RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Cypress Wealth Services, LLC
RIAPalm Desert, CA
AUM $1.3BTEAM 21REPS 14
FCO Advisors LP
RIANew York, NY
AUM $1.3BTEAM 11REPS 3
Colchis Capital Management, L.P.
RIAAUM $1.3BTEAM 17REPS 6
Aspen Capital Management, LLC
RIABoise, ID
AUM $1.3BTEAM 12REPS 10
Victory Financial
RIAAustin, TX
AUM $1.3BTEAM 47REPS 50
Salomon And Ludwin
RIARichmond, VA
AUM $1.3BTEAM 12REPS 6
Versor Investments LP
RIANew York, NY
AUM $1.3BTEAM 59REPS 5
American Pacific Group
RIALarkspur, CA
AUM $1.3BTEAM 23REPS 3
Industrial Opportunity Partners, LLC
RIAEvanston, IL
AUM $1.3BTEAM 20REPS 3
Allied Industrial Partners
RIABellaire, TX
AUM $1.3BTEAM 12REPS 3
Inspire Advisors, LLC
RIAMeridian, ID
AUM $1.3BTEAM 63REPS 74
Geometric Wealth Advisors, LLC
RIAAUM $1.3BTEAM 32REPS 16
Granite State Capital Management, LP
RIAGreenwich, CT
AUM $1.3BTEAM 7REPS 3
David Wendell Associates, Inc.
RIAPortsmouth, NH
AUM $1.3BTEAM 5REPS 5
Evermay Wealth Management, LLC
RIAArlington, VA
AUM $1.3BTEAM 24REPS 24
Fiduciary Financial Advisors
RIAGrand Rapids, MI
AUM $1.3BTEAM 50REPS 51
CWS Financial Advisors LLC
RIAKalamazoo, MI
AUM $1.3BTEAM 12REPS 6
Chatterton & Associates
RIAAnaheim, CA
AUM $1.3BTEAM 31REPS 8
Callahan Advisors, LLC
RIAHouston, TX
AUM $1.3BTEAM 11REPS 8
Old Peak Limited
RIAWanchai
AUM $1.3BTEAM 10REPS 4
Chadds Ford Wealth Partners, LLC
RIAChadds Ford, PA
AUM $1.3BTEAM 3REPS 2
GGP Management, L.P.
RIASanta Monica, CA
AUM $1.3BTEAM 23REPS 4
Core Capital Partners
RIAAUM $1.3BTEAM 4REPS 3
The Coury Firm
RIAPittsburgh, PA
AUM $1.3BTEAM 23REPS 10
Other AUM ranges
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