RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Clearwater Advisors, LLC
RIABoise, ID
AUM $4.7BTEAM 9REPS 8
Diversify Advisory Services, LLC
RIASouth Jordan, UT
AUM $4.6BTEAM 206REPS 115
CG Advisory Services
RIAWilliamston, MI
AUM $4.6BTEAM 136REPS 69
Heritage Investors Management Corp
RIABethesda, MD
AUM $4.6BTEAM 22REPS 11
Clean Energy Transition LLP
RIALondon
AUM $4.6BTEAM 14REPS 5
C-Bridge Capital LLC
RIANew York, NY
AUM $4.6BTEAM 8REPS 2
Verdence Capital Advisors, LLC
RIAHunt Valley, MD
AUM $4.6BTEAM 52REPS 38
Caxton Associates (USA) LLC
RIANew York, NY
AUM $4.6BTEAM 25REPS 6
Bowen, Hanes & Co Inc
RIAPonte Vedra, FL
AUM $4.6BTEAM 10REPS 3
Summit Partners Public Asset Management, LLC
RIABoston, MA
AUM $4.6BTEAM 22REPS 4
Pantheon
RIALondon
AUM $4.6BTEAM 406REPS 4
Ancora Advisors LLC
RIAMayfield Heights, OH
AUM $4.6BTEAM 46REPS 12
Quotient Wealth Partners, LLC
RIADallas, TX
AUM $4.6BTEAM 60REPS 34
Templeton Investment Counsel, LLC
RIAFort Lauderdale, FL
AUM $4.6BTEAM 31REPS 5
Seven Bridges Advisors LLC
RIANew York, NY
AUM $4.6BTEAM 23REPS 3
Haussmann 1864 Capital Management LLC
RIANew York, NY
AUM $4.6BTEAM 5REPS 6
Fundstrat Capital
RIANew York, NY
AUM $4.6BTEAM 3REPS 3
Baker Tilly Wealth Management, LLC
RIAMadison, WI
AUM $4.6BTEAM 32REPS 30
Stable Asset Management LP
RIANew York, NY
AUM $4.6BTEAM 21REPS 2
BTC Capital Management
RIADes Moines, IA
AUM $4.6BTEAM 17REPS 14
1932 Investment Management
RIANewark, NJ
AUM $4.6BTEAM 6REPS 3
Globeflex Capital LP
RIASan Diego, CA
AUM $4.6BTEAM 26REPS 8
Castleark Management LLC
RIAChicago, IL
AUM $4.6BTEAM 28REPS 9
Arbor Realty Collateral Management, LLC
RIAUniondale, NY
AUM $4.6BTEAM 50REPS 5
Other AUM ranges
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