RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Ccaventus Asset Management LP
RIANew York, NY
AUM $3BTEAM 180REPS 6
Baltimore-Washington Financial Advisors
RIAColumbia, MD
AUM $3BTEAM 36REPS 14
Mmbg Investment Advisors Co
RIAMiami, FL
AUM $3BTEAM 14REPS 7
Intellectus Partners, LLC
RIASan Francisco, CA
AUM $3BTEAM 13REPS 6
Pacific Avenue Capital Partners Management Company LLC
RIAManhattan Beach, CA
AUM $3BTEAM 42REPS 4
Fairway Wealth Management LLC
RIAIndependence, OH
AUM $3BTEAM 23REPS 15
NFJ Investment Group, LLC
RIADallas, TX
AUM $3BTEAM 9REPS 8
Montag
RIAAtlanta, GA
AUM $3BTEAM 30REPS 12
Retirement Income Solutions, Inc.
RIAAnn Arbor, MI
AUM $3BTEAM 26REPS 17
Impact Partnership Wealth, LLC
RIAMarietta, GA
AUM $3BTEAM 100REPS 95
Nutter Investment Advisors
RIABoston, MA
AUM $3BTEAM 5REPS 7
Acorn Advisory Capital, L.P.
RIANew York, NY
AUM $3BTEAM 22REPS 3
Cardiff Park Advisors
RIAAUM $3BTEAM 6REPS 1
Sfmg Wealth Advisors
RIAPlano, TX
AUM $3BTEAM 39REPS 17
Resonant Capital Advisors, LLC
RIAMadison, WI
AUM $3BTEAM 25REPS 16
Parcion Private Wealth LLC
RIABellevue, WA
AUM $3BTEAM 28REPS 17
Cohen & Steers Asia Limited
RIACentral
AUM $2.9BTEAM 18REPS 5
Berger Financial Group
RIAPlymouth, MN
AUM $2.9BTEAM 89REPS 52
Hudson Edge Investment Partners, Inc.
RIAJersey City, NJ
AUM $2.9BTEAM 16REPS 5
IWC Investment Partners A/S
RIACopenhagen
AUM $2.9BTEAM 30REPS 7
Point Olema Capital Partners, L.P.
RIASan Francisco, CA
AUM $2.9BTEAM 9REPS 4
Birch Hill Investment Advisors LLC
RIABoston, MA
AUM $2.9BTEAM 19REPS 10
Creative Financial Designs, Inc.
RIAKokomo, IN
AUM $2.9BTEAM 170REPS 164
Mane Global Capital Management LP
RIANew York, NY
AUM $2.9BTEAM 20REPS 4
Other AUM ranges
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