RIAs: $1B – $5B AUM
3,228 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Moonrise Capital LP
RIAVero Beach, FL
AUM $1.1BTEAM 3REPS 2
Edge Principal Advisors, LLC
RIANew York, NY
AUM $1.1BTEAM 11REPS 7
Meramec Financial Planners, LLC
RIAClayton, MO
AUM $1.1BTEAM 16REPS 7
Sharkey Howes & Javer Inc
RIADenver, CO
AUM $1.1BTEAM 13REPS 10
Aviance Capital Partners LLC
RIANaples, FL
AUM $1.1BTEAM 11REPS 7
Lvz, Inc.
RIAHolland, MI
AUM $1.1BTEAM 24REPS 17
Trispan (USA) LLC
RIANew York, NY
AUM $1.1BTEAM 11REPS 2
Insight Wealth Partners
RIAPlano, TX
AUM $1.1BTEAM 16REPS 15
Addison Capital
RIAConshohocken, PA
AUM $1.1BTEAM 4REPS 3
Kohmann Bosshard Financial Services, LLC
RIAFairlawn, OH
AUM $1.1BTEAM 9REPS 3
Investcorp Absolute Return Investments LLC
RIANew York, NY
AUM $1.1BTEAM 5REPS 2
CLG LLC
RIALong Beach, CA
AUM $1.1BTEAM 35REPS 22
Vantage Wealth Management, LLC
RIASan Mateo, CA
AUM $1.1BTEAM 9REPS 7
Fiduciary Financial Group, LLC
RIASan Rafael, CA
AUM $1.1BTEAM 9REPS 9
Cadinha & Co LLC
RIAHonolulu, HI
AUM $1.1BTEAM 19REPS 9
Blackrock Realty Advisors Inc
RIANew York, NY
AUM $1.1BTEAM 56REPS 2
Marcypen Capital Partners LLC
RIAAUM $1.1BTEAM 24REPS 5
MAR Vista Investment Partners, LLC
RIALos Angeles, CA
AUM $1.1BTEAM 19REPS 7
Blue Bell Private Wealth Management, LLC
RIABlue Bell, PA
AUM $1.1BTEAM 13REPS 11
Overbrook Management Corporation
RIANew York, NY
AUM $1.1BTEAM 17REPS 6
Adamsbrown Wealth Consultants LLC
RIAWichita, KS
AUM $1.1BTEAM 22REPS 16
Witt Lake Asset Management LLC
RIAStamford, CT
AUM $1.1BTEAM 2REPS 5
Wealthplan Partners
RIAOmaha, NE
AUM $1.1BTEAM 56REPS 29
Bluestem Wealth Partners, LLC
RIAMinnetonka, MN
AUM $1.1BTEAM 34REPS 19
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?