RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
KEB Wealth Advisors
RIASpringfield, IL
AUM $1.3BTEAM 17REPS 13
Kiltearn Partners
RIAEdinburgh
AUM $1.3BTEAM 20REPS 11
Root Capital - Gestão de Recursos LtdA.
RIASo Paulo
AUM $1.3BTEAM 20REPS 2
Armstrong, Fleming & Moore, Inc.
RIAWashington, DC
AUM $1.3BTEAM 27REPS 11
Promus Asset Management, LLC
RIAChicago, IL
AUM $1.3BTEAM 13REPS 4
L2 Asset Management, LLC
RIAAUM $1.3BTEAM 7REPS 7
Financial Council, LLC
RIATowson, MD
AUM $1.3BTEAM 21REPS 8
Beacon Capital Management, LLC
RIAFranklin, TN
AUM $1.3BTEAM 39REPS 19
Sagehall Management LP
RIANew York, NY
AUM $1.3BTEAM 16REPS 2
KristaL.Ai
RIASingapore
AUM $1.3BTEAM 20REPS 0
Palisade Asset Management, LLC
RIAMinneapolis, MN
AUM $1.3BTEAM 10REPS 8
Ophir Asset Management US LLC
RIADenver, CO
AUM $1.3BTEAM 5REPS 1
Paul R. Ried Financial Group, LLC
RIABellevue, WA
AUM $1.3BTEAM 12REPS 9
Greenlight Masters, LLC
RIANew York, NY
AUM $1.3BTEAM 2REPS 4
Lexaurum Advisors
RIAOverland Park, KS
AUM $1.3BTEAM 50REPS 34
PFM Health Sciences, LP
RIASan Francisco, CA
AUM $1.3BTEAM 17REPS 3
Managed Asset Portfolios, LLC
RIARochester, MI
AUM $1.3BTEAM 22REPS 18
Wealthshield Partners, LLC
RIACary, NC
AUM $1.3BTEAM 23REPS 15
Truenorth Wealth
RIAMurray, UT
AUM $1.3BTEAM 19REPS 12
Belveron Real Estate Partners, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 25REPS 4
Madison River Capital LLC
RIANew York, NY
AUM $1.3BTEAM 14REPS 2
Metzler-Payden, LLC
RIALos Angeles, CA
AUM $1.3BTEAM 187REPS 6
Chemistry Wealth Management LLC
RIANew York, NY
AUM $1.3BTEAM 11REPS 7
Invictus Growth Partners
RIASan Mateo, CA
AUM $1.3BTEAM 12REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?