RIAs: $100M – $500M AUM
7,772 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
DCA Family Office, LLC
RIARoseville, CA
AUM $120MTEAM 16REPS 7
Lone Star Investment Advisors, LLC
RIADallas, TX
AUM $120MTEAM 4REPS 2
Fair Asset Management, LLC
RIAAUM $120MTEAM 1REPS 1
Schauer Investment Management, Inc.
RIANorthridge, CA
AUM $120MTEAM 4REPS 3
Solid Point Wealth Advisors, LLC
RIAAUM $120MTEAM 8REPS 7
1650 Wealth Management, LLC
RIALighthouse Point, FL
AUM $120MTEAM 1REPS 1
Copperwood Financial
RIABurr Ridge, IL
AUM $120MTEAM 3REPS 3
Money Management Concepts Inc.
RIAMelbourne, FL
AUM $120MTEAM 2REPS 2
Black Capital Management, LLC
RIAAUM $120MTEAM 3REPS 3
Hicks & Associates Wealth Management, LLC
RIACary, NC
AUM $120MTEAM 4REPS 2
Sentara Capital
RIAMarietta, GA
AUM $120MTEAM 3REPS 3
COX & Cook Wealth Advisors
RIADublin, OH
AUM $120MTEAM 4REPS 2
Triad Investment Management, LLC
RIANewport Beach, CA
AUM $120MTEAM 2REPS 2
Chestnut Street Investment Counsel, LLC
RIALancaster, PA
AUM $120MTEAM 4REPS 3
Engage Wealth Group, LLC
RIANorthfield, IL
AUM $120MTEAM 3REPS 3
Abacus Capital Advisors
RIAPlantation, FL
AUM $120MTEAM 3REPS 3
Yunistone Investment Group, LLC
RIAChicago, IL
AUM $120MTEAM 1REPS 1
Stoic Point Capital Management LLC
RIAPalo Alto, CA
AUM $119MTEAM 3REPS 2
Boulevard
RIAMinneapolis, MN
AUM $119MTEAM 5REPS 4
Integrated Planning & Wealth Management, LLC
RIAAUM $119MTEAM 7REPS 4
Virtus Financial Group
RIAOlivette, MO
AUM $119MTEAM 14REPS 5
Valeo Ventures
RIAAUM $119MTEAM 4REPS 2
Enspire Wealth Management, LLC
RIASanta Rosa, CA
AUM $119MTEAM 3REPS 3
Magellan Investment Partners North America, Inc.
RIAWestmont, IL
AUM $119MTEAM 4REPS 3
Other AUM ranges
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