RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
First Pacific Financial, Inc.
RIAVancouver, WA
AUM $1.9BTEAM 33REPS 22
AMI Asset Management Corp
RIALos Angeles, CA
AUM $1.9BTEAM 13REPS 9
Conservest Capital Advisors Inc
RIAWynnewood, PA
AUM $1.9BTEAM 7REPS 9
Tspi, LP
RIANew York, NY
AUM $1.9BTEAM 34REPS 7
Rossmore Private Capital, LLC
RIAGlastonbury, CT
AUM $1.9BTEAM 10REPS 4
Magnetar Asset Management LLC
RIAEvanston, IL
AUM $1.9BTEAM 167REPS 7
Private Wealth Partners, LLC
RIAMill Valley, CA
AUM $1.9BTEAM 9REPS 8
Terry Mcdaniel & Company
RIAAustin, TX
AUM $1.9BTEAM 13REPS 8
Heartland Advisors, Inc.
RIAMilwaukee, WI
AUM $1.9BTEAM 26REPS 16
CIP Advisors, LLC
RIAWest Palm Beach, FL
AUM $1.9BTEAM 23REPS 4
SHP Wealth Management, LLC
RIAPlymouth, MA
AUM $1.9BTEAM 52REPS 32
Falcon Wealth Planning, Inc.
RIAOntario, CA
AUM $1.9BTEAM 42REPS 26
Skybridge Capital II, LLC
RIANew York, NY
AUM $1.9BTEAM 24REPS 5
Novare Capital Management
RIACharlotte, NC
AUM $1.9BTEAM 23REPS 20
Laramar Multi-Family Value Manager, LLC
RIAChicago, IL
AUM $1.9BTEAM 19REPS 6
Artemis Wealth Advisors, LLC
RIAPort Washington, NY
AUM $1.9BTEAM 9REPS 2
DT Investment Partners, LLC
RIAChadds Ford, PA
AUM $1.9BTEAM 8REPS 7
Carousel Capital Management Company, L.P.
RIACharlotte, NC
AUM $1.9BTEAM 19REPS 5
Kildare Partners US, LLC
RIAWestlake, TX
AUM $1.9BTEAM 40REPS 4
Prep Investment Advisers, L.L.C.
RIAChicago, IL
AUM $1.9BTEAM 34REPS 5
Resolute Partners Group
RIASan Francisco, CA
AUM $1.9BTEAM 5REPS 5
Continuum Advisory, LLC
RIAEagle, ID
AUM $1.9BTEAM 66REPS 39
Patriot Investment Management Group Inc
RIAKnoxville, TN
AUM $1.9BTEAM 25REPS 14
Pembroke Management Ltd.
RIAMontreal
AUM $1.9BTEAM 25REPS 10
Other AUM ranges
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