RIAs: $100M – $500M AUM
7,823 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Eastover Capital Management
RIACharlotte, NC
AUM $392MTEAM 4REPS 4
S&A Financial Services, Inc.
RIAOverland Park, KS
AUM $392MTEAM 7REPS 4
Carmel Capital Management L.L.C.
RIACarmel, CA
AUM $392MTEAM 6REPS 1
Miura Investment Advisors, Inc
RIAMiami, FL
AUM $392MTEAM 6REPS 13
Highpeak Energy Management, LLC
RIAFort Worth, TX
AUM $392MTEAM 3REPS 4
Paul Manners & Associates, Inc.
RIAMarietta, GA
AUM $392MTEAM 3REPS 2
Fifth Partners Management, LLC
RIADallas, TX
AUM $392MTEAM 28REPS 1
3b1 Partners, LLC
RIANew York, NY
AUM $392MTEAM 4REPS 3
Siebert Advisornxt, LLC
RIANew York, NY
AUM $392MTEAM 43REPS 42
Moon Capital Management, LLC
RIAKnoxville, TN
AUM $392MTEAM 6REPS 4
Wealth Quarterback LLC
RIAToms River, NJ
AUM $391MTEAM 11REPS 6
Mullaney Keating & Wright Inc
RIAMiddletown, CT
AUM $391MTEAM 3REPS 3
Oxinas Partners Wealth Management
RIAJeffersonville, IN
AUM $391MTEAM 8REPS 6
Equita Financial Network, Inc.
RIAFort Washington, PA
AUM $391MTEAM 19REPS 18
Post Oak Private Wealth Advisors
RIAHouston, TX
AUM $391MTEAM 7REPS 7
Paskin & Berler Capital Advisors, LLC
RIAAUM $391MTEAM 4REPS 2
1776 Wealth LLC
RIASandy Springs, GA
AUM $391MTEAM 2REPS 3
Evans Investment Advisors, L.L.C.
RIABaton Rouge, LA
AUM $391MTEAM 5REPS 4
Hillcrest Wealth Advisors - Ny, LLC
RIAHolmdel, NJ
AUM $391MTEAM 2REPS 1
Platt Wealth Management
RIASan Diego, CA
AUM $391MTEAM 5REPS 4
Shrier Wealth Management, LLC
RIALos Angeles, CA
AUM $391MTEAM 5REPS 3
Harold Davidson & Associates, Inc
RIALos Angeles, CA
AUM $391MTEAM 7REPS 4
Barramundi Advisors LLC
RIABoca Raton, FL
AUM $390MTEAM 7REPS 4
Intrepid Financial Planning Group, LLC
RIACarmel, IN
AUM $390MTEAM 3REPS 12
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?