RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
APAX PARTNERS US, LLC
RIANew York, NY
AUM $416MTEAM 137REPS 9
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
RIASHERMAN OAKS, CA
AUM $415MTEAM 4REPS 3
BROADCREST ASSET MANAGEMENT, LLC
RIAWINTER PARK, FL
AUM $415MTEAM 10REPS 4
GOODMAN ADVISORY GROUP, LLC
RIANEEDHAM, MA
AUM $415MTEAM 8REPS 6
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
RIAPASADENA, CA
AUM $415MTEAM 9REPS 6
FERGUSON SHAPIRO LLC
RIADECATUR, GA
AUM $415MTEAM 9REPS 6
LANDSEER ADVISORS LLC
RIAPRINCETON, NJ
AUM $415MTEAM 5REPS 5
WHETSTONE CAPITAL ADVISORS
RIAMISSION WOODS, KS
AUM $415MTEAM 4REPS 2
FLYWHEEL PRIVATE WEALTH LLC
RIALOS ALTOS, CA
AUM $415MTEAM 2REPS 3
CENTER CAPITAL PARTNERS LLC
RIABeverly Hills, CA
AUM $415MTEAM 9REPS 2
ELLINGTON CREDIT COMPANY MANAGEMENT LLC
RIAOLD GREENWICH, CT
AUM $415MTEAM 164REPS 5
LOCK 8 PARTNERS
RIANew York, NY
AUM $415MTEAM 9REPS 2
MOMENTUM ADVISORS
RIANew York, NY
AUM $415MTEAM 10REPS 8
NORTHEAST PLANNING ASSOCIATES, INC.
RIABEDFORD, NH
AUM $414MTEAM 129REPS 73
GARNER ASSET MANAGEMENT CORPORATION
RIAAUM $414MTEAM 2REPS 2
MOKOSAK ADVISORY GROUP, LLC
RIAURBANDALE, IA
AUM $414MTEAM 4REPS 4
GOLD COAST WEALTH MANAGEMENT, LLC
RIAJERICHO, NY
AUM $414MTEAM 3REPS 2
OAK ASSET MANAGEMENT, LLC
RIAWESTLAKE VILLAGE, CA
AUM $414MTEAM 4REPS 4
WATERSHED PRIVATE WEALTH
RIAOAK BROOK, IL
AUM $414MTEAM 3REPS 3
CLEARWELL GROUP
RIATAMPA, FL
AUM $414MTEAM 9REPS 3
TED BUCHAN & COMPANY
RIASAN DIEGO, CA
AUM $413MTEAM 7REPS 3
CAIRD INVESTMENTS
RIADALLAS, TX
AUM $413MTEAM 8REPS 2
GROVE STREET FIDUCIARY, LLC
RIAPETERBOROUGH, NH
AUM $413MTEAM 4REPS 2
NORTHBRIDGE FINANCIAL GROUP, LLC
RIATAMPA, FL
AUM $413MTEAM 11REPS 8
Other AUM ranges
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