RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Anchor Investment Management
RIAColumbia, SC
AUM $1.5BTEAM 17REPS 9
Legacy Financial Advisors, Inc.
RIACovington, KY
AUM $1.5BTEAM 21REPS 16
Edgemoor Investment Advisors, Inc.
RIABethesda, MD
AUM $1.5BTEAM 9REPS 6
Alden Capital
RIAWayne, PA
AUM $1.5BTEAM 23REPS 20
Goehring & Rozencwajg Associates, LLC
RIANew York, NY
AUM $1.5BTEAM 6REPS 3
22c Capital LLC
RIABoca Raton, FL
AUM $1.5BTEAM 19REPS 1
Opus Capital Management
RIACincinnati, OH
AUM $1.5BTEAM 7REPS 5
Bristol Gate Capital Partners Inc.
RIAToronto
AUM $1.5BTEAM 22REPS 10
Regal Healthcare Capital Management, LLC
RIANew York, NY
AUM $1.5BTEAM 22REPS 7
Cougar Global Investments
RIAToronto
AUM $1.5BTEAM 3REPS 3
John G. Ullman & Associates, Inc
RIAHorseheads, NY
AUM $1.5BTEAM 58REPS 36
Ariel Alternatives, LLC
RIAChicago, IL
AUM $1.5BTEAM 57REPS 13
Frontrange Capital Advisers, LLC
RIADenver, CO
AUM $1.5BTEAM 29REPS 7
Clough Capital Partners, LP
RIABoston, MA
AUM $1.5BTEAM 11REPS 4
Ashmore Investment Advisors Limited
RIALondon
AUM $1.5BTEAM 153REPS 8
Excelsior Renewable Energy Management Company LP
RIAExcelsior, MN
AUM $1.5BTEAM 25REPS 5
Ancient Art, L.P.
RIAAustin, TX
AUM $1.5BTEAM 11REPS 4
Levine Leichtman Strategic Capital, LLC
RIABeverly Hills, CA
AUM $1.5BTEAM 73REPS 4
Platte River Equity
RIADenver, CO
AUM $1.5BTEAM 22REPS 5
Allen Capital Group, LLC
RIAGrand Island, NE
AUM $1.5BTEAM 38REPS 23
Kintra Wealth, LLC
RIAWilliamsport, PA
AUM $1.5BTEAM 60REPS 47
Drive Wealth Advisers
RIALehi, UT
AUM $1.5BTEAM 17REPS 20
Carnelian Asset Management & Advisors Private Limited
RIAMumbai Maharashtra
AUM $1.5BTEAM 73REPS 5
Class VI Family Office, LLC
RIADenver, CO
AUM $1.5BTEAM 9REPS 9
Other AUM ranges
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