RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Terry Mcdaniel & Company
RIAAustin, TX
AUM $1.9BTEAM 13REPS 8
Heartland Advisors, Inc.
RIAMilwaukee, WI
AUM $1.9BTEAM 26REPS 15
CIP Pe 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 18
Legalist
RIASan Francisco, CA
AUM $1.9BTEAM 36REPS 4
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
Brickwood Asset Management
RIALondon
AUM $1.9BTEAM 10REPS 5
DT Investment Partners, LLC
RIAChadds Ford, PA
AUM $1.9BTEAM 8REPS 8
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
Mora Capital Management, LLC
RIAMiami, FL
AUM $1.9BTEAM 49REPS 32
Freedom Funds Management Co
RIADenver, CO
AUM $1.9BTEAM 9REPS 1
Main Management, LLC
RIASan Francisco, CA
AUM $1.9BTEAM 27REPS 24
Arc70 Advisers LP
RIABurlingame, CA
AUM $1.9BTEAM 32REPS 4
Numerai
RIAPresidio, CA
AUM $1.9BTEAM 12REPS 2
Other AUM ranges
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