RIAs: $100M – $500M AUM
7,833 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Donald Smith, L.P.
RIANew York, NY
AUM $256MTEAM 11REPS 7
Sonoma West Advisors
RIAAUM $256MTEAM 1REPS 1
Certis Capital Management, Inc.
RIASanta Barbara, CA
AUM $256MTEAM 7REPS 3
Capital Z Asset Management, LLC
RIAAUM $256MTEAM 3REPS 3
Peakstone Financial Advisors
RIAChevy Chase, MD
AUM $256MTEAM 4REPS 2
Muirfield Wealth Advisors LLC
RIACharlotte, NC
AUM $256MTEAM 3REPS 2
Krusen Capital Management, LLC
RIAWest Palm Beach, FL
AUM $256MTEAM 2REPS 2
Winona Capital Management, LLC
RIAChicago, IL
AUM $256MTEAM 6REPS 4
Delaware Wealth Planners
RIAWilmington, DE
AUM $256MTEAM 4REPS 3
Releve Financial Group
RIAScottsdale, AZ
AUM $256MTEAM 7REPS 4
Inceptiv
RIACulver City, CA
AUM $256MTEAM 7REPS 5
Cwci LLC
RIAWashington, DC
AUM $256MTEAM 5REPS 4
Sound Investment Management Inc
RIATualatin, OR
AUM $256MTEAM 4REPS 4
SMP Asset Management, LLC
RIAAUM $255MTEAM 2REPS 2
International Private Wealth Advisors LLC
RIASan Diego, CA
AUM $255MTEAM 8REPS 3
Secured Retirement Advisors, LLC
RIASt Louis Park, MN
AUM $255MTEAM 6REPS 5
Garrison Murphy Wealth Management, LLC
RIAAUM $255MTEAM 2REPS 2
Pathwise
RIAWalnut Creek, CA
AUM $255MTEAM 4REPS 2
Grant Private Wealth Management
RIAPleasanton, CA
AUM $255MTEAM 6REPS 6
Acap Asset Management, Inc.
RIAStudio City, CA
AUM $255MTEAM 5REPS 5
KOA Wealth Management, LLC
RIAAUM $255MTEAM 6REPS 2
Modern Capital Advisors, LLC
RIARaleigh, NC
AUM $255MTEAM 19REPS 21
Ridge Creek Global, Inc.
RIAAUM $255MTEAM 4REPS 4
Game Plan Financial Advisors, LLC
RIAWestlake, OH
AUM $255MTEAM 5REPS 2
Other AUM ranges
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