RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Financial Perspectives
RIAMinneapolis, MN
AUM $1.2BTEAM 14REPS 13
Shoreview Industries V, LLC
RIAMinneapolis, MN
AUM $1.2BTEAM 19REPS 2
Trinity Ventures
RIAAUM $1.2BTEAM 7REPS 4
Baxter Investment Management
RIARiverside, CT
AUM $1.2BTEAM 7REPS 6
Agile Investment Management, LLC
RIAAUM $1.2BTEAM 6REPS 2
AGR Partners LLC
RIAChicago, IL
AUM $1.2BTEAM 14REPS 5
W.A. Smith Financial Group
RIASandusky, OH
AUM $1.2BTEAM 27REPS 13
Manhattan West Asset Management, LLC
RIALos Angeles, CA
AUM $1.2BTEAM 36REPS 14
Grafton Street Partners
RIAAUM $1.2BTEAM 10REPS 4
L & S Advisors, Inc
RIALos Angeles, CA
AUM $1.2BTEAM 15REPS 13
Ameliora Wealth Management Ltd.
RIAZurich
AUM $1.2BTEAM 11REPS 5
The Capstreet Group, LLC
RIAHouston, TX
AUM $1.2BTEAM 24REPS 2
BOW River Advisers, LLC
RIADenver, CO
AUM $1.2BTEAM 27REPS 7
Fortis Capital Management LLC
RIABellevue, WA
AUM $1.2BTEAM 22REPS 17
Reagan Companies Asset Management, Inc
RIASyracuse, NY
AUM $1.2BTEAM 8REPS 5
Ibex Investors LLC
RIADenver, CO
AUM $1.2BTEAM 23REPS 4
Eldridge Acre Partners, LP
RIALos Angeles, CA
AUM $1.2BTEAM 12REPS 6
Sarofim Realty Advisors LLC
RIAHouston, TX
AUM $1.2BTEAM 7REPS 7
Fulcrum Equity Partners, Inc.
RIAAtlanta, GA
AUM $1.2BTEAM 27REPS 7
Boyne Capital
RIAMiami, FL
AUM $1.2BTEAM 33REPS 3
Affinity Investment Advisors, LLC
RIANewport Beach, CA
AUM $1.2BTEAM 6REPS 2
NTV Asset Management, LLC
RIACharleston, WV
AUM $1.2BTEAM 5REPS 5
Lake Street
RIAChicago, IL
AUM $1.2BTEAM 9REPS 6
Academy Capital Management
RIAWaco, TX
AUM $1.2BTEAM 9REPS 7
Other AUM ranges
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