RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Balanced Wealth Group LLC
RIAWestlake, OH
AUM $494MTEAM 12REPS 5
True Wealth Design, LLC
RIAFairlawn, OH
AUM $494MTEAM 12REPS 6
Busey Capital Management, Inc.
RIAUrbana, IL
AUM $494MTEAM 22REPS 7
Bonaventure Capital, LLC
RIABirmingham, AL
AUM $494MTEAM 3REPS 4
Allred Harris Wealth ManagemenT.
RIADallas, TX
AUM $493MTEAM 6REPS 4
Sellaronda Global Management LP
RIANew York, NY
AUM $493MTEAM 6REPS 2
HFM Investment Advisors, Inc.
RIAAUM $493MTEAM 2REPS 2
UAS Asset Management
RIANew York, NY
AUM $493MTEAM 6REPS 4
Manteio Capital LLC
RIAJersey City, NJ
AUM $493MTEAM 34REPS 6
Graham Partners
RIAAsheville, NC
AUM $493MTEAM 4REPS 3
Symmetry Capital Advisors LLC
RIADallas, TX
AUM $493MTEAM 5REPS 1
Basin Oil And Gas Management, LP
RIAFort Worth, TX
AUM $493MTEAM 8REPS 2
Carr's Hill Partners
RIANew Orleans, LA
AUM $493MTEAM 10REPS 4
True North Management Group, LLC
RIAStamford, CT
AUM $493MTEAM 9REPS 1
Mastodon Advisory Group
RIAAUM $492MTEAM 2REPS 1
Engle Capital Management, L.P.
RIAGreenwich, CT
AUM $492MTEAM 8REPS 3
Fusion Capital, LLC
RIAMount Pleasant, SC
AUM $492MTEAM 6REPS 5
Hungerford Financial LLC
RIAGrand Rapids, MI
AUM $492MTEAM 5REPS 5
RPD Fund Management LLC
RIAAUM $492MTEAM 12REPS 2
The O'Donnell Group
RIAChico, CA
AUM $492MTEAM 4REPS 2
Brick & Kyle Associates Inc
RIANewtown, PA
AUM $492MTEAM 6REPS 5
Tyler Street Capital
RIAPlymouth, MA
AUM $492MTEAM 1REPS 1
Atwater Capital, LLC
RIALos Angeles, CA
AUM $491MTEAM 6REPS 1
Inflection Financial
RIAAUM $491MTEAM 4REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?