RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Eltekon Advisors, LLC
RIAWest Lake Hills, TX
AUM $340MTEAM 7REPS 7
AIP Capital Advisors LLC
RIAStamford, CT
AUM $340MTEAM 15REPS 3
The Mathes Company, Inc.
RIANew York, NY
AUM $340MTEAM 8REPS 2
Park, Miller, LLC
RIAWalnut Creek, CA
AUM $340MTEAM 4REPS 3
Quantum Portfolio Management, LLC
RIANew York, NY
AUM $340MTEAM 7REPS 6
AZA Capital Management
RIAChicago, IL
AUM $340MTEAM 8REPS 7
AP Wealth Management
RIAAugusta, GA
AUM $340MTEAM 7REPS 5
Superstring Capital Management LP
RIANew York, NY
AUM $340MTEAM 5REPS 2
Garnet Equity Capital Holdings, Inc.
RIANew York, NY
AUM $339MTEAM 7REPS 4
Turning Point Financial
RIAFrederick, MD
AUM $339MTEAM 23REPS 15
Keyvantage Wealth Advisors
RIABethlehem, PA
AUM $339MTEAM 5REPS 5
Millennial Advisers, LLC
RIANew York, NY
AUM $339MTEAM 14REPS 12
Empeiria Capital Management, LLC
RIACincinnati, OH
AUM $339MTEAM 4REPS 3
Hcip Advisors, LLC
RIANashville, TN
AUM $339MTEAM 2REPS 2
Flexis Capital
RIAMiami, FL
AUM $339MTEAM 3REPS 1
Tucker Financial Group
RIAMontgomery, AL
AUM $339MTEAM 3REPS 3
Health Catalyst Capital Management, LLC
RIANew York, NY
AUM $339MTEAM 4REPS 3
Smallwood Wealth Management
RIARed Bank, NJ
AUM $339MTEAM 12REPS 6
Amerity Wealth Management, LLC
RIALakeland, FL
AUM $339MTEAM 17REPS 17
First Trust Global Portfolios Ltd.
RIALondon
AUM $339MTEAM 34REPS 6
Diversified Financial Management
RIANorwell, MA
AUM $339MTEAM 5REPS 4
Eiger Wealth Management, LLC
RIASan Diego, CA
AUM $339MTEAM 6REPS 3
Lewis Financial Management, LLC
RIARaleigh, NC
AUM $339MTEAM 2REPS 3
Morgan Rio Capital Management, LLC
RIANew York, NY
AUM $339MTEAM 4REPS 2
Other AUM ranges
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