RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
WIN Advisors, Inc
RIAPalm Beach Gardens, FL
AUM $267MTEAM 4REPS 5
GQG Private Capital Solutions LLC
RIATacoma, WA
AUM $267MTEAM 10REPS 7
Decathlon Capital Management II, LLC
RIAPark City, UT
AUM $267MTEAM 13REPS 3
Prosser Creek Asset Management LLC
RIACorte Madera, CA
AUM $267MTEAM 1REPS 1
Woodside Wealth Management
RIAFramingham, MA
AUM $267MTEAM 4REPS 2
Live Oak Investment Partners
RIAAustin, TX
AUM $266MTEAM 4REPS 3
Dynamic Wealth Group
RIAAUM $266MTEAM 4REPS 3
Harbour Wealth Management Group, Inc.
RIADaniel Island, SC
AUM $266MTEAM 5REPS 4
Wisniewski Wealth Management
RIADallas, TX
AUM $266MTEAM 5REPS 2
Capstone Wealth Management Group, LLC
RIABend, OR
AUM $266MTEAM 6REPS 7
Tassel Capital Management, Inc
RIAMatthews, NC
AUM $266MTEAM 5REPS 4
Retirement Planology, Inc.
RIAAlexandria, VA
AUM $266MTEAM 3REPS 2
Garnett Advisors, LLC
RIADenton, TX
AUM $266MTEAM 2REPS 2
Road Capital Management LP
RIAAUM $266MTEAM 3REPS 2
Cerda Munoz Advisors, Inc
RIAWhittier, CA
AUM $266MTEAM 7REPS 3
Raven Music Partners LLC
RIAPalm Beach Gardens, FL
AUM $265MTEAM 23REPS 5
Thinagee Investments Inc.
RIAChevy Chase, MD
AUM $265MTEAM 1REPS 1
Bernzott Capital Advisors
RIACamarillo, CA
AUM $265MTEAM 3REPS 4
Spraker West Wealth Management, Inc
RIAWinter Park, FL
AUM $265MTEAM 6REPS 3
IH2 Advisors & Company
RIAWilmington, DE
AUM $265MTEAM 3REPS 3
Demeter Tactical Investments Corp.
RIAProspect, KY
AUM $265MTEAM 10REPS 4
Livello Capital Management LP
RIANew York, NY
AUM $265MTEAM 6REPS 1
The Dala Group, LLC
RIAHoffman Estates, IL
AUM $265MTEAM 11REPS 8
Gordian Advisors, LLC
RIATucson, AZ
AUM $265MTEAM 3REPS 3
Other AUM ranges
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