RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Fourworld Capital Management LLC
RIANew York, NY
AUM $1.4BTEAM 17REPS 2
ST. Denis J. Villere & Co, LLC
RIANew Orleans, LA
AUM $1.4BTEAM 5REPS 5
Matrix Asset Advisors Inc
RIAWhite Plains, NY
AUM $1.4BTEAM 12REPS 9
Equity International
RIAChicago, IL
AUM $1.4BTEAM 13REPS 4
Trustmont Advisory Group, Inc.
RIAGreensburg, PA
AUM $1.4BTEAM 61REPS 66
Kudu Investment Holdings, LLC
RIANew York, NY
AUM $1.4BTEAM 18REPS 11
Marietta Wealth Management, LLC
RIAMarietta, GA
AUM $1.4BTEAM 12REPS 10
Inspirion Wealth Advisors, LLC
RIALibertyville, IL
AUM $1.4BTEAM 12REPS 9
Ironview Capital Management, LLC
RIAConshohocken, PA
AUM $1.4BTEAM 12REPS 10
ESM Management LLC
RIAAUM $1.4BTEAM 4REPS 4
Syntegra Private Wealth Group LLC
RIAChesterfield, MO
AUM $1.4BTEAM 20REPS 12
Paradice Investment Management LLC
RIASydney
AUM $1.4BTEAM 5REPS 3
Corrum Capital Management
RIACharlotte, NC
AUM $1.4BTEAM 17REPS 2
Golden Bell Partners, LLC
RIAAUM $1.4BTEAM 2REPS 1
Denali Advisors, LLC
RIASan Diego, CA
AUM $1.4BTEAM 14REPS 4
Journey Wealth Management
RIACleveland, OH
AUM $1.4BTEAM 27REPS 17
Town Lane Management LP
RIANew York, NY
AUM $1.4BTEAM 15REPS 3
Millennium Investment And Retirement Advisors, LLC
RIAAUM $1.4BTEAM 6REPS 5
Strategic Wealth Investment Group, LLC
RIALouisville, KY
AUM $1.4BTEAM 88REPS 32
The Pinnacle Financial Group
RIARockville Center, NY
AUM $1.4BTEAM 54REPS 40
B.O.S.S. Retirement Advisors, LLC
RIALehi, UT
AUM $1.4BTEAM 87REPS 50
Recurrent Investment Advisors LLC
RIAHouston, TX
AUM $1.4BTEAM 6REPS 2
Level Four Capital Management
RIADallas, TX
AUM $1.4BTEAM 9REPS 8
Cascade Financial Partners, LLC
RIASan Diego, CA
AUM $1.4BTEAM 9REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?