RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Professional Planning Group
RIAWesterly, RI
AUM $1.3BTEAM 16REPS 10
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 2
LVM Capital Management Ltd
RIAPortage, MI
AUM $1.3BTEAM 15REPS 8
Chequers Financial Management LLC
RIASan Francisco, CA
AUM $1.3BTEAM 21REPS 10
Capital Investment Services Of America Inc
RIAMilwaukee, WI
AUM $1.3BTEAM 9REPS 10
Valley National Advisers Inc
RIABethlehem, PA
AUM $1.3BTEAM 13REPS 13
Virtue Capital Management, LLC
RIABrentwood, TN
AUM $1.3BTEAM 105REPS 92
Barnes Pettey Financial Advisors, LLC
RIAClarksdale, MS
AUM $1.3BTEAM 13REPS 9
Topsail Wealth Management LLC
RIACharlotte, NC
AUM $1.3BTEAM 5REPS 4
Northampton Capital Partners
RIAMiami, FL
AUM $1.3BTEAM 12REPS 2
OFS Clo Management II, LLC
RIAChicago, IL
AUM $1.3BTEAM 47REPS 4
Triplepoint Advisers LLC
RIAMenlo Park, CA
AUM $1.3BTEAM 72REPS 4
RCM Ga Manager LLC
RIANew York, NY
AUM $1.3BTEAM 71REPS 3
Metacapital Management, L.P.
RIANew York, NY
AUM $1.3BTEAM 8REPS 3
Beacon Financial Group
RIADallas, TX
AUM $1.3BTEAM 18REPS 12
Mount Lucas Management LP
RIANewtown, PA
AUM $1.3BTEAM 15REPS 10
Madison Partners
RIAMonona, WI
AUM $1.3BTEAM 17REPS 38
Prudent Investor Advisors, LLC
RIAFolsom, CA
AUM $1.3BTEAM 4REPS 4
Pbmares Wealth Management LLC
RIAWilliamsburg, VA
AUM $1.3BTEAM 22REPS 3
Swan Capital Management, LLC
RIADurango, CO
AUM $1.3BTEAM 5REPS 4
Paladin Capital Management, LLC
RIAWashington, DC
AUM $1.3BTEAM 24REPS 4
Snowwater Investment Partners, LLC
RIAAUM $1.3BTEAM 3REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?