RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Petredis Investment Advisors
RIAWarrendale, PA
AUM $1.7BTEAM 10REPS 7
Nevastar Finance Ltd
RIALondon
AUM $1.7BTEAM 27REPS 2
Lee Financial Company, LLC
RIADallas, TX
AUM $1.7BTEAM 39REPS 32
Smith Affiliated Capital Corp.
RIANew York, NY
AUM $1.7BTEAM 10REPS 9
Clearwater Capital Partners
RIAHoffman Estates, IL
AUM $1.7BTEAM 23REPS 14
Argonne Capital Group, LLC
RIAAtlanta, GA
AUM $1.7BTEAM 82REPS 5
Ember Infrastructure
RIANew York, NY
AUM $1.7BTEAM 21REPS 4
Trace Capital Management LP
RIAHouston, TX
AUM $1.7BTEAM 16REPS 7
Transom Capital Group
RIAEl Segundo, CA
AUM $1.7BTEAM 27REPS 2
Weatherly Asset Management
RIADel Mar, CA
AUM $1.7BTEAM 16REPS 11
Patton Albertson Miller Group, LLC
RIAChattanooga, TN
AUM $1.7BTEAM 23REPS 20
Renwave Kore, LLC
RIAGreenwich, CT
AUM $1.7BTEAM 14REPS 3
Advyzon Investment Management, LLC
RIALisle, IL
AUM $1.7BTEAM 21REPS 4
CPC Advisors, LLC
RIAAtlanta, GA
AUM $1.7BTEAM 31REPS 17
Adar1 Capital Management, LLC
RIAAustin, TX
AUM $1.7BTEAM 11REPS 3
J.M. Forbes & Co LLP
RIABoston, MA
AUM $1.7BTEAM 21REPS 9
Tailwind Advisors
RIAFort Worth, TX
AUM $1.7BTEAM 12REPS 8
Dominus Capital Management, L.P.
RIANew York, NY
AUM $1.7BTEAM 14REPS 4
Primus Capital Partners, Inc.
RIAAtlanta, GA
AUM $1.7BTEAM 19REPS 2
KMG Fiduciary Partners, LLC
RIAToledo, OH
AUM $1.7BTEAM 16REPS 7
Perpetua
RIACape Town Western Cape
AUM $1.7BTEAM 24REPS 7
Quantitative Investment Management, LLC
RIACharlottesville, VA
AUM $1.7BTEAM 39REPS 6
Founders Circle Capital, LLC
RIACampbell, CA
AUM $1.7BTEAM 15REPS 5
Conway Investment Solutions
RIASaint Louis, MO
AUM $1.7BTEAM 20REPS 6
Other AUM ranges
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