Dorato Capital Management
RIAAUM $139MTEAM 3REPS 3
Metanoia Financial, LLC
RIAAUM $139MTEAM 3REPS 1
Howland And Associates, LLC
RIASt Petersburg, FL
AUM $139MTEAM 5REPS 4
Revere Capital Management LP
RIADallas, TX
AUM $139MTEAM 29REPS 2
Marchand Faries Financial Management, Inc.
RIAAUM $139MTEAM 4REPS 4
Wynwood Capital, LLC
RIAAUM $139MTEAM 1REPS 1
Strategic Probability Partners, LLC
RIAAUM $139MTEAM 2REPS 2
Hull Wealth Management
RIAMurfreesboro, TN
AUM $139MTEAM 3REPS 2
Constantine Barry Asset Management (Cbam)
RIANew York, NY
AUM $139MTEAM 2REPS 2
Centerstar Asset Management, LLC
RIAChicago, IL
AUM $139MTEAM 8REPS 2
Centerpiece Wealth Advisor
RIAGreenwood Village, CO
AUM $139MTEAM 2REPS 2
TKC Wealth Management LLC
RIADallas, TX
AUM $139MTEAM 6REPS 5
Stone Loft Wealth Management LLC
RIAAUM $139MTEAM 2REPS 1
The Wealth Conservatory
RIALebanon, NH
AUM $138MTEAM 4REPS 3
Blueprint Wealth Management
RIAAUM $138MTEAM 1REPS 1
SWP Investment Management LLC
RIAIndependence, OH
AUM $138MTEAM 5REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?