RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SHEARWATER CAPITAL
RIADENVER, CO
AUM $427MTEAM 4REPS 4
SAG HARBOR CAPITAL MANAGEMENT, LLC
RIAGREAT NECK, NY
AUM $427MTEAM 13REPS 4
O'DONNELL FINANCIAL SERVICES, LLC
RIASAN RAFAEL, CA
AUM $427MTEAM 12REPS 7
PROTIUM CAPITAL LIMITED
RIAHong Kong
AUM $427MTEAM 10REPS 3
CP CAPITAL (US) PARTNERS LP
RIANew York, NY
AUM $427MTEAM 17REPS 7
CARE EQUITY CAPITAL MANAGEMENT, L.P.
RIAAUM $427MTEAM 7REPS 2
HACKMAN FINANCIAL GROUP
RIACINCINNATI, OH
AUM $427MTEAM 9REPS 5
BEACON BRIDGE WEALTH PARTNERS, LLC
RIALOWER GWYNEDD, PA
AUM $427MTEAM 11REPS 9
HEP MANAGEMENT CORPORATION
RIANew York, NY
AUM $427MTEAM 9REPS 4
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL
RIAWashington, DC
AUM $427MTEAM 6REPS 3
PACIFIC STRATEGIC MANAGEMENT, LP
RIAHOUSTON, TX
AUM $426MTEAM 3REPS 3
ABR DYNAMIC FUNDS, LLC
RIANew York, NY
AUM $426MTEAM 10REPS 3
BOULDER ASSET MANAGEMENT
RIAENGLEWOOD, CO
AUM $426MTEAM 4REPS 2
CYPRESS CAPITAL, LLC
RIAFRANKLIN, TN
AUM $426MTEAM 12REPS 10
TGS FINANCIAL ADVISORS
RIARADNOR, PA
AUM $426MTEAM 13REPS 6
LEGACY BRIDGE PRIVATE FAMILY OFFICES
RIAWEST DES MOINES, IA
AUM $426MTEAM 8REPS 4
OMNI 360 WEALTH, INC.
RIAPLAINSBORO, NJ
AUM $426MTEAM 8REPS 6
MURPHY & SYLVEST
RIADALLAS, TX
AUM $426MTEAM 8REPS 7
PERIGEE CAPITAL, LP
RIASARASOTA, FL
AUM $426MTEAM 1REPS 1
APPOMATTOX ADVISORY, INC
RIANew York, NY
AUM $426MTEAM 6REPS 2
CIP CAPITAL
RIANew York, NY
AUM $426MTEAM 5REPS 2
QUAD-CITIES INVESTMENT GROUP, LLC
RIADAVENPORT, IA
AUM $426MTEAM 8REPS 8
SCIENCE & TECHNOLOGY PARTNERS, L.P.
RIAGREENWICH, CT
AUM $425MTEAM 9REPS 3
STONEHEARTH CAPITAL MANAGEMENT
RIADANVERS, MA
AUM $425MTEAM 8REPS 5
Other AUM ranges
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