RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Core Capital Partners
RIAAUM $1.3BTEAM 4REPS 3
The Coury Firm
RIAPittsburgh, PA
AUM $1.3BTEAM 23REPS 10
Newlight Partners LP
RIANew York, NY
AUM $1.3BTEAM 19REPS 2
Clark Asset Management, LLC
RIAAUM $1.3BTEAM 14REPS 7
Second Line Capital, LLC
RIAMetairie, LA
AUM $1.3BTEAM 28REPS 24
Chilton Investment Company, Inc.
RIAStamford, CT
AUM $1.3BTEAM 29REPS 4
Iron Gate Global Advisors
RIASalt Lake City , UT
AUM $1.3BTEAM 7REPS 8
Rhame & Gorrell Wealth Management
RIAThe Woodlands, TX
AUM $1.3BTEAM 31REPS 20
Steigerwald, Gordon & Koch - Wealth Advisors
RIALeesburg, VA
AUM $1.3BTEAM 15REPS 10
Allie Family Office LLC
RIAMiami, FL
AUM $1.3BTEAM 11REPS 2
North Castle Partners, LLC
RIANew York, NY
AUM $1.3BTEAM 13REPS 3
Live Oak Private Wealth, LLC
RIAWilmington, NC
AUM $1.3BTEAM 12REPS 13
Marble Harbor Investment Counsel, LLC
RIABoston, MA
AUM $1.3BTEAM 10REPS 8
River Partners Capital Management, LP
RIANew York, NY
AUM $1.3BTEAM 13REPS 3
Wallington Asset Management
RIAIndianapolis, IN
AUM $1.3BTEAM 17REPS 9
Canopy Capital Group
RIAWoburn, MA
AUM $1.3BTEAM 11REPS 5
AWM Investment Company Inc
RIANew York, NY
AUM $1.3BTEAM 14REPS 5
Professional Planning Group
RIAWesterly, RI
AUM $1.3BTEAM 16REPS 7
Paragon Capital Management
RIADenver, CO
AUM $1.3BTEAM 6REPS 5
Otro Capital
RIANew York, NY
AUM $1.3BTEAM 11REPS 5
Savoie Capital LLC
RIAChicago, IL
AUM $1.3BTEAM 3REPS 1
Chequers Financial Management LLC
RIASan Francisco, CA
AUM $1.3BTEAM 21REPS 11
Capital Investment Services of America Inc
RIAMilwaukee, WI
AUM $1.3BTEAM 9REPS 10
Valley National Advisers Inc
RIABethlehem, PA
AUM $1.3BTEAM 13REPS 14
Other AUM ranges
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