RIAs: $100M – $500M AUM

7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.

Praetorian Pr LLC

RIA

Rincon, PR

AUM $471MTEAM 4REPS 3

Kassouf Wealth Advisors, LLC

RIA

Birmingham, AL

AUM $471MTEAM 10REPS 6

Sand Creek Capital, LLC

RIA

Rexburg, ID

AUM $471MTEAM 10REPS 10

Illumination Wealth Management

RIA

San Diego, CA

AUM $471MTEAM 14REPS 11

Vanterra Capital LLC

RIA

New York, NY

AUM $471MTEAM 6REPS 2

Van Clemens Wealth Management, LLC

RIA

Minneapolis, MN

AUM $470MTEAM 28REPS 38

Atyant Capital Management Ltd

RIA

Portlouis

AUM $470MTEAM 7REPS 2

Keel Wealth Management, LLC

RIA

AUM $470MTEAM 1REPS 1

HS Management Partners, LLC

RIA

New York, NY

AUM $470MTEAM 9REPS 6

Rothschild Capital Partners

RIA

New York, NY

AUM $470MTEAM 9REPS 7

Octogone NA

RIA

Miami, FL

AUM $470MTEAM 6REPS 5

BCS Private Wealth Management

RIA

Rumson, NJ

AUM $470MTEAM 6REPS 5

Taylor Hoffman Capital Management

RIA

Richmond, VA

AUM $470MTEAM 5REPS 4

Arcataur Capital Management LLC

RIA

Milwaukee, WI

AUM $470MTEAM 9REPS 8

Nova Financial Services

RIA

Tucson, AZ

AUM $469MTEAM 10REPS 9

Kingsbridge Wealth Management, Inc.

RIA

Las Vegas, NV

AUM $469MTEAM 8REPS 5

Lakeshore Financial Planning Inc.

RIA

Saint Clair Shores, MI

AUM $469MTEAM 5REPS 3

Adapt Wealth Advisors, LLC

RIA

Atlanta, GA

AUM $469MTEAM 12REPS 8

Speece Thorson Capital Group Inc

RIA

Minnetonka, MN

AUM $469MTEAM 4REPS 5

Advantage Advisers Management, LLC

RIA

New York, NY

AUM $469MTEAM 18REPS 6

Chesapeake Asset Management LLC

RIA

New York, NY

AUM $469MTEAM 5REPS 3

Henry Bragg & Co

RIA

Houston, TX

AUM $469MTEAM 4REPS 2

Capco Asset Management, LLC

RIA

Tampa, FL

AUM $469MTEAM 5REPS 5

Pembrook Capital Management LLC

RIA

New York, NY

AUM $469MTEAM 11REPS 3

Other AUM ranges

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