RIAs: $100M – $500M AUM
7,768 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Eschaton Opportunities Fund Management LP
RIAMiami, FL
AUM $334MTEAM 5REPS 3
Cottage Street Advisors
RIAMarion, MA
AUM $334MTEAM 4REPS 2
Checkpoint Capital L.P.
RIASan Francisco, CA
AUM $334MTEAM 2REPS 3
Good Harbor Advisors, Inc.
RIAGloucester, MA
AUM $334MTEAM 4REPS 4
Strait & Sound
RIAAUM $334MTEAM 10REPS 9
Rare Capital Management, LLC
RIANashville, TN
AUM $334MTEAM 10REPS 0
Congruence Capital, LLC
RIALos Angeles, CA
AUM $334MTEAM 4REPS 5
Impulsora del Fondo Mexico, Sc
RIACdmx
AUM $334MTEAM 5REPS 7
Investment Partners Asset Management
RIAMetuchen, NJ
AUM $333MTEAM 6REPS 8
Highbury Pacific Capital Corp.
RIABellevue, WA
AUM $333MTEAM 1REPS 1
Vesta Wealth Management, LLC
RIAMiami Beach, FL
AUM $333MTEAM 1REPS 1
Fairfield Financial Advisors
RIAWellesley, MA
AUM $333MTEAM 4REPS 2
Highland Peak Capital, LLC
RIAOld Greenwich, CT
AUM $333MTEAM 5REPS 3
Dovetail Wealth Management, LLC
RIATaylor, TX
AUM $333MTEAM 4REPS 3
Charter Advisory Corporation
RIAIndianapolis, IN
AUM $333MTEAM 15REPS 14
Dibenedetto & Associates Ltd
RIALoves Park, IL
AUM $333MTEAM 3REPS 3
Fields Gottscho Capital Management LLC
RIACharlottesville, VA
AUM $333MTEAM 4REPS 2
Outwing Private Wealth Management
RIASanta Barbara, CA
AUM $333MTEAM 4REPS 1
Blackston Financial Advisory Group, LLC
RIAThe Villages, FL
AUM $333MTEAM 17REPS 8
Laurus Global Equity Management Inc.
RIAToronto
AUM $333MTEAM 7REPS 3
Collab+Currency Management, LLC
RIAAUM $332MTEAM 8REPS 3
Fall Line Capital, LLC
RIASan Mateo, CA
AUM $332MTEAM 12REPS 2
Curry Webb Wealth Management LLC
RIAIndianapolis, IN
AUM $332MTEAM 6REPS 6
Oliveira Wealth
RIAModesto, CA
AUM $332MTEAM 4REPS 4
Other AUM ranges
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