RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Johkim Capital Partners Management LLC
RIADallas, TX
AUM $277MTEAM 6REPS 3
The Retirement Guys Formula
RIAMaumee, OH
AUM $277MTEAM 7REPS 6
Walleye Partners LLC
RIAMadison, WI
AUM $277MTEAM 5REPS 3
JFR Financial Services, Inc.
RIATrenton, MI
AUM $277MTEAM 11REPS 2
GS Investment Inc
RIAEagan, MN
AUM $277MTEAM 4REPS 3
Viburnum Funds Pty Ltd
RIANedlands
AUM $276MTEAM 13REPS 4
Westbourne Investments, Inc.
RIAAlexandria, VA
AUM $276MTEAM 7REPS 6
Centerpoint Advisory Group, LLC
RIAOverland Park, KS
AUM $276MTEAM 7REPS 5
Hazelview Securities (US) LLC
RIANew York, NY
AUM $276MTEAM 15REPS 3
Episteme Capital
RIALondon
AUM $276MTEAM 20REPS 5
Simplifi, Inc.
RIASan Diego, CA
AUM $276MTEAM 5REPS 2
CWP Private Wealth Management
RIAWest Bend, WI
AUM $276MTEAM 5REPS 2
J.H. Lane Partners, LP
RIANew York, NY
AUM $276MTEAM 7REPS 3
Strauss Financial Group
RIABirmingham, AL
AUM $276MTEAM 6REPS 3
Corridor Capital, LLC
RIALos Angeles, CA
AUM $276MTEAM 12REPS 2
Oasis Wealth Planning Advisors
RIAAUM $276MTEAM 12REPS 7
Tradewell Tax & Financial
RIAFort Wayne, IN
AUM $276MTEAM 9REPS 5
AFC Management, LLC
RIAWest Palm Beach, FL
AUM $276MTEAM 32REPS 5
Northstar Financial Planning, LLC
RIAWindham, NH
AUM $276MTEAM 6REPS 6
Intrack Investment Management, Inc.
RIASouth Burlington, VT
AUM $276MTEAM 4REPS 5
Challenger Wealth Management
RIAAliso Viejo, CA
AUM $276MTEAM 3REPS 3
Kubhera Enterprises LLC
RIAPrinceton, NJ
AUM $276MTEAM 5REPS 3
Clarendon Capital, LLC
RIATysons, VA
AUM $275MTEAM 11REPS 3
Spectrum Strategic Capital Management, LLC
RIACorvallis, OR
AUM $275MTEAM 7REPS 5
Other AUM ranges
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