RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Overbrook Management Corporation
RIANew York, NY
AUM $1.1BTEAM 17REPS 7
Adamsbrown Wealth Consultants LLC
RIAWichita, KS
AUM $1.1BTEAM 22REPS 17
Witt Lake Asset Management LLC
RIAStamford, CT
AUM $1.1BTEAM 2REPS 5
Wealthplan Partners
RIAOmaha, NE
AUM $1.1BTEAM 56REPS 21
Bluestem Wealth Partners, LLC
RIAMinnetonka, MN
AUM $1.1BTEAM 34REPS 19
New Century Partners
RIAAUM $1.1BTEAM 1REPS 1
Knightsbridge Wealth Management
RIANewport Beach, CA
AUM $1.1BTEAM 13REPS 10
Wishbone Management, LP
RIAChicago, IL
AUM $1.1BTEAM 22REPS 5
Wilkins Investment Counsel, Inc
RIABoston, MA
AUM $1.1BTEAM 11REPS 7
Aldrich Capital Partners LLC
RIAMclean, VA
AUM $1.1BTEAM 52REPS 2
Founders Family Office
RIAMiami, FL
AUM $1.1BTEAM 17REPS 4
Schaefer Financial Management, Inc.
RIACentennial, CO
AUM $1.1BTEAM 9REPS 8
Lynx Investment Advisory, LLC
RIAWashington, DC
AUM $1.1BTEAM 13REPS 12
Crescent Cove Advisors, LP
RIASan Francisco, CA
AUM $1.1BTEAM 11REPS 2
Lighthouse Financial Advisors, Inc.
RIARed Bank, NJ
AUM $1.1BTEAM 9REPS 4
HTG Investment Advisors Inc
RIANew Canaan, CT
AUM $1.1BTEAM 12REPS 12
Smith Brothers Financial, LLC
RIAGlastonbury, CT
AUM $1.1BTEAM 7REPS 8
Godspeed Capital Management LP
RIAWashington, DC
AUM $1.1BTEAM 11REPS 2
Capital Advisors Wealth Management
RIAYakima, WA
AUM $1.1BTEAM 10REPS 6
Ameriserv Wealth Advisors Inc
RIAJohnstown, PA
AUM $1.1BTEAM 4REPS 11
Arthur M. Cohen & Associates LLC
RIANorthbrook, IL
AUM $1.1BTEAM 5REPS 4
Bearing Point Capital
RIARichfield, MN
AUM $1.1BTEAM 7REPS 7
Abry Partners III, LLC
RIABoston, MA
AUM $1.1BTEAM 100REPS 3
Markets Infrastructure Partners
RIANew York, NY
AUM $1.1BTEAM 6REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?