RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Corvus Wealth Advisors LLC
RIATempleton, CA
AUM $1.1BTEAM 19REPS 9
CIM Capital Ic Management, LLC
RIALos Angeles, CA
AUM $1.1BTEAM 160REPS 4
Maritime Capital
RIANew York, NY
AUM $1.1BTEAM 12REPS 1
Trebuchet Consulting, LLC
RIAPittsburgh, PA
AUM $1.1BTEAM 7REPS 4
SV Health Investors, LLC
RIABoston, MA
AUM $1.1BTEAM 26REPS 9
FJ Capital Management LLC
RIAMclean, VA
AUM $1.1BTEAM 18REPS 3
Summit Asset Management LLC
RIAMemphis, TN
AUM $1.1BTEAM 8REPS 7
Goldstein Advisors, LLC
RIAMadison, WI
AUM $1.1BTEAM 19REPS 12
Pointoak Retirement Advisors
RIAMclean, VA
AUM $1.1BTEAM 3REPS 3
Solomon Hess Capital Management
RIAArlington, VA
AUM $1.1BTEAM 7REPS 2
Concentus Wealth Advisors
RIANewtown Square, PA
AUM $1.1BTEAM 12REPS 9
Greenlake Asset Management LLC
RIASouth Pasadena, CA
AUM $1.1BTEAM 20REPS 4
Horizon Wealth Management
RIALa Grange, IL
AUM $1.1BTEAM 10REPS 6
Cornerstone Trust Management Services LLC
RIAAltamonte Spirngs, FL
AUM $1.1BTEAM 2REPS 5
Basecamp Wealth Advisors, LLC
RIABellevue, WA
AUM $1.1BTEAM 4REPS 5
Sterling Investment Advisors Ltd.
RIABerwyn, PA
AUM $1.1BTEAM 7REPS 8
Bridge33 Investment Management LLC
RIASeattle, WA
AUM $1.1BTEAM 25REPS 6
Fulcrum Capital, LLC
RIASeattle, WA
AUM $1.1BTEAM 13REPS 8
AMB Wealth, LLC
RIAThomasville, GA
AUM $1.1BTEAM 23REPS 19
Fort Baker Capital Management LP
RIALarkspur, CA
AUM $1.1BTEAM 9REPS 3
Elwood & Goetz
RIAAthens, GA
AUM $1.1BTEAM 29REPS 21
Mattern Capital Management, LLC
RIALakewood, CO
AUM $1.1BTEAM 9REPS 9
American Investment Services Inc
RIAGreat Barrington, MA
AUM $1.1BTEAM 10REPS 12
Spinnaker Investment Group, LLC
RIANewport Beach, CA
AUM $1.1BTEAM 11REPS 8
Other AUM ranges
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