RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Aristotle Atlantic Partners, LLC
RIASarasota, FL
AUM $2.2BTEAM 7REPS 13
Riverfront Investment Group, LLC
RIARichmond, VA
AUM $2.2BTEAM 46REPS 35
E. S. Barr & Company
RIALexington, KY
AUM $2.2BTEAM 6REPS 4
Detalus Advisors, LLC
RIASaint Louis, MO
AUM $2.2BTEAM 15REPS 14
Longrange Capital, L.P.
RIAStamford, CT
AUM $2.2BTEAM 17REPS 2
TPG Financial Advisors, LLC
RIAPortland, OR
AUM $2.2BTEAM 21REPS 19
Oakmont Corporation
RIALos Angeles, CA
AUM $2.2BTEAM 35REPS 5
Occudo Quantitative Strategies LP
RIAFort Lauderdale, FL
AUM $2.2BTEAM 5REPS 2
Golden State Wealth Management, LLC
RIAPowell, WY
AUM $2.2BTEAM 45REPS 49
Further Global Capital Management, L.P.
RIANew York, NY
AUM $2.2BTEAM 13REPS 2
Smith Group Asset Management, LLC
RIADallas, TX
AUM $2.2BTEAM 14REPS 10
Grandfield & Dodd, LLC
RIANew York, NY
AUM $2.2BTEAM 16REPS 4
Alphaquest LLC
RIANew York, NY
AUM $2.2BTEAM 42REPS 11
Patten And Patten, Inc.
RIAChattanooga, TN
AUM $2.2BTEAM 13REPS 4
Newsouth Capital Management Inc
RIAMemphis, TN
AUM $2.2BTEAM 11REPS 11
The Forum Finance Group SA
RIAGeneva
AUM $2.2BTEAM 27REPS 11
CRG
RIAHouston, TX
AUM $2.2BTEAM 21REPS 6
Kosmos Management LLC
RIASeattle, WA
AUM $2.2BTEAM 34REPS 7
FS Structured Products Advisor, LLC
RIAPhiladelphia, PA
AUM $2.2BTEAM 183REPS 5
The Investment House LLC
RIARedondo Beach, CA
AUM $2.2BTEAM 11REPS 9
JD Euroway Capital Partners LLC
RIAMontreal
AUM $2.2BTEAM 1REPS 1
Kiley Juergens Wealth Management, LLC
RIAOlympia, WA
AUM $2.2BTEAM 26REPS 12
John Hancock Personal Financial Services, LLC
RIABoston, MA
AUM $2.2BTEAM 149REPS 71
1834 Investment Advisors Co
RIAMilwaukee, WI
AUM $2.2BTEAM 45REPS 21
Other AUM ranges
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