RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
DIKER MANAGEMENT LLC
RIANew York, NY
AUM $430MTEAM 7REPS 4
SOCHA FINANCIAL GROUP, LLC
RIACORNING, NY
AUM $430MTEAM 6REPS 3
POWER WEALTH MANAGEMENT
RIAALPHARETTA, GA
AUM $430MTEAM 10REPS 8
INTEGRATED CAPITAL MANAGEMENT
RIABloomfield Hills, MI
AUM $430MTEAM 5REPS 4
COMPASS FINANCIAL GROUP, INC.
RIADEERFIELD BEACH, FL
AUM $430MTEAM 6REPS 4
NAVIGATE WEALTH MANAGEMENT, LLC
RIABirmingham, AL
AUM $430MTEAM 8REPS 7
SHAYNE & JACOBS, LLC
RIANASHVILLE, TN
AUM $429MTEAM 5REPS 2
CARLSON CAPITAL, L.P.
RIADALLAS, TX
AUM $429MTEAM 26REPS 5
QBOX FIDUCIARY SOLUTIONS, LLC
RIAFORT WAYNE, IN
AUM $429MTEAM 2REPS 2
RADIAN INVESTMENT MANAGEMENT LLC
RIANew York, NY
AUM $429MTEAM 7REPS 5
SQUARE WAVE CAPITAL
RIABrooklynn, NY
AUM $429MTEAM 4REPS 2
AGIS MANAGEMENT LLC
RIACLEARWATER, FL
AUM $429MTEAM 16REPS 4
SYMPHONY FINANCIAL SERVICES, INC.
RIAAKRON, OH
AUM $429MTEAM 7REPS 8
LAWSON KROEKER INVESTMENT MANAGEMENT INC
RIAOMAHA, NE
AUM $429MTEAM 7REPS 4
BLUE WATER ASSET MANAGEMENT
RIAGRAND RAPIDS, MI
AUM $428MTEAM 10REPS 8
LEGA Z ADVISORY LLC
RIAAUM $428MTEAM 1REPS 1
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP
RIANew York, NY
AUM $428MTEAM 6REPS 4
LONGWALL FAMILY OFFICE
RIAWESTPORT, CT
AUM $428MTEAM 5REPS 3
PROVIDENCE FINANCIAL ADVISORS, LLC
RIAOVERLAND PARK, KS
AUM $428MTEAM 5REPS 4
HAVEN PRIVATE
RIAORLANDO, FL
AUM $428MTEAM 6REPS 6
CPC MANAGEMENT, LLC
RIAKANSAS CITY, MO
AUM $428MTEAM 16REPS 6
ABOUND FINANCIAL
RIAGRANITE BAY, CA
AUM $428MTEAM 2REPS 3
MCCARTER PRIVATE WEALTH SERVICES LLC
RIABOSTON, MA
AUM $428MTEAM 6REPS 3
BELAY INVESTMENT GROUP, LLC
RIASHERMAN OAKS, CA
AUM $427MTEAM 16REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?