Question for people who run RIA's

How much AUM do you need before it becomes a worthwhile proposition? I realize this is a broad question but use your own subjective criteria.

587 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '18 Nov 2026 Cohort

5.00/5

Asset Management Career Roadmap (optional)

“Andre was very personable, approachable and easy to talk to. I really appreciated his willingness to listen to my background, understand my career aspirations and help me think through potential directions. The session was particularly useful in broadening my understanding of the different opportunities available across digital assets and traditional investment management. I found the discussion around investment research, fundamental analysis, financial modelling, fund selection and investment due diligence especially valuable. It helped me think about and identify alternative pathways such as digital asset investment research, fund of funds, manager selection, venture capital and investment strategy. I also appreciated the practical suggestions of companies and organisations to explore, as well as the discussion around the skills and experience needed to move into these areas. Andre was knowledgeable, encouraging and generous with his advice, and I came away with a clearer sense of the opportunities worth investigating and some useful next steps. Thank you for a really helpful session!”

Webster University

Class of '28 Oct 2026 Cohort

5.00/5

Asset Management Mock Interview

“Dimitri is a really good mentor. His subject matter expertise combined with him just being a really nice guy helped me so much through the entire process. His advice is super actionable, the repeated rounds never feel repetitive simply because there is always something new he can share and it's really nice how tailored his advice is and how he is doing the research himself beforehand.”

See All 11,549 WSO Academy Reviews

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+26	How cooked is Portfolio Analysis	7	2w
+24	Am I Crazy for Wanting to Pursue Institutional Sales/IR Over Banking or S&T?	5	2w
+22	Thoughts on OCIO Portfolio Management	9	14h
+12	Need Career Guidance	1	1d
+11	Why the CFA is a joke.	6	1w
+11	Considering corporate finance pivot from asset management	2	2w
+9	Research Analyst -> Finance Pipeline?	2	3w
+9	F	2	3w
+9	GS Summer 2027 Internship Singapore FICC “second round” – is there a superday after? + GS London AM timeline	3	7h
+8	Opinions on Connor, Clark, and Lunn Infrastructure?	5	1w

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	GameTheory	98.9
6	Betsy Massar	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

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