RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
REGENTS PARK FUNDS, LLC
RIAIRVINE, CA
AUM $433MTEAM 7REPS 2
LIGHTSPEED FACTION
RIAPALO ALTO, CA
AUM $433MTEAM 8REPS 2
LISANTI CAPITAL GROWTH LLC
RIANew York, NY
AUM $432MTEAM 4REPS 3
ENGAGED CAPITAL
RIANEWPORT BEACH, CA
AUM $432MTEAM 11REPS 7
THIRD NORTH CAPITAL LP
RIANew York, NY
AUM $432MTEAM 5REPS 2
TRED AVON FAMILY WEALTH, LLC
RIAEASTON, MD
AUM $432MTEAM 3REPS 3
HEITMAN INTERNATIONAL HK LIMITED
RIACentral Hong Kong
AUM $432MTEAM 123REPS 5
ARGENTARII, LLC
RIACINCINNATI, OH
AUM $432MTEAM 10REPS 6
MUSIC ROW WEALTH MANAGEMENT
RIANASHVILLE, TN
AUM $432MTEAM 5REPS 4
TRICORD ADVISORS, INC.
RIARiverside, CA
AUM $432MTEAM 5REPS 6
INTERMARKET CORPORATION
RIANew York, NY
AUM $432MTEAM 8REPS 3
FOREWORD CAPITAL, LP
RIASAN FRANCISCO, CA
AUM $431MTEAM 9REPS 3
NBZ INVESTMENT ADVISORS, LLC
RIAKNOXVILLE, TN
AUM $431MTEAM 7REPS 8
ETF Portfolio Partners, Inc.
RIALEAWOOD, KS
AUM $431MTEAM 8REPS 5
PROSPECT FINANCIAL SERVICES LLC
RIAMELVILLE, NY
AUM $431MTEAM 12REPS 11
MWM GROUP LLC
RIACEDARHURST, NY
AUM $431MTEAM 4REPS 3
REPUBLIC CAPITAL
RIANew York, NY
AUM $431MTEAM 6REPS 3
CAUSEY PUBLIC FINANCE
RIAAUM $431MTEAM 16REPS 5
CUTLER CAPITAL MANAGEMENT
RIAWORCESTER, MA
AUM $431MTEAM 9REPS 3
STEADMONT ADVISORS, LLC
RIABirmingham, AL
AUM $431MTEAM 5REPS 4
ARROWROOT FAMILY OFFICE, LLC
RIAMARINA DEL REY, CA
AUM $431MTEAM 18REPS 16
WHITE PINE CAPITAL LLC
RIABLOOMINGTON, MN
AUM $431MTEAM 7REPS 4
SWMG, LLC
RIAFORT WORTH, TX
AUM $430MTEAM 19REPS 7
CASTLE WEALTH MANAGEMENT
RIABOYNTON BEACH, FL
AUM $430MTEAM 6REPS 7
Other AUM ranges
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