RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Journey Advisory Group, LLC
RIACovington, KY
AUM $1.7BTEAM 31REPS 23
Dorchester Capital Advisors, LLC
RIALos Angeles, CA
AUM $1.7BTEAM 15REPS 7
Richbrook Advisors, LP
RIANew York, NY
AUM $1.7BTEAM 8REPS 4
The Hoerner Planning Group, LLC
RIAMiddleburg, VA
AUM $1.7BTEAM 8REPS 5
Dock Street Capital Management LLC
RIAWestport, CT
AUM $1.7BTEAM 4REPS 4
Bain Capital Partnership Strategies, LP
RIABoston, MA
AUM $1.7BTEAM 17REPS 6
Blue Sea Capital LLC
RIAWest Palm Beach, FL
AUM $1.7BTEAM 24REPS 3
Martin & Company Investment Counsel
RIAKnoxville, TN
AUM $1.7BTEAM 6REPS 14
LPC Realty Advisors I, LLC
RIAChicago, IL
AUM $1.6BTEAM 9REPS 2
Personal Cfo Solutions LLC
RIAChester, NJ
AUM $1.6BTEAM 18REPS 11
Pathway Financial Advisors, LLC
RIASouth Burlington, VT
AUM $1.6BTEAM 11REPS 6
MWP Advisory, LLC
RIANew York, NY
AUM $1.6BTEAM 39REPS 8
Park Presidio Capital LLC
RIASan Francisco, CA
AUM $1.6BTEAM 8REPS 3
Lyell Wealth Management LP
RIAMenlo Park, CA
AUM $1.6BTEAM 11REPS 4
ERA Partners LLC
RIASan Francisco, CA
AUM $1.6BTEAM 15REPS 4
Strategic Wealth Partners, Ltd.
RIAIndependence, OH
AUM $1.6BTEAM 24REPS 21
Cordillera Investment Partners, L.P.
RIASan Francisco, CA
AUM $1.6BTEAM 12REPS 4
Scarborough Capital Management
RIAAnnapolis, MD
AUM $1.6BTEAM 23REPS 15
Buck Wealth Strategies, LLC
RIADenver, CO
AUM $1.6BTEAM 102REPS 51
ARS Wealth Advisors
RIASt Petersburg, FL
AUM $1.6BTEAM 24REPS 16
Steel Grove Capital Advisors, LLC
RIAMemphis, TN
AUM $1.6BTEAM 13REPS 7
Tree Line Management
RIAHong Kong
AUM $1.6BTEAM 16REPS 2
Willow Wealth
RIANew York, NY
AUM $1.6BTEAM 105REPS 7
First Principles Group
RIAAUM $1.6BTEAM 2REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?