RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Transcendent Capital Group
RIAEdmond, OK
AUM $361MTEAM 11REPS 9
Cordis Financial, LLC
RIAMinneapolis, MN
AUM $361MTEAM 7REPS 5
Sonata Capital Group Inc
RIASeattle, WA
AUM $361MTEAM 5REPS 5
Goldman Lancaster, Inc.
RIALong Beach, CA
AUM $361MTEAM 5REPS 3
Outcome Driven Strategies, LLC
RIAHunt Valley, MD
AUM $360MTEAM 10REPS 4
Cascade Investment Advisors, Inc.
RIAOregon City, OR
AUM $360MTEAM 7REPS 3
ACP Capital Management, LLC
RIAMiami, FL
AUM $360MTEAM 17REPS 12
Jessup Wealth Management
RIAOakwood, OH
AUM $360MTEAM 12REPS 8
Decker Retirement Planning Inc.
RIALehi, UT
AUM $360MTEAM 23REPS 12
BCO Wealth Management, LLC
RIACarlsbad, NM
AUM $360MTEAM 9REPS 4
Cook & Bynum Capital Management, LLC
RIAMountain Brk, AL
AUM $360MTEAM 8REPS 2
Kessler Investment Group, LLC
RIAColumbus, IN
AUM $360MTEAM 8REPS 3
Lynk Capital Management Company, LLC
RIAJacksonville, FL
AUM $360MTEAM 6REPS 4
Novak & Powell Financial Services, Inc.
RIASt Petersburg, FL
AUM $359MTEAM 7REPS 7
Washington Park Capital Management, LLC
RIAPortland, OR
AUM $359MTEAM 3REPS 4
The David J. Yvars Group Inc.
RIAAUM $359MTEAM 6REPS 4
Clearwave Capital
RIAUpland, CA
AUM $359MTEAM 3REPS 3
Seros Wealth Partners
RIAGilbert, AZ
AUM $359MTEAM 10REPS 7
Ayrton Capital LLC
RIAWestport, CT
AUM $359MTEAM 9REPS 2
Ridgepath Capital Management LLC
RIAKnoxville, TN
AUM $359MTEAM 5REPS 2
TSA Wealth Management
RIAHouston, TX
AUM $359MTEAM 3REPS 3
Aurora Investment Managers, LLC
RIANaples, FL
AUM $359MTEAM 4REPS 2
Robertson Opportunity Capital, LLC
RIADallas, TX
AUM $359MTEAM 6REPS 4
Lifeway Financial Corporation
RIAPlano, TX
AUM $359MTEAM 5REPS 2
Other AUM ranges
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