RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Twin Point Capital LLC
RIANew York, NY
AUM $356MTEAM 10REPS 3
Argyle Capital Management, LLC
RIACenter Valley, PA
AUM $356MTEAM 3REPS 7
Stone Oak Wealth Management, LLC
RIASan Antonio, TX
AUM $356MTEAM 7REPS 5
Griffin Black, LLC
RIARedwood City, CA
AUM $356MTEAM 9REPS 6
Acorn Capital Advisors, LLC
RIANew York, NY
AUM $355MTEAM 5REPS 2
Harrington Investments, Inc.
RIANapa, CA
AUM $355MTEAM 5REPS 4
Fpnavigators
RIAMaple Grove, MN
AUM $355MTEAM 8REPS 5
Sepulveda Management LLC
RIALos Angeles, CA
AUM $355MTEAM 8REPS 7
Tompkins & Co
RIAAUM $355MTEAM 1REPS 1
Clay Northam Wealth Management
RIAHuntington Beach, CA
AUM $355MTEAM 2REPS 2
Hanover Advisors, Inc
RIASeneca, SC
AUM $355MTEAM 3REPS 3
Bull Harbor Capital LLC
RIABethesda, MD
AUM $355MTEAM 43REPS 30
Williams Financial Group
RIAMobile, AL
AUM $355MTEAM 5REPS 2
Bridge City Capital, LLC
RIALake Oswego, OR
AUM $355MTEAM 6REPS 8
Resurgent Advisors
RIAAtlanta, GA
AUM $355MTEAM 20REPS 13
Lexington Research And Capital Group, LLC
RIAFayetteville, AR
AUM $355MTEAM 1REPS 1
Lloyd Harbor Capital Management, LLC
RIACold Spring Harbor, NY
AUM $354MTEAM 6REPS 1
Capstone Wealth
RIABillings, MT
AUM $354MTEAM 8REPS 5
Wealth Advisors Nw
RIAPortland, OR
AUM $354MTEAM 8REPS 7
Stance Capital LLC
RIABoston, MA
AUM $354MTEAM 5REPS 5
Sightline Wealth Advisors, LLC
RIAGroton, CT
AUM $354MTEAM 5REPS 4
Life Planning Partners, Inc.
RIAJacksonville, FL
AUM $354MTEAM 8REPS 3
Tencore Partners, LP
RIANew York, NY
AUM $354MTEAM 5REPS 3
Core Alternative Capital, LLC
RIAPeachtree Corners, GA
AUM $354MTEAM 4REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?