RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Heitman International LLC
RIALondon
AUM $352MTEAM 149REPS 11
LFA
RIASaint Cloud, MN
AUM $351MTEAM 7REPS 7
Swan Capital
RIAAUM $351MTEAM 21REPS 5
Caldwell Advisors, LLC
RIABrentwood, TN
AUM $351MTEAM 8REPS 7
Credit Capital Investments
RIALivingston, NJ
AUM $351MTEAM 7REPS 2
GFO Advisory Services, LLC
RIAGreenwich, CT
AUM $351MTEAM 12REPS 3
Dean Roland Russell, LLC
RIASan Diego, CA
AUM $351MTEAM 6REPS 4
Foresight Capital Management Advisors, Inc.
RIASaline, MI
AUM $351MTEAM 10REPS 3
Sitrin Capital Management, LLC
RIACentury City, CA
AUM $351MTEAM 6REPS 4
Heritage Retirement Advisors, LLC
RIAColleyville, TX
AUM $351MTEAM 3REPS 3
Elite Capital Management Group, LLC
RIAAUM $351MTEAM 4REPS 2
Entrust Financial LLC
RIAWayne, PA
AUM $351MTEAM 6REPS 5
Three Bearings Fiduciary Advisors, Inc.
RIAHampton, NH
AUM $351MTEAM 4REPS 2
Forty North Wealth
RIAGlendale, CO
AUM $351MTEAM 12REPS 11
Norcap Investment Management, L.P.
RIAAustin, TX
AUM $351MTEAM 8REPS 2
Bridgewater Asset Management LLC
RIAChesterfield, MO
AUM $351MTEAM 6REPS 5
Forman Capital, LLC
RIADelray Beach, FL
AUM $351MTEAM 14REPS 1
V2 Financial Group, LLC
RIAAUM $350MTEAM 5REPS 5
Jones Road Capital Management, L.P.
RIANew York, NY
AUM $350MTEAM 6REPS 4
Protocol Vc LLC
RIAAUM $350MTEAM 2REPS 2
Maestria Partners LLC
RIAAtlanta, GA
AUM $350MTEAM 2REPS 2
Financial Management Strategies, LLC
RIABaltimore, MD
AUM $350MTEAM 8REPS 1
Sykon Capital LLC
RIAHarrison, NY
AUM $350MTEAM 8REPS 7
SPX Capital Management LLC
RIANew York, NY
AUM $350MTEAM 9REPS 4
Other AUM ranges
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