RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
SWS CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $413MTEAM 10REPS 3
AULDBRASS PARTNERS, LP
RIANew York, NY
AUM $413MTEAM 11REPS 4
ALETHEIAN WEALTH ADVISORS LLC
RIABELLEVUE, WA
AUM $413MTEAM 6REPS 5
ALTAMONT CAPITAL MANAGEMENT
RIAASHEVILLE, NC
AUM $412MTEAM 2REPS 4
KERBEROS CAPITAL MANAGEMENT LLC
RIACHICAGO, IL
AUM $412MTEAM 8REPS 4
LAKESIDE ADVISORS INC
RIASEATTLE, WA
AUM $412MTEAM 4REPS 3
AUXO INVESTMENT PARTNERS, LLC
RIAGRAND RAPIDS, MI
AUM $412MTEAM 15REPS 3
BAY HARBOR WEALTH MANAGEMENT, LLC
RIAHUNT VALLEY, MD
AUM $412MTEAM 6REPS 3
PETIX & BOTTE FINANCIAL
RIALA MESA, CA
AUM $412MTEAM 4REPS 4
FOUNDATION WEALTH MANAGEMENT, LLC
RIAMEDIA, PA
AUM $412MTEAM 5REPS 4
AURELIUS CAPITAL MANAGEMENT, LP
RIANew York, NY
AUM $412MTEAM 12REPS 3
VORTUS INVESTMENT ADVISORS, LLC
RIAFORT WORTH, TX
AUM $412MTEAM 6REPS 3
GRANDVIEW ASSET MANAGEMENT LLC
RIAHARRISBURG, PA
AUM $412MTEAM 9REPS 4
SLAGLE FINANCIAL, LLC.
RIAEDWARDSVILLE, IL
AUM $412MTEAM 21REPS 12
HALL CAPITAL MANAGEMENT COMPANY, INC.
RIABarrington, RI
AUM $412MTEAM 9REPS 3
YAKIRA CAPITAL MANAGEMENT, INC.
RIAWESTPORT, CT
AUM $412MTEAM 4REPS 2
MB, LEVIS & ASSOCIATES,LLC
RIACENTER VALLEY, PA
AUM $412MTEAM 4REPS 5
HLM MANAGEMENT CO., LLC
RIAWALTHAM, MA
AUM $411MTEAM 14REPS 5
BDFS CAPITAL LLC
RIAREHOBOTH BEACH, DE
AUM $411MTEAM 9REPS 9
ZUNA, LLC
RIAPORTLAND, OR
AUM $411MTEAM 6REPS 3
ROONEY CAPITAL MANAGEMENT, INC.
RIAAUM $411MTEAM 1REPS 1
GUARDIAN WEALTH MANAGEMENT, LLC
RIACHATTANOOGA, TN
AUM $411MTEAM 11REPS 5
EVEREST PRIVATE WEALTH
RIACUPERTINO, CA
AUM $411MTEAM 3REPS 2
ACCESS FINANCIAL RESOURCES INC.
RIAOKLAHOMA CITY, OK
AUM $411MTEAM 9REPS 7
Other AUM ranges
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