RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Unison Asset Management LLC
RIAAventura, FL
AUM $298MTEAM 5REPS 3
Interwealth Management, LLC
RIAScottsdale, AZ
AUM $298MTEAM 5REPS 5
Marshall Investment Management, LLC
RIAGreenwood Village, CO
AUM $298MTEAM 8REPS 8
Innovative Asset Advisors Group
RIAShelton, CT
AUM $298MTEAM 13REPS 16
Wrenne Financial Planning LLC
RIAAUM $298MTEAM 11REPS 8
ITS Asset Management, L.P.
RIANorth Haven, CT
AUM $298MTEAM 9REPS 3
Avos Capital Management, LLC
RIADarien, CT
AUM $298MTEAM 7REPS 5
Stern Capital Management, Inc.
RIAOld Bridge, NJ
AUM $298MTEAM 3REPS 3
Sterling Bay Capital Advisers, LLC
RIAChicago, IL
AUM $298MTEAM 18REPS 6
Mercator Partners
RIAPrinceton, NJ
AUM $298MTEAM 7REPS 3
Ananym Capital Management, LP
RIANew York, NY
AUM $298MTEAM 7REPS 3
TAP Root Capital Management LP
RIASummit, NJ
AUM $297MTEAM 8REPS 2
Graystone Partners Wealth Management, LLC
RIATempe, AZ
AUM $297MTEAM 5REPS 4
Opinicus
RIATampa, FL
AUM $297MTEAM 7REPS 4
Tandemgrowth Financial Advisors, LLC
RIAAlpharetta, GA
AUM $297MTEAM 4REPS 3
Calder Financial Group
RIAAda, MI
AUM $297MTEAM 7REPS 6
Caissa Wealth Strategies
RIAMinneapolis, MN
AUM $297MTEAM 10REPS 6
Sterling Capital Management Inc
RIABrookfield, WI
AUM $297MTEAM 3REPS 3
Pring Turner
RIAAlamo, CA
AUM $297MTEAM 4REPS 4
Beacon Financial Advisors Ltd
RIAHouston, TX
AUM $297MTEAM 2REPS 2
High Trail Capital
RIAHoboken, NJ
AUM $297MTEAM 3REPS 1
Matters Capital LLC
RIACoral Gables, FL
AUM $297MTEAM 3REPS 2
ADW Capital Management LLC
RIAAUM $297MTEAM 3REPS 2
Birchbrook
RIABangor, ME
AUM $296MTEAM 7REPS 6
Other AUM ranges
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