RIAs: $100M – $500M AUM
7,646 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Holland Advisory Services, Inc.
RIAOrmond Beach, FL
AUM $308MTEAM 17REPS 10
Doma Perpetual Capital Management LLC
RIAMiami, FL
AUM $308MTEAM 4REPS 3
Prepared Retirement Institute LLC
RIAMontgomeryville, PA
AUM $308MTEAM 11REPS 4
Dunbar Associates, LLC
RIAMonroe, CT
AUM $307MTEAM 3REPS 3
Commons Capital, LLC
RIANeedham, MA
AUM $307MTEAM 6REPS 5
Eastbay Capital
RIAAUM $307MTEAM 4REPS 2
Copley Investment Management, LLC
RIAAUM $307MTEAM 1REPS 2
Symphony Technology Group, LLC
RIAMenlo Park, CA
AUM $307MTEAM 88REPS 6
Silverpeak Real Estate Partners L.P.
RIANew York, NY
AUM $307MTEAM 31REPS 3
Kevin M. Gibney And Company, LLC
RIAIselin, NJ
AUM $307MTEAM 2REPS 2
Spectra Investment Management, LLC
RIAStuart, FL
AUM $307MTEAM 3REPS 3
Fenway Partners, LLC
RIAWesterly, RI
AUM $307MTEAM 3REPS 2
One Wealth Capital Management, LLC
RIAScottsdale, AZ
AUM $307MTEAM 6REPS 6
Craft & Sage Wealth
RIAKansas City, MO
AUM $307MTEAM 11REPS 8
Oxford Square Management, LLC
RIAGreenwich, CT
AUM $307MTEAM 23REPS 5
Ekanta Wealth Advisors LLC
RIACoconut Grove, FL
AUM $307MTEAM 7REPS 4
GFG Solutions
RIAOrlando, FL
AUM $307MTEAM 18REPS 8
Heritage Asset Advisors Ltd., LLP
RIAAUM $307MTEAM 5REPS 5
Bexil Advisers LLC
RIAWalpole, NH
AUM $307MTEAM 10REPS 4
Blue Sky Capital Consultants Group, Inc.
RIAPoway, CA
AUM $306MTEAM 7REPS 8
Bison Capital Group, LLC
RIAEdmond, OK
AUM $306MTEAM 6REPS 3
Mcallister Capital Management
RIAJackson, MS
AUM $306MTEAM 3REPS 3
Fidelis Im
RIAMedford, OR
AUM $306MTEAM 3REPS 2
Hendershott Wealth Management, LLC
RIAFishers, IN
AUM $306MTEAM 9REPS 6
Other AUM ranges
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