RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Norcap Investment Management, L.P.
RIAAustin, TX
AUM $351MTEAM 8REPS 2
Bridgewater Asset Management LLC
RIAChesterfield, MO
AUM $351MTEAM 6REPS 6
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 3REPS 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 6
Sonoma Allocations
RIASanta Rosa, CA
AUM $350MTEAM 4REPS 3
Turn8 Private Wealth Inc.
RIAPointe Claire
AUM $350MTEAM 6REPS 2
Superior Planning Wealth Management & Family Office
RIASan Diego, CA
AUM $350MTEAM 12REPS 14
Guggenheim Private Investments, LLC
RIANew York, NY
AUM $349MTEAM 5REPS 3
Empower Wealth Management
RIACedar Park, TX
AUM $349MTEAM 8REPS 8
Aragon Capital LLC
RIAFort Lauderdale, FL
AUM $349MTEAM 10REPS 7
Precise Investment Management, Inc.
RIAHighland Park, IL
AUM $349MTEAM 8REPS 9
Altriarch Asset Management, LLC
RIACharleston, SC
AUM $349MTEAM 15REPS 3
FWG Investments, LLC
RIALexington, KY
AUM $349MTEAM 27REPS 11
Willis Asset Finance Management LLC
RIACoconut Creek, FL
AUM $349MTEAM 17REPS 3
Jackson Creek Investment Advisors LLC
RIACastle Rock, CO
AUM $349MTEAM 6REPS 4
Brooks, Moore & Associates, Inc.
RIAChattanooga, TN
AUM $349MTEAM 5REPS 3
Factor Investing Group
RIAWestborough, MA
AUM $349MTEAM 6REPS 5
Arlen Capital, LLC
RIAWarwick, RI
AUM $349MTEAM 6REPS 4
EGI Financial, Inc.
RIAAkron, OH
AUM $349MTEAM 8REPS 11
Other AUM ranges
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