RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
Newlight Partners LP
RIANew York, NY
AUM $1.3BTEAM 19REPS 2
Clark Asset Management, LLC
RIAAUM $1.3BTEAM 9REPS 8
Second Line Capital, LLC
RIAMetairie, LA
AUM $1.3BTEAM 28REPS 24
U.S Global Investors, Inc.
RIASan Antonio, TX
AUM $1.3BTEAM 22REPS 6
Chilton Investment Company, Inc.
RIAStamford, CT
AUM $1.3BTEAM 29REPS 4
Iron Gate Global Advisors
RIASalt Lake City , UT
AUM $1.3BTEAM 7REPS 6
Steigerwald, Gordon & Koch - Wealth Advisors
RIALeesburg, VA
AUM $1.3BTEAM 16REPS 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 12
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
Other AUM ranges
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