RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
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
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
Other AUM ranges
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