RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Dinuzzo Private Wealth, Inc.
RIABeaver, PA
AUM $1.2BTEAM 19REPS 8
Cross Lake Partners LP
RIANew York, NY
AUM $1.2BTEAM 13REPS 3
Arlon Advisor LLC
RIANew York, NY
AUM $1.2BTEAM 60REPS 5
Deerfield
RIAIndianapolis, IN
AUM $1.2BTEAM 14REPS 8
Signet Financial Management, LLC
RIAParsippany, NJ
AUM $1.2BTEAM 17REPS 15
Kearns And Associates, LLC
RIAAUM $1.2BTEAM 2REPS 1
Octagon Capital Advisors LP
RIANew York, NY
AUM $1.2BTEAM 10REPS 2
Portland Global Advisors LLC
RIAPortland, ME
AUM $1.2BTEAM 13REPS 11
Brand Asset Management Group, Inc.
RIAChesterfield, MO
AUM $1.2BTEAM 22REPS 17
Audax Pdb Management Company, LLC
RIANew York, NY
AUM $1.2BTEAM 249REPS 13
Wellington Shields Capital Management, LLC
RIANew York, NY
AUM $1.2BTEAM 20REPS 14
Willow Tree Capital Corp Advisors LLC
RIANew York, NY
AUM $1.2BTEAM 21REPS 4
VSS Fund Management LLC
RIANew York, NY
AUM $1.2BTEAM 31REPS 4
Cheviot Value Management, LLC
RIABeverly Hills, CA
AUM $1.2BTEAM 7REPS 9
Straightline
RIATroy, MI
AUM $1.2BTEAM 11REPS 11
Leuthold Weeden Capital Management
RIAMinneapolis, MN
AUM $1.2BTEAM 17REPS 11
Allegiant Wealth Advisors, LLC
RIATulsa, OK
AUM $1.2BTEAM 3REPS 2
Space Capital
RIANew York, NY
AUM $1.2BTEAM 6REPS 1
Wpwealth LLP
RIAFort Worth, TX
AUM $1.2BTEAM 14REPS 32
Cota Capital Management, LLC
RIASan Francisco, CA
AUM $1.2BTEAM 16REPS 4
Woodard & Co Asset Management Group Inc
RIABermuda Run, NC
AUM $1.2BTEAM 5REPS 5
Oarsman Capital, Inc
RIAMilwaukee, WI
AUM $1.2BTEAM 21REPS 15
Financial Perspectives
RIAMinneapolis, MN
AUM $1.2BTEAM 14REPS 14
Shoreview Industries V, LLC
RIAMinneapolis, MN
AUM $1.2BTEAM 19REPS 2
Other AUM ranges
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