RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Coyle
RIAGlenview, IL
AUM $1BTEAM 24REPS 11
Dtcp USA LLC
RIALas Vegas, NV
AUM $1BTEAM 4REPS 2
Mack Real Estate Credit Strategies, L.P.
RIANew York, NY
AUM $1BTEAM 70REPS 5
Sittner & Nelson, LLC
RIAEugene, OR
AUM $1BTEAM 6REPS 4
QP Global Family Offices, LLC
RIAGreenwich, CT
AUM $1BTEAM 9REPS 4
Counterpointe Investment Management LLC
RIAStamford, CT
AUM $1BTEAM 36REPS 4
Matauro, LLC
RIANew York, NY
AUM $1BTEAM 16REPS 10
Bayou City Energy
RIAHouston, TX
AUM $1BTEAM 9REPS 4
Baker Ellis Asset Management LLC
RIAVancouver, WA
AUM $1BTEAM 5REPS 5
NGC Investment Management
RIADarien, CT
AUM $1BTEAM 7REPS 6
Morling Financial Advisors, LLC
RIAFremont, CA
AUM $1BTEAM 21REPS 17
Quona Capital Management LLC
RIAWashington, DC
AUM $1BTEAM 27REPS 3
Bridgeport Financial Solutions
RIAPhoenix, AZ
AUM $1BTEAM 9REPS 23
Weaver Consulting Group, LLC
RIAHuntington Beach, CA
AUM $1BTEAM 7REPS 4
High Probability Advisors, LLC
RIAPittsford, NY
AUM $1BTEAM 16REPS 9
Manchester Financial Inc
RIAWestlake Village, CA
AUM $1BTEAM 19REPS 11
Weatherford Capital Management
RIATampa, FL
AUM $1BTEAM 14REPS 4
Three Bridge Wealth Advisors
RIALos Altos, CA
AUM $1BTEAM 10REPS 3
Marble Wealth, LLC
RIAMontgomery, AL
AUM $1BTEAM 6REPS 5
Paragon Financial Advisors
RIACollege Station, TX
AUM $1BTEAM 17REPS 13
RPG Investment Advisory, LLC
RIAPleasanton, CA
AUM $1BTEAM 9REPS 5
Biglari Capital Corp.
RIASan Antonio, TX
AUM $1BTEAM 4REPS 2
Cifc Investment Management LLC
RIAMiami, FL
AUM $1BTEAM 200REPS 5
Fitzroy Investment Advisors LLC
RIAAventura, FL
AUM $1BTEAM 9REPS 2
Other AUM ranges
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