RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Kondo Wealth Advisors, Inc
RIAPasadena, CA
AUM $365MTEAM 8REPS 2
EVR Research LP
RIARichmond, VA
AUM $365MTEAM 6REPS 2
Reservoir Operations, L.P.
RIANew York, NY
AUM $365MTEAM 8REPS 6
Lucerne Capital Management, LP
RIAGreenwich, CT
AUM $365MTEAM 8REPS 3
FPC Investment Advisory, Inc.
RIAPetaluma, CA
AUM $365MTEAM 5REPS 3
Signify Wealth LLC
RIASaint Louis, MO
AUM $365MTEAM 17REPS 3
TL Private Wealth
RIASouthlake, TX
AUM $364MTEAM 4REPS 4
Shelton Wealth Management, LLC
RIAFort Worth, TX
AUM $364MTEAM 4REPS 4
Sebold Capital Management, Inc
RIALisle, IL
AUM $364MTEAM 9REPS 2
Synergy Fg
RIAAUM $364MTEAM 7REPS 3
Regency Capital Management Inc.
RIAHonolulu, HI
AUM $364MTEAM 5REPS 3
Invenio Wealth Partners, LLC
RIACoral Gables, FL
AUM $364MTEAM 5REPS 3
Redwood Grove Capital, LLC
RIANew York, NY
AUM $364MTEAM 5REPS 4
Croak Capital
RIAToledo, OH
AUM $364MTEAM 6REPS 7
Horizon Investment Services, LLC
RIAHammond, IN
AUM $364MTEAM 14REPS 10
Maripau Wealth Management LLC
RIAFort Wayne, IN
AUM $364MTEAM 24REPS 24
Griffin Global Asset Management
RIALos Angeles, CA
AUM $364MTEAM 7REPS 4
Solitude Financial Services, Inc.
RIACharlottesville, VA
AUM $364MTEAM 8REPS 8
Decisionmap Wealth Management, LLC
RIAGreat Falls, VA
AUM $363MTEAM 5REPS 4
Greenfield Seitz Capital Management, LLC
RIADallas, TX
AUM $363MTEAM 4REPS 4
Windrock Wealth Management
RIANaperville, IL
AUM $363MTEAM 5REPS 4
Leonid Capital Partners, LLC
RIAHuntington Beach, CA
AUM $363MTEAM 20REPS 3
Sarona Asset Management Inc.
RIAKitchener
AUM $363MTEAM 27REPS 4
Crestmont Private Wealth LLC
RIABoerne, TX
AUM $363MTEAM 5REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?