RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Intrua Financial
RIAHouston, TX
AUM $1.7BTEAM 53REPS 36
Solum Partners
RIABoston, MA
AUM $1.7BTEAM 24REPS 5
Finser Investment Advisor
RIASan Antonio, TX
AUM $1.7BTEAM 1REPS 4
Sapient Private Wealth Management, LLC
RIAEugene, OR
AUM $1.7BTEAM 15REPS 13
Parkman Healthcare Partners LLC
RIAStamford, CT
AUM $1.7BTEAM 12REPS 2
Swift Creek Partners
RIADallas, TX
AUM $1.7BTEAM 13REPS 4
Amplius Wealth Advisors
RIABlue Bell, PA
AUM $1.7BTEAM 13REPS 11
Nextech Ventures (US) LLC
RIABoston, MA
AUM $1.7BTEAM 8REPS 3
Rice Hall James & Associates LLC
RIASan Diego, CA
AUM $1.7BTEAM 23REPS 9
Accumulus Capital Management, LLC
RIANew York, NY
AUM $1.7BTEAM 10REPS 3
Equus Capital Partners, Ltd.
RIANewtown Square, PA
AUM $1.7BTEAM 133REPS 9
Bcpc Advisors, LP
RIABoston, MA
AUM $1.7BTEAM 682REPS 11
Latash Investments, LLC
RIAAnchorage, AK
AUM $1.7BTEAM 8REPS 3
Steele Creek Investment Management LLC
RIACharlotte, NC
AUM $1.7BTEAM 12REPS 3
Meridian Wealth Advisors, LLC
RIAAustin, TX
AUM $1.7BTEAM 12REPS 10
WBH Advisory, Inc.
RIABaltimore, MD
AUM $1.7BTEAM 16REPS 11
Amity Ventures
RIASan Francisco, CA
AUM $1.7BTEAM 10REPS 2
Assured Healthcare Partners LLC
RIANew York, NY
AUM $1.7BTEAM 24REPS 3
Center Rock Capital Partners, LP
RIAChicago, IL
AUM $1.7BTEAM 18REPS 3
Main Street Capital Partners
RIAHouston, TX
AUM $1.7BTEAM 116REPS 5
Long Path Partners, LP
RIAStamford, CT
AUM $1.7BTEAM 16REPS 5
RW Investment Management LLC
RIAEagle, ID
AUM $1.7BTEAM 20REPS 14
Commonwealth Credit Advisors, LLC
RIAWest Palm Beach, FL
AUM $1.7BTEAM 150REPS 7
WNY Asset Management, LLC
RIAWilliamsville, NY
AUM $1.7BTEAM 35REPS 29
Other AUM ranges
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