RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Goodfinch Management, LLC
RIASan Francisco, CA
AUM $1.6BTEAM 23REPS 3
LVM Capital Management Ltd
RIAPortage, MI
AUM $1.6BTEAM 15REPS 8
MJP Wealth Advisors
RIAFarmington, CT
AUM $1.6BTEAM 21REPS 12
Godsey & Gibb Wealth Management
RIARichmond, VA
AUM $1.6BTEAM 23REPS 15
Sherman Portfolios
RIACoeur D Alene, ID
AUM $1.6BTEAM 15REPS 4
Hercules Adviser LLC
RIASan Mateo, CA
AUM $1.6BTEAM 3REPS 3
Royal Fund Management, LLC
RIALady Lake, FL
AUM $1.6BTEAM 93REPS 84
Triartisan Capital Advisors LLC
RIAWest Palm Beach, FL
AUM $1.6BTEAM 7REPS 3
OT Research
RIAAUM $1.6BTEAM 11REPS 3
Burton Enright Welch
RIAWalnut Creek, CA
AUM $1.6BTEAM 19REPS 12
Roble, Belko and Company, Inc.
RIASewickley, PA
AUM $1.6BTEAM 9REPS 9
Gladstone Management
RIALondon
AUM $1.6BTEAM 17REPS 5
Pekin Hardy Strauss, Inc.
RIAChicago, IL
AUM $1.6BTEAM 19REPS 9
Regatta Capital Group, LLC
RIAEl Segundo, CA
AUM $1.6BTEAM 18REPS 14
ISC Financial Advisors
RIAAlbert Lea, MN
AUM $1.6BTEAM 17REPS 14
Annandale Capital, LLC
RIADallas, TX
AUM $1.6BTEAM 5REPS 3
Keystone Capital
RIAChicago, IL
AUM $1.6BTEAM 32REPS 3
CCM Investment Advisers, LLC
RIAColumbia, SC
AUM $1.5BTEAM 11REPS 11
Tritonpoint Wealth, LLC
RIAChevy Chase, MD
AUM $1.5BTEAM 15REPS 12
Defilade Capital Management, L.P.
RIAEmeryville, CA
AUM $1.5BTEAM 7REPS 3
Hark Capital Advisors LLC
RIANew York, NY
AUM $1.5BTEAM 12REPS 6
Woodson Capital Management, LP
RIAGreenwich, CT
AUM $1.5BTEAM 10REPS 3
Red Cliff Asset Management Limited
RIAHong Kong
AUM $1.5BTEAM 33REPS 5
Fiduciary Wealth Partners, LLC
RIANewton Lower Falls, MA
AUM $1.5BTEAM 10REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?