RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Orangewood Partners Management LLC
RIANew York, NY
AUM $1.3BTEAM 15REPS 4
Wealth Advisors Group
RIAFort Wayne, IN
AUM $1.3BTEAM 16REPS 9
Zadig Asset Management S.A.
RIAStrassen
AUM $1.3BTEAM 7REPS 6
Lodestar Private Asset Management LLC
RIAAlamo, CA
AUM $1.3BTEAM 7REPS 5
Permira Credit LLC
RIAMenlo Park, CA
AUM $1.3BTEAM 30REPS 3
Talbot Financial, LLC
RIABellevue, WA
AUM $1.3BTEAM 3REPS 3
Payne Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 17REPS 9
Quadcap Wealth Management, LLC
RIAFrisco, TX
AUM $1.3BTEAM 23REPS 15
FMP Wealth Advisers
RIAAustin, TX
AUM $1.3BTEAM 14REPS 14
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 48
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 73
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 23
Other AUM ranges
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