RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Crest Rock Partners
RIADenver, CO
AUM $1.1BTEAM 14REPS 3
Minneapolis Portfolio Management Group, LLC
RIAWayzata, MN
AUM $1.1BTEAM 9REPS 3
Cohen Capital
RIAChicago, IL
AUM $1.1BTEAM 11REPS 9
Enclave Advisors, LLC
RIAAustin, TX
AUM $1.1BTEAM 6REPS 4
Lyric Capital Management Group, L.P.
RIANew York, NY
AUM $1.1BTEAM 11REPS 4
Nexa Equity LLC
RIASan Francisco, CA
AUM $1.1BTEAM 14REPS 2
Nexpoint Real Estate Advisors X, L.P.
RIADallas, TX
AUM $1.1BTEAM 2REPS 5
Bruni J V & Co
RIAColorado Springs, CO
AUM $1.1BTEAM 5REPS 5
Stage Harbor Financial
RIAWestwood, MA
AUM $1.1BTEAM 11REPS 8
Asset Consulting Group, LLC
RIAClayton, MO
AUM $1.1BTEAM 50REPS 20
Financial Consulate
RIAHunt Valley, MD
AUM $1.1BTEAM 25REPS 13
Night Owl Capital Management, LLC
RIAGreenwich, CT
AUM $1.1BTEAM 8REPS 6
One Charles Private Wealth
RIAHingham, MA
AUM $1.1BTEAM 7REPS 5
Presidio Investors LLC
RIAAustin, TX
AUM $1.1BTEAM 13REPS 5
New Harbor Capital
RIAChicago, IL
AUM $1.1BTEAM 18REPS 3
Towneley Capital Management, Inc.
RIALaguna Hills, CA
AUM $1.1BTEAM 12REPS 7
PKS Advisory Services, LLC
RIAAlbany, NY
AUM $1.1BTEAM 45REPS 48
Makarora
RIANew York, NY
AUM $1.1BTEAM 19REPS 4
LWM Advisory Services, LLC
RIAPlantation, FL
AUM $1.1BTEAM 10REPS 8
Jackson Hole Capital Partners, LLC
RIATulsa, OK
AUM $1.1BTEAM 6REPS 3
Holt Capital Partners, L.P.
RIAFort Worth, TX
AUM $1.1BTEAM 6REPS 2
CS Capital Management Inc
RIAEl Segundo, CA
AUM $1.1BTEAM 7REPS 2
LFA
RIALugano Ticino
AUM $1.1BTEAM 11REPS 12
The Joseph Group Capital Management
RIAColumbus, OH
AUM $1.1BTEAM 25REPS 12
Other AUM ranges
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