RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Frazier Financial Advisors, LLC
RIAColumbus, OH
AUM $1.2BTEAM 20REPS 13
Library Research Limited
RIAHong Kong
AUM $1.2BTEAM 10REPS 2
Kennedy Lewis Capital Holdings LLC
RIANew York, NY
AUM $1.2BTEAM 144REPS 5
Efficient Capital Management LLC
RIAWarrenville, IL
AUM $1.2BTEAM 29REPS 9
Northlane Capital Partners
RIABethesda, MD
AUM $1.2BTEAM 22REPS 1
Alaska Wealth Advisors
RIAAnchorage, AK
AUM $1.2BTEAM 23REPS 15
Kerberrose Wealth Management, LLC
RIAShawano, WI
AUM $1.2BTEAM 13REPS 14
Jacobs & Company, LLC
RIASan Francisco, CA
AUM $1.2BTEAM 5REPS 3
Third View Private Wealth
RIAWestport, CT
AUM $1.2BTEAM 11REPS 8
Arkos Global Advisors, LLC
RIAHouston, TX
AUM $1.2BTEAM 17REPS 12
Toth Financial Advisory Corp
RIALeesburg, VA
AUM $1.2BTEAM 18REPS 10
Verity Asset Management
RIADurham, NC
AUM $1.2BTEAM 77REPS 56
Corevision Financial Group
RIAShelbyville, IN
AUM $1.2BTEAM 11REPS 11
Generation Capital Management LLC
RIAPittsford, NY
AUM $1.2BTEAM 4REPS 2
Canopy Wealth Management
RIAMiddleton, WI
AUM $1.2BTEAM 12REPS 10
Longview Wealth Management
RIAAtlanta, GA
AUM $1.2BTEAM 24REPS 12
Kelleher Financial Advisors, LLC
RIANew York, NY
AUM $1.2BTEAM 13REPS 9
Cooper/Haims Advisors, LLC
RIAVictor, NY
AUM $1.2BTEAM 19REPS 10
Korhorn Financial Group
RIAGranger, IN
AUM $1.2BTEAM 113REPS 46
Aubrey Capital Management
RIAEdinburgh Mid Lothian
AUM $1.2BTEAM 26REPS 5
Parliament Capital Management, LLC
RIASan Juan, PR
AUM $1.2BTEAM 19REPS 9
ATW Partners LLC
RIANew York, NY
AUM $1.2BTEAM 16REPS 3
Astatine Investment Partners
RIAGreenwich, CT
AUM $1.2BTEAM 24REPS 6
AB2 Capital Partners LLC
RIAHollywood, FL
AUM $1.1BTEAM 1REPS 1
Other AUM ranges
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