RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Wynkoop LLC
RIAGreenwood Village, CO
AUM $1.2BTEAM 7REPS 4
Investment Advisory Group LLC
RIASarasota, FL
AUM $1.2BTEAM 10REPS 5
Seasons Of Advice Wealth Management
RIANew York, NY
AUM $1.2BTEAM 20REPS 10
Snapdragon Capital Partners LLC
RIAAUM $1.2BTEAM 3REPS 1
De Groote Financial Group, LLC
RIAThousand Oaks, CA
AUM $1.2BTEAM 9REPS 3
Wiss Private Client Advisors, LLC
RIAFlorham Park, NJ
AUM $1.2BTEAM 12REPS 11
Old Ironsides Energy, LLC
RIAWaltham, MA
AUM $1.2BTEAM 13REPS 4
Hauser Retirement Solutions 2 LLC
RIACincinnati, OH
AUM $1.2BTEAM 5REPS 6
Fielder Capital Group LLC
RIANashville, TN
AUM $1.2BTEAM 11REPS 9
Regents Gate Capital LLP
RIALondon
AUM $1.2BTEAM 13REPS 4
Hudson Cove Capital Management LLC
RIAJersey City, NJ
AUM $1.2BTEAM 12REPS 3
Folger Nolan Fleming Douglas Capital Management, Inc.
RIAWashington, DC
AUM $1.2BTEAM 9REPS 5
James Investment Research Inc
RIAXenia, OH
AUM $1.2BTEAM 15REPS 9
Hamilton Point Investment Advisors, LLC
RIAChapel Hill, NC
AUM $1.2BTEAM 12REPS 9
HG Capital Management, LLC
RIANashville, TN
AUM $1.2BTEAM 14REPS 3
Tokio Marine Asset Management (USA), Ltd.
RIANew York, NY
AUM $1.2BTEAM 16REPS 4
Amergin Asset Management, LLC
RIABoca Raton, FL
AUM $1.2BTEAM 13REPS 6
Schwerin Boyle Capital Management, Inc
RIASpringfield, MA
AUM $1.2BTEAM 6REPS 5
Chicago Oakbrook Financial Group
RIAOak Brook, IL
AUM $1.2BTEAM 19REPS 11
Van Cleef Asset Management Inc
RIABeachwood, OH
AUM $1.2BTEAM 6REPS 6
Wright Investors Service Inc
RIAShelton, CT
AUM $1.2BTEAM 22REPS 6
Wespac Advisors, LLC
RIAOrinda, CA
AUM $1.2BTEAM 10REPS 9
Childress Capital Advisors, LLC
RIAHouston, TX
AUM $1.2BTEAM 9REPS 5
Brightspire Capital Advisors, LLC
RIANew York, NY
AUM $1.2BTEAM 47REPS 4
Other AUM ranges
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