RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tobias Financial Advisors
RIAPlantation, FL
AUM $1.2BTEAM 26REPS 10
Compound Global Advisors, LLC
RIAAUM $1.2BTEAM 1REPS 2
Guardian Capital Partners
RIAWayne, PA
AUM $1.2BTEAM 17REPS 3
Brooknoll Advisors LLC
RIABoston, MA
AUM $1.2BTEAM 1REPS 1
Black Lake Investments LLC
RIAWayzata, MN
AUM $1.2BTEAM 5REPS 3
Stone Point Credit Income Adviser LLC
RIAGreenwich, CT
AUM $1.2BTEAM 80REPS 7
Moment Partners, LLC
RIASan Francisco, CA
AUM $1.2BTEAM 8REPS 5
Hackman Capital Partners, LLC
RIACulver City, CA
AUM $1.2BTEAM 65REPS 3
Avier Wealth Advisors
RIABellevue, WA
AUM $1.2BTEAM 20REPS 16
Aspire Growth Partners LLC
RIAAUM $1.2BTEAM 5REPS 3
Gainline Capital Partners LP
RIAStamford, CT
AUM $1.2BTEAM 20REPS 4
Founders Financial Alliance, LLC
RIARaleigh, NC
AUM $1.2BTEAM 31REPS 31
Woodstock Corporation
RIABoston, MA
AUM $1.2BTEAM 7REPS 12
Tvamp, LLC
RIAKnoxville, TN
AUM $1.2BTEAM 38REPS 22
Sachem Hill LLC
RIADenver, CO
AUM $1.2BTEAM 8REPS 5
Thepartners Wealth Management
RIACarmel By The Sea, CA
AUM $1.2BTEAM 39REPS 37
Nuverse Advisors LLC
RIAHallandale Beach, FL
AUM $1.2BTEAM 17REPS 6
Polus Capital Management (US) Inc.
RIANew York, NY
AUM $1.2BTEAM 18REPS 6
Waycross Partners, LLC
RIALouisville, KY
AUM $1.2BTEAM 13REPS 3
TCP Asset Management, LLC
RIAUpper Arlington, OH
AUM $1.2BTEAM 43REPS 25
Verus Financial Partners
RIARichmond, VA
AUM $1.2BTEAM 21REPS 12
Verdad Advisers, L.P.
RIABoston, MA
AUM $1.2BTEAM 8REPS 1
Sikich Financial
RIASpringfield, IL
AUM $1.2BTEAM 22REPS 20
Evergreen Wealth
RIASpringfield, IL
AUM $1.2BTEAM 12REPS 10
Other AUM ranges
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