RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Alliance Partners LLC
RIAChevy Chase, MD
AUM $1.9BTEAM 21REPS 5
Sisung Investment Management Services LLC
RIAMetairie, LA
AUM $1.9BTEAM 7REPS 6
Brooke Private Equity Associates Management LLC
RIABoston, MA
AUM $1.9BTEAM 19REPS 6
Clarity Investment Management Inc.
RIAVancouver
AUM $1.9BTEAM 20REPS 2
SCS
RIABellevue, WA
AUM $1.9BTEAM 46REPS 32
Voss Capital, LP
RIAHouston, TX
AUM $1.9BTEAM 11REPS 2
Radian Capital LLC
RIANew York, NY
AUM $1.9BTEAM 28REPS 4
Elda River Capital Management, LLC
RIAHouston, TX
AUM $1.9BTEAM 15REPS 4
Parabellum Capital LLC
RIANew York, NY
AUM $1.9BTEAM 18REPS 4
Penn Capital Management Company, LLC
RIAPhiladelphia, PA
AUM $1.9BTEAM 16REPS 5
RVW Wealth LLC
RIALos Angeles, CA
AUM $1.9BTEAM 19REPS 8
Rose Grove Capital Management, LLC
RIAWellesley, MA
AUM $1.9BTEAM 15REPS 3
Lument Investment Management, LLC
RIANew York, NY
AUM $1.9BTEAM 447REPS 4
Diversified Portfolios, Inc.
RIABloomfield Hills, MI
AUM $1.9BTEAM 19REPS 11
CFO4Life
RIACoppell, TX
AUM $1.9BTEAM 22REPS 12
FS Specialty Lending Advisor, LLC
RIAPhiladelphia, PA
AUM $1.9BTEAM 177REPS 7
E2P
RIAChicago, IL
AUM $1.9BTEAM 19REPS 3
Nexpoint Real Estate Advisors VII, L.P.
RIADallas, TX
AUM $1.9BTEAM 2REPS 5
Hein Park Capital Management LP
RIANew York, NY
AUM $1.9BTEAM 16REPS 3
Rebalance LLC
RIAPalo Alto, CA
AUM $1.9BTEAM 18REPS 9
Fourthought Financial Partners, LLC
RIAVenice, FL
AUM $1.9BTEAM 20REPS 12
Meyers Wealth Management, LLC
RIAColumbus, OH
AUM $1.9BTEAM 10REPS 9
First Pacific Financial, Inc.
RIAVancouver, WA
AUM $1.9BTEAM 33REPS 22
AMI Asset Management Corp
RIALos Angeles, CA
AUM $1.9BTEAM 13REPS 9
Other AUM ranges
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