RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Poinciana Advisors Group, LLC
RIAPalm Beach Gardens, FL
AUM $396MTEAM 2REPS 3
Derby Copeland Capital
RIANew York, NY
AUM $396MTEAM 18REPS 3
Gunderson Capital Management
RIAMount Pleasant, SC
AUM $396MTEAM 4REPS 3
Galapagos Advisory LLC
RIAMiami, FL
AUM $396MTEAM 8REPS 8
Ecio, Inc.
RIAMadison, WI
AUM $396MTEAM 8REPS 7
Black Dragon Capital Investment Management, Inc
RIAAUM $396MTEAM 46REPS 3
MOR Wealth Management, LLC
RIAPhiladelphia, PA
AUM $396MTEAM 8REPS 4
Mann Financial Group
RIADetroit Lakes, MN
AUM $396MTEAM 5REPS 2
Portfolio Wealth Advisors
RIAAlbuquerque, NM
AUM $395MTEAM 3REPS 1
India Capital Management Limited
RIATrianon
AUM $395MTEAM 8REPS 7
Taiyo Pacific Partners L.P.
RIAKirkland, WA
AUM $395MTEAM 14REPS 4
KA Credit Advisors II, LLC
RIAHouston, TX
AUM $395MTEAM 64REPS 6
Kiker Wealth Management, LLC
RIAJasper, GA
AUM $395MTEAM 9REPS 5
Sandler Capital Management
RIANew York, NY
AUM $395MTEAM 17REPS 10
Quarry Hill Advisors
RIASaint Paul, MN
AUM $395MTEAM 5REPS 3
Reframe Wealth, LLC
RIAFairfax, VA
AUM $395MTEAM 5REPS 5
Clarion Wealth Management Partners
RIAFairfax, VA
AUM $395MTEAM 8REPS 5
Generational Wealth, Inc.
RIAZeeland, MI
AUM $395MTEAM 9REPS 9
Abich Financial Wealth Management, LLC
RIAAshburn, VA
AUM $395MTEAM 28REPS 7
Familywealth
RIALake Mary, FL
AUM $395MTEAM 13REPS 14
Hunter Lewis LLC
RIACrozet, VA
AUM $395MTEAM 7REPS 4
Cargile Investment Management
RIAMidland, TX
AUM $395MTEAM 3REPS 3
Value Partners Limited
RIAHong Kong
AUM $395MTEAM 104REPS 6
Attinger, LLC
RIAPhiladelphia, PA
AUM $395MTEAM 4REPS 2
Other AUM ranges
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