RIAs: $100M – $500M AUM
7,659 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
QCA Capital Management Inc
RIALos Angeles, CA
AUM $252MTEAM 8REPS 4
DB & C Advisors, LLC
RIAHolland, MI
AUM $252MTEAM 11REPS 9
Principled Wealth Advisors, LLC
RIACovington, KY
AUM $252MTEAM 5REPS 2
Baird Venture Partners Management Company IV, LLC
RIAMilwaukee, WI
AUM $252MTEAM 14REPS 6
Bradley & Company Private Wealth Management, LLC
RIAAUM $252MTEAM 3REPS 2
Fischer Investment Strategies, LLC
RIAWestlake Village, CA
AUM $252MTEAM 5REPS 3
Murphy Wealth Management Group
RIAFishkill, NY
AUM $252MTEAM 6REPS 3
Coinshares Asset Management (US) LLC
RIANew York, NY
AUM $252MTEAM 8REPS 2
Advanced Financial Strategies Inc
RIAIrvine, CA
AUM $252MTEAM 6REPS 4
Research Financial Strategies
RIARockville, MD
AUM $252MTEAM 10REPS 8
Bridges Capital LLC
RIAFort Lauderdale, FL
AUM $252MTEAM 1REPS 1
HC2 Capital, LLC
RIADallas, TX
AUM $252MTEAM 7REPS 7
Aretex Capital Management, LP
RIANew York, NY
AUM $252MTEAM 3REPS 2
Riverchase Wealth Management, LLC
RIAFlower Mound, TX
AUM $251MTEAM 5REPS 3
Talisman Wealth Advisors, LLC
RIAMountainside, NJ
AUM $251MTEAM 4REPS 4
Windward Wealth Strategies, Inc.
RIAOshkosh, WI
AUM $251MTEAM 3REPS 2
Graham Capital Wealth Management, LLC
RIAWashington, DC
AUM $251MTEAM 8REPS 7
Merced Capital, L.P.
RIAMinnetonka, MN
AUM $251MTEAM 5REPS 3
Cassia Capital Partners LLC
RIAWinston Salem, NC
AUM $251MTEAM 5REPS 4
Mariaca Wealth Management, LLC
RIAWellington, FL
AUM $251MTEAM 6REPS 3
Peterson Wealth Management, LLC
RIASparks, NV
AUM $251MTEAM 7REPS 5
Checks & Balances, Inc.
RIAAtlanta, GA
AUM $251MTEAM 1REPS 2
Team Wealth & Tax Advisors
RIATemecula, CA
AUM $251MTEAM 7REPS 6
Windle Wealth
RIAOklahoma City, OK
AUM $251MTEAM 3REPS 2
Other AUM ranges
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