RIAs: $100M – $500M AUM
7,656 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Courant Investment Management LLC
RIAAUM $133MTEAM 1REPS 1
Certified Financial Strategies Corporation
RIADallas, TX
AUM $133MTEAM 2REPS 2
Hayes Wealth Advisors, LLC
RIAAUM $133MTEAM 3REPS 4
Lifecapital Partners LLC
RIANew York, NY
AUM $133MTEAM 4REPS 3
Double Eagle Capital Management LP
RIASouthlake, TX
AUM $133MTEAM 2REPS 2
Palisade Wealth Management
RIADraper, UT
AUM $133MTEAM 3REPS 3
Kanos Capital Management, LLC
RIAHouston, TX
AUM $133MTEAM 3REPS 2
Acadia Legacy Group
RIAClive, IA
AUM $133MTEAM 4REPS 1
Quantify Funds
RIAAUM $133MTEAM 4REPS 3
The Hajdari Group, LLC
RIAStaten Island, NY
AUM $133MTEAM 2REPS 1
Blackgold Capital Management LP
RIAHouston, TX
AUM $133MTEAM 4REPS 3
Grimaldi Portfolio Solutions, Inc
RIAWappingers Falls, NY
AUM $133MTEAM 4REPS 3
Fletcher Financial Group
RIAWest Monroe, LA
AUM $133MTEAM 5REPS 3
Structural Solutions LLC
RIAChapel Hill, NC
AUM $133MTEAM 3REPS 2
Southeast Financial Advisors
RIAGreenville, SC
AUM $133MTEAM 2REPS 2
Safran Wealth Advisors, LLC
RIANew York, NY
AUM $133MTEAM 2REPS 1
Harlow Capital Management LLC
RIAAUM $133MTEAM 1REPS 1
Lumida Wealth Management LLC
RIAWayne, NJ
AUM $133MTEAM 10REPS 5
Degreen Private Wealth, LLC
RIAScottsdale, AZ
AUM $133MTEAM 1REPS 1
ARI Group, LLC
RIANew York, NY
AUM $133MTEAM 4REPS 0
Green & Deckert LLC
RIALubbock, TX
AUM $133MTEAM 2REPS 2
Truadvisors
RIATampa, FL
AUM $133MTEAM 4REPS 4
Tricapital Wealth Management, Inc.
RIACharlotte, NC
AUM $133MTEAM 3REPS 3
Charis Legacy Partners
RIABryan, TX
AUM $133MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?