RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
The Portfolio Strategy Group, LLC
RIAWhite Plains, NY
AUM $2.6BTEAM 15REPS 7
Avance Investment Management, LLC
RIANew York, NY
AUM $2.6BTEAM 25REPS 4
Ingham Retirement Group
RIAMiami, FL
AUM $2.6BTEAM 10REPS 15
Quinn Opportunity Partners
RIACharlottesville, VA
AUM $2.6BTEAM 2REPS 1
Argos Capital Partners, LLC
RIASaint Louis, MO
AUM $2.6BTEAM 15REPS 2
Acropolis Investment Management
RIAChesterfield, MO
AUM $2.6BTEAM 44REPS 37
Divisadero Street Capital Management, LP
RIAMiami, FL
AUM $2.6BTEAM 11REPS 2
LCG Associates, Inc.
RIAAtlanta, GA
AUM $2.6BTEAM 58REPS 11
LL Funds
RIAPhiladelphia, PA
AUM $2.6BTEAM 28REPS 7
Motley Fool Asset Management
RIAAlexandria, VA
AUM $2.6BTEAM 14REPS 5
Tradition Wealth Management LLC
RIAEdina, MN
AUM $2.6BTEAM 32REPS 23
Sora Investors
RIABryn Mawr, PA
AUM $2.6BTEAM 13REPS 5
Trajan Wealth, L.L.C.
RIAScottsdale, AZ
AUM $2.6BTEAM 140REPS 55
Checchi Capital Advisers, LLC
RIABeverly Hills, CA
AUM $2.6BTEAM 29REPS 11
WFM Asia (Bvi) Limited
RIAHong Kong
AUM $2.6BTEAM 13REPS 5
WFM Asia (HK) Limited
RIAHong Kong
AUM $2.6BTEAM 13REPS 5
S2G Investments, LLC
RIAChicago, IL
AUM $2.6BTEAM 55REPS 6
Pear Tree Advisors, Inc.
RIALincoln, MA
AUM $2.6BTEAM 12REPS 6
Edison Partners Management, LLC
RIANashville, TN
AUM $2.6BTEAM 22REPS 6
Tyree & D'Angelo Partners Management LP
RIAChicago, IL
AUM $2.6BTEAM 56REPS 3
Pegasus Tech Ventures, Inc.
RIASan Jose, CA
AUM $2.6BTEAM 46REPS 2
The Catalyst Capital Group Inc.
RIAToronto
AUM $2.6BTEAM 16REPS 5
Deroy & Devereaux Private Investment Counsel, Inc.
RIABloomfield Hills, MI
AUM $2.6BTEAM 19REPS 12
Maple Capital Management, Inc.
RIAMontpelier, VT
AUM $2.6BTEAM 27REPS 17
Other AUM ranges
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