RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Fermata Advisors
RIASonoma, CA
AUM $1BTEAM 27REPS 14
Anderson Growth Partners, LLC
RIABirmingham, AL
AUM $1BTEAM 14REPS 5
Vectors Asset Management
RIANew York, NY
AUM $1BTEAM 4REPS 3
The Northstar Group, Inc.
RIANew York, NY
AUM $1BTEAM 6REPS 5
Renovo Capital, LLC
RIADallas, TX
AUM $1BTEAM 14REPS 3
Legacy Financial Group
RIADes Moines, IA
AUM $1BTEAM 18REPS 10
Pelican Energy Partners
RIAHouston, TX
AUM $1BTEAM 29REPS 6
Aire Advisors, LLC
RIABeverly Hills, CA
AUM $1BTEAM 9REPS 12
West Paces Advisors, Inc.
RIAAtlanta, GA
AUM $1BTEAM 7REPS 6
M Financial Investment Advisers Inc
RIAPortland, OR
AUM $1BTEAM 3REPS 7
Great Hill Capital, LLC
RIAAUM $1BTEAM 1REPS 1
East Coast Asset Management, LLC
RIAEssex, MA
AUM $1BTEAM 9REPS 5
Arlon Advisor LLC
RIANew York, NY
AUM $1BTEAM 60REPS 5
Volofin Capital Management
RIADaniel Island, SC
AUM $1BTEAM 9REPS 2
PYA Waltman Capital, LLC
RIAKnoxville, TN
AUM $1BTEAM 17REPS 12
Mcglone Suttner Wealth Management, Inc.
RIAAppleton, WI
AUM $1BTEAM 14REPS 8
Bhms Investments, LP
RIAWestport, CT
AUM $1BTEAM 13REPS 3
Corbyn Investment Management Inc
RIALutherville, MD
AUM $1BTEAM 10REPS 8
Longuevue Management Company LLC
RIAMetairie, LA
AUM $1BTEAM 25REPS 8
The Quarry LP
RIANew York, NY
AUM $1BTEAM 11REPS 2
Longford Capital
RIAChicago, IL
AUM $1BTEAM 14REPS 6
Burling Wealth Partners
RIAChicago, IL
AUM $1BTEAM 8REPS 7
Bainbridge Partners LLP
RIALondon
AUM $1BTEAM 18REPS 3
Bluesky Wealth Advisors, LLC
RIANew Bern, NC
AUM $1BTEAM 14REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?