RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
Cannon Financial Strategists, Inc.
RIAAthens, GA
AUM $1.7BTEAM 33REPS 28
Capitol Meridian Partners LP
RIAWashington, DC
AUM $1.7BTEAM 15REPS 4
Orange Investment Advisors, Inc.
RIAGoshen, NY
AUM $1.7BTEAM 18REPS 17
Armstrong Advisory Group Inc.
RIANeedham, MA
AUM $1.7BTEAM 22REPS 15
Aterian Investment Management, LP
RIANew York, NY
AUM $1.7BTEAM 22REPS 4
Energize Capital LLC
RIAChicago, IL
AUM $1.7BTEAM 26REPS 5
Island Investment Management LLC
RIANew York, NY
AUM $1.7BTEAM 80REPS 13
Fora Capital, LLC
RIAMiami, FL
AUM $1.7BTEAM 8REPS 3
West Rim Capital Associates II, L.P.
RIALehi, UT
AUM $1.7BTEAM 30REPS 6
KBI Global Investors (North America) Ltd
RIADublin
AUM $1.7BTEAM 57REPS 4
Philosophy Capital Management LLC
RIAAlamo, CA
AUM $1.7BTEAM 8REPS 2
50t Funds
RIANew York, NY
AUM $1.7BTEAM 17REPS 4
Strategic Family Wealth Counselors, L.L.C.
RIAFairfield, NJ
AUM $1.7BTEAM 14REPS 6
Levin Capital Strategies, L.P.
RIANew York, NY
AUM $1.7BTEAM 14REPS 5
Pickering Energy Partners LP
RIAHouston, TX
AUM $1.7BTEAM 51REPS 4
Indigo Partners LLC
RIAScottsdale, AZ
AUM $1.7BTEAM 8REPS 3
Platform Investments, LLC
RIAKansas City, MO
AUM $1.7BTEAM 38REPS 7
Hermes Gpe (USA) Inc
RIANew York, NY
AUM $1.7BTEAM 4REPS 3
Quattro Financial Advisors
RIAThe Woodlands, TX
AUM $1.7BTEAM 3REPS 4
Compass Group LLC
RIANew York, NY
AUM $1.7BTEAM 19REPS 5
Journey Advisory Group, LLC
RIACovington, KY
AUM $1.7BTEAM 31REPS 25
Other AUM ranges
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