RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Charter Oak Advisors LP
RIANew York, NY
AUM $404MTEAM 6REPS 3
Mainsail Financial Group
RIABellevue, WA
AUM $404MTEAM 10REPS 6
Alexander Randolph Advisory Inc
RIAMclean, VA
AUM $404MTEAM 5REPS 2
A.G. Campbell Advisory, LLC
RIABaltimore, MD
AUM $404MTEAM 5REPS 4
Tilia Fiduciary Partners, Inc.
RIAWilmington, NC
AUM $404MTEAM 8REPS 5
MAD River Investors
RIABoston, MA
AUM $404MTEAM 6REPS 4
Hidden Cove Wealth Management
RIABainbridge, WA
AUM $404MTEAM 7REPS 7
Brown Edwards Wealth Strategies
RIALynchburg, VA
AUM $403MTEAM 8REPS 7
Forum Private Client Group
RIAFishers, IN
AUM $403MTEAM 11REPS 9
Sweeney Financial Advisors
RIABedford, NH
AUM $403MTEAM 6REPS 6
TFR Capital
RIAPlano, TX
AUM $403MTEAM 9REPS 6
Legacy Investment Partners, LLC
RIAOverland Park, KS
AUM $403MTEAM 4REPS 3
Borer Denton & Associates, Inc.
RIABlue Bell, PA
AUM $403MTEAM 4REPS 4
Carnegie Lake Advisors LLC
RIAPrinceton, NJ
AUM $403MTEAM 7REPS 8
LCM Capital Management Inc
RIAChicago, IL
AUM $403MTEAM 8REPS 9
Palo Duro Investment Partners, LP
RIAChicago, IL
AUM $403MTEAM 6REPS 2
Capital Trust Advisors
RIASan Rafael, CA
AUM $403MTEAM 4REPS 4
Rational Investment Management, LLC
RIAAUM $403MTEAM 2REPS 2
Erben Associates, LLC
RIAAustin, TX
AUM $402MTEAM 10REPS 8
Henry James International Management, Inc.
RIANew York, NY
AUM $402MTEAM 5REPS 4
Sturgeon Ventures LLP
RIALondon
AUM $402MTEAM 12REPS 3
Proathlete Wealth Management LLC
RIABoca Raton, FL
AUM $402MTEAM 5REPS 6
Anderson Financial Strategies, LLC
RIADayton, OH
AUM $402MTEAM 7REPS 4
Balch Hill Capital
RIAAUM $402MTEAM 1REPS 1
Other AUM ranges
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