RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Homestead Capital USA, LLC
RIASan Francisco, CA
AUM $1.6BTEAM 23REPS 5
Kavar Capital Partners
RIALeawood, KS
AUM $1.6BTEAM 6REPS 5
Sweetwater Private Equity
RIAEncinitas, CA
AUM $1.6BTEAM 20REPS 4
Credicorp Capital Advisors LLC
RIAMiami, FL
AUM $1.6BTEAM 26REPS 21
Metaurus Advisors LLC
RIAHoboken, NJ
AUM $1.6BTEAM 8REPS 5
ILS Advisory Services, LLC
RIANashville, TN
AUM $1.6BTEAM 6REPS 2
Thrive Wealth Management, LLC
RIAAudubon, PA
AUM $1.6BTEAM 15REPS 11
Vercap Management LLC
RIALos Angeles, CA
AUM $1.6BTEAM 8REPS 2
REX Advisers, LLC
RIAFairfield, CT
AUM $1.6BTEAM 12REPS 5
Petersen Hastings Wealth Advisors, Inc.
RIAKennewick, WA
AUM $1.6BTEAM 19REPS 17
Astatine Investment Partners
RIAGreenwich, CT
AUM $1.6BTEAM 24REPS 6
Dundee Maestro Management, LP
RIAAUM $1.6BTEAM 6REPS 2
ATL Advisor LP
RIANew York, NY
AUM $1.6BTEAM 13REPS 3
Inverness Graham Investments, Inc.
RIAWayne, PA
AUM $1.6BTEAM 36REPS 4
Brandywine Oak Private Wealth LLC
RIAKennett Square, PA
AUM $1.6BTEAM 15REPS 10
Light Street Capital Management, LLC
RIAPalo Alto, CA
AUM $1.6BTEAM 14REPS 4
Charter Oak Capital Management
RIAPortsmouth, NH
AUM $1.6BTEAM 27REPS 15
Intellectus Partners, LLC
RIASan Francisco, CA
AUM $1.6BTEAM 13REPS 6
Flat Rock Global
RIAJackson, WY
AUM $1.6BTEAM 13REPS 4
Astra Wealth Management Group
RIAPlano, TX
AUM $1.6BTEAM 17REPS 14
Delta-V Capital, LLC
RIADenver, CO
AUM $1.6BTEAM 18REPS 5
Lab Quantitative Strategies, LLC
RIADenver, CO
AUM $1.6BTEAM 23REPS 4
PER Stirling Capital Management, LLC
RIAWest Lake Hills, TX
AUM $1.6BTEAM 30REPS 32
Invst, LLC
RIAIndianapolis, IN
AUM $1.6BTEAM 65REPS 35
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?