RIAs: $100M – $500M AUM
7,635 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
LION POINT CAPITAL, LP
RIANew York, NY
AUM $481MTEAM 7REPS 4
NINE TEN CAPITAL MANAGEMENT
RIACHICAGO, IL
AUM $481MTEAM 4REPS 4
CONTRARY LLC
RIAAUM $481MTEAM 12REPS 2
10TH MOUNTAIN, LLC
RIAAUM $480MTEAM 2REPS 1
TRELLIS WEALTH ADVISORS, LLC
RIASAN LUIS OBISPO, CA
AUM $480MTEAM 4REPS 5
ADAMS ASHBY FINANCIAL ADVISORS
RIASACRAMENTO, CA
AUM $480MTEAM 2REPS 2
TOWNSEND ASSET MANAGEMENT CORP.
RIARALEIGH, NC
AUM $480MTEAM 7REPS 5
ASSET ADVISORY GROUP, INC.
RIAKINNELON, NJ
AUM $480MTEAM 5REPS 2
MATCH GRADE ADVISORS
RIAGREENVILLE, SC
AUM $479MTEAM 8REPS 6
POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC
RIAGREENWICH, CT
AUM $479MTEAM 4REPS 3
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC
RIAWEST PALM BEACH, FL
AUM $479MTEAM 661REPS 3
KEENER FINANCIAL PLANNING
RIAKELLER, TX
AUM $479MTEAM 12REPS 11
MEREDITH WEALTH PLANNING
RIAMARYVILLE, IL
AUM $479MTEAM 2REPS 2
JOULE FINANCIAL, LLC
RIALexington, KY
AUM $479MTEAM 8REPS 11
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC
RIANew York, NY
AUM $478MTEAM 9REPS 5
IDB LIDO WEALTH, LLC
RIANew York, NY
AUM $478MTEAM 14REPS 17
GREAT OAK CAPITAL PARTNERS, LLC
RIASOUTH EASTON, MA
AUM $478MTEAM 7REPS 6
ELMWOOD WEALTH MANAGEMENT
RIABERKELEY, CA
AUM $478MTEAM 6REPS 4
TINGEY ADVISORS INC
RIASALT LAKE CITY , UT
AUM $478MTEAM 6REPS 3
BARNES WEALTH MANAGEMENT GROUP
RIABAKERSFIELD, CA
AUM $477MTEAM 12REPS 8
MIDATLANTIC CAPITAL MANAGEMENT, INC.
RIANORTH CHESTERFIELD, VA
AUM $477MTEAM 2REPS 2
JW ASSET MANAGEMENT, LLC
RIAAUM $477MTEAM 6REPS 3
BROAD SKY PARTNERS LLC
RIANew York, NY
AUM $477MTEAM 12REPS 1
SFW CAPITAL PARTNERS LP
RIARYE, NY
AUM $477MTEAM 6REPS 3
Other AUM ranges
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