RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Viking Fund Management LLC
RIAMinot, ND
AUM $1.1BTEAM 5REPS 3
Dean Capital Management
RIAOverland Park, KS
AUM $1.1BTEAM 6REPS 7
Atlas Capital Advisors Inc.
RIASan Francisco, CA
AUM $1.1BTEAM 10REPS 9
Cityview Management Services, LLC
RIALos Angeles, CA
AUM $1.1BTEAM 30REPS 5
Corre Partners Management, LLC
RIANew York, NY
AUM $1.1BTEAM 15REPS 4
Accel Wealth Management
RIAWaverly, IA
AUM $1.1BTEAM 19REPS 11
Bronte Capital
RIABondi Junction
AUM $1.1BTEAM 11REPS 2
Lucid Advisors, Inc.
RIASeattle, WA
AUM $1.1BTEAM 2REPS 2
Winston Capital Management LLC
RIAArlington, VA
AUM $1.1BTEAM 9REPS 3
Financial Partners Group, Inc.
RIAOverland Park, KS
AUM $1.1BTEAM 9REPS 9
Aether Investment Partners, LLC
RIALittleton, CO
AUM $1.1BTEAM 3REPS 3
ETZ Advisory LLC
RIAAUM $1.1BTEAM 3REPS 3
Virtus Real Estate LLC
RIAAustin, TX
AUM $1.1BTEAM 41REPS 3
Ironvine Capital Partners, LLC
RIAOmaha, NE
AUM $1.1BTEAM 5REPS 5
1ws Capital Advisors, LLC
RIANew York, NY
AUM $1.1BTEAM 9REPS 5
Mark Asset Management LP
RIANew York, NY
AUM $1.1BTEAM 9REPS 4
Liberty Hall Capital Partners, L.P.
RIACharleston, SC
AUM $1.1BTEAM 10REPS 2
Telemark Asset Management, LLC
RIABoston, MA
AUM $1.1BTEAM 3REPS 2
Ivyrock Asset Management (HK) Limited
RIAHong Kong
AUM $1.1BTEAM 13REPS 3
Elgethun Capital Management
RIASioux Falls, SD
AUM $1.1BTEAM 13REPS 10
FI3 Financial Advisors, LLC
RIAIndianapolis, IN
AUM $1.1BTEAM 21REPS 11
Infinitum Asset Management, LLC
RIAFort Lauderdale, FL
AUM $1.1BTEAM 5REPS 3
Waterfront Wealth Inc.
RIAOverland Park, KS
AUM $1.1BTEAM 14REPS 10
Foundation Resource Management, Inc.
RIALittle Rock, AR
AUM $1.1BTEAM 9REPS 6
Other AUM ranges
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