RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
American Investment Services Inc
RIAGreat Barrington, MA
AUM $1.1BTEAM 10REPS 12
Spinnaker Investment Group, LLC
RIANewport Beach, CA
AUM $1.1BTEAM 11REPS 8
DSF Advisors, LLC
RIABoston, MA
AUM $1.1BTEAM 21REPS 4
Power Sustainable Manager US, Inc.
RIAMiami, FL
AUM $1.1BTEAM 31REPS 3
Providence Capital Advisors, LLC
RIACharlotte, NC
AUM $1.1BTEAM 14REPS 7
Occidental Asset Management, LLC
RIABurlingame, CA
AUM $1.1BTEAM 15REPS 12
Forester Capital, L.L.C.
RIAStamford, CT
AUM $1.1BTEAM 8REPS 2
Hendershot Investments, Inc.
RIAAUM $1.1BTEAM 6REPS 6
Trinity Alps Capital
RIASan Francisco, CA
AUM $1.1BTEAM 6REPS 3
Balboa Wealth Partners, Inc.
RIAScottsdale, AZ
AUM $1.1BTEAM 36REPS 27
Concord Wealth Partners
RIAAbingdon, VA
AUM $1.1BTEAM 20REPS 11
Jackson Wealth Management, LLC
RIALake Mary, FL
AUM $1.1BTEAM 10REPS 9
AC Wealth Partners
RIABerwyn, PA
AUM $1.1BTEAM 13REPS 7
Yeske Buie Inc.
RIAVienna, VA
AUM $1.1BTEAM 17REPS 10
Parr Mcknight Wealth Management Group
RIAMinneapolis, MN
AUM $1.1BTEAM 14REPS 11
ACK Asset Management LLC
RIAGreenwich, CT
AUM $1.1BTEAM 10REPS 6
ST. Clair Advisors, LLC
RIAMayfield Heights, OH
AUM $1.1BTEAM 12REPS 4
Counterpointe Investment Management LLC
RIAStamford, CT
AUM $1.1BTEAM 36REPS 4
Almitas Capital LLC
RIASanta Monica, CA
AUM $1.1BTEAM 12REPS 2
Bourgeon Capital Management LLC
RIADarien, CT
AUM $1.1BTEAM 7REPS 6
RMC Investment Advisors
RIAWest Hartford, CT
AUM $1.1BTEAM 14REPS 7
Pivotal Advisors LLC
RIANew York, NY
AUM $1.1BTEAM 4REPS 1
The Raelipskie Partnership
RIAWaterloo
AUM $1.1BTEAM 25REPS 4
Fiduciary Benefits Group
RIAAUM $1.1BTEAM 3REPS 4
Other AUM ranges
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