RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Sheets Smith Wealth Management
RIAWinston Salem, NC
AUM $1.4BTEAM 15REPS 12
Mcilrath & Eck, LLC
RIAArlington, WA
AUM $1.4BTEAM 19REPS 6
Bbva Global Wealth Advisors, Inc.
RIAMiami, FL
AUM $1.4BTEAM 60REPS 49
Penn Davis Mcfarland Inc
RIADallas, TX
AUM $1.4BTEAM 10REPS 6
Kera Capital Partners
RIASan Jose, CA
AUM $1.4BTEAM 13REPS 12
Miravast Asset Management, LLC
RIANewtown, PA
AUM $1.4BTEAM 21REPS 5
One Day In July LLC
RIABurlington, VT
AUM $1.4BTEAM 23REPS 13
Weathergage Capital, LLC
RIAAustin, TX
AUM $1.4BTEAM 4REPS 4
Westminster Financial Advisory Corp
RIADayton, OH
AUM $1.4BTEAM 43REPS 42
Citation
RIADallas, TX
AUM $1.4BTEAM 14REPS 3
180 Wealth Advisors, LLC
RIAFederal Way, WA
AUM $1.4BTEAM 11REPS 4
Nelson Capital Advisors
RIAAUM $1.4BTEAM 1REPS 1
Heartwood Partners, LLC
RIANorwalk, CT
AUM $1.4BTEAM 27REPS 3
Seiga Asset Management Limited
RIAHong Kong
AUM $1.4BTEAM 10REPS 2
Cornerstone Capital, Inc.
RIAPalo Alto, CA
AUM $1.4BTEAM 5REPS 4
Sgroi Wealth Advisory Group LLC
RIAWest Seneca, NY
AUM $1.4BTEAM 27REPS 11
Midwest Capital Advisors, LLC
RIAGrand Rapids, MI
AUM $1.4BTEAM 11REPS 10
Symphony Financial, Ltd. Co
RIAHouston, TX
AUM $1.4BTEAM 26REPS 43
Galvin, Gaustad & Stein, LLC
RIAScottsdale, AZ
AUM $1.4BTEAM 17REPS 9
Ally Bridge Group (Pe) LLC
RIANew York, NY
AUM $1.4BTEAM 18REPS 3
Chi-Rho Financial, LLC
RIAAtlanta, GA
AUM $1.4BTEAM 13REPS 9
Total Investment Management, Inc.
RIAScottsdale, AZ
AUM $1.4BTEAM 12REPS 10
Hobe Mountain Capital Management LLC
RIAWest Palm Beach, FL
AUM $1.4BTEAM 6REPS 3
Barlow Wealth Partners, LLC
RIALouisville, KY
AUM $1.4BTEAM 6REPS 6
Other AUM ranges
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