RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Granite Capital
RIAOakland, CA
AUM $315MTEAM 2REPS 2
Horter Investment Management, LLC
RIACincinnati, OH
AUM $314MTEAM 43REPS 32
The Fauser Group, LLC
RIAMercer Island, WA
AUM $314MTEAM 4REPS 1
The Future Fund LLC
RIAChicago, IL
AUM $314MTEAM 3REPS 2
Bernard Wealth Management Corp.
RIARoyal Oak, MI
AUM $314MTEAM 4REPS 3
Templeton & Phillips Capital Management, LLC
RIALookout Mountain, TN
AUM $314MTEAM 3REPS 2
Magnate Advisory Services, LLC
RIALouisville, KY
AUM $314MTEAM 7REPS 7
Ricketts Financial, LLC
RIALouisville, KY
AUM $314MTEAM 3REPS 2
Tieton Capital Management
RIAYakima, WA
AUM $314MTEAM 3REPS 2
Greylock Capital Management, LLC
RIAStamford, CT
AUM $314MTEAM 6REPS 4
CTS Financial Planning, Inc.
RIAChicago, IL
AUM $314MTEAM 9REPS 4
Values Added Financial
RIAAUM $314MTEAM 9REPS 7
Paradigm, Strategies In Wealth Management, LLC
RIAMaple Grove, MN
AUM $314MTEAM 5REPS 4
Trust Advisory Group Ltd
RIABirmingham, AL
AUM $314MTEAM 22REPS 29
Carolina Wealth Advisors
RIAMyrtle Beach, SC
AUM $313MTEAM 6REPS 4
Melone Private Wealth, LLC
RIAAuburn Hills, MI
AUM $313MTEAM 4REPS 2
Hunter Street Partners, LP
RIAWayzata, MN
AUM $313MTEAM 9REPS 4
Scott Marsh Financial, LLC
RIAAUM $313MTEAM 10REPS 2
Hawkeye Capital Management, LLC
RIAMiami Beach, FL
AUM $313MTEAM 4REPS 2
JPC Wealth Management, Inc.
RIAPetaluma, CA
AUM $313MTEAM 3REPS 2
Brady Family Wealth, LLC
RIASaint Louis, MO
AUM $313MTEAM 5REPS 3
Wellment Financial
RIAElmhurst, IL
AUM $313MTEAM 21REPS 11
Columbia Advisory Partners, LLC
RIASpokane, WA
AUM $313MTEAM 19REPS 18
Lagoda Investment Management, L.P.
RIANew York, NY
AUM $313MTEAM 4REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?