RIAs: $100M – $500M AUM
7,826 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
PL Capital Advisors, LLC
RIANaples, FL
AUM $327MTEAM 8REPS 4
Community Development Fund Advisors, LLC
RIAAUM $326MTEAM 2REPS 2
Purefi Wealth, LLC
RIABoston, MA
AUM $326MTEAM 10REPS 7
Base Wealth Management
RIALakewood Ranch, FL
AUM $326MTEAM 15REPS 8
Entrewealth
RIAAUM $326MTEAM 20REPS 18
Pack Private Wealth, LLC
RIAWayzata, MN
AUM $326MTEAM 3REPS 3
BAY Rivers Group Wealth Partners
RIAWilliamsburg, VA
AUM $326MTEAM 4REPS 4
HFR Asset Management, L.L.C.
RIAChicago, IL
AUM $326MTEAM 2REPS 1
HFR Investments, LLC
RIAChicago, IL
AUM $326MTEAM 2REPS 1
Resilient Capital Management, LLC
RIADallas, TX
AUM $326MTEAM 3REPS 2
Hurley Capital, LLC
RIANew York, NY
AUM $326MTEAM 4REPS 3
Centerline Wealth Advisors, LLC
RIALouisville, KY
AUM $326MTEAM 8REPS 4
Lifeplan Group
RIARaleigh, NC
AUM $326MTEAM 9REPS 4
Healthedge Investment Partners
RIATampa, FL
AUM $326MTEAM 9REPS 5
Patron Partners, LLC
RIAHouston, TX
AUM $326MTEAM 7REPS 3
Schuchard Capital Management Inc
RIAAUM $326MTEAM 2REPS 1
Resolute Global Partners, Ltd.
RIAHamilton
AUM $325MTEAM 12REPS 4
Silver Lake Advisory Partners, LLC
RIAAUM $325MTEAM 4REPS 4
Coeli Frontier Markets Ab
RIAStockholm
AUM $325MTEAM 3REPS 5
Strategic Wealth Advisors, LLC
RIAAUM $325MTEAM 4REPS 4
Catawba River Capital
RIALake Wylie, SC
AUM $325MTEAM 4REPS 3
Treiberg Wealth Management
RIATucson, AZ
AUM $325MTEAM 6REPS 3
Converse Team Financial Services, LLC
RIAAUM $325MTEAM 7REPS 5
Whipplewood Advisors, LLC
RIALittleton, CO
AUM $325MTEAM 6REPS 5
Other AUM ranges
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