RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
The Pinnacle Financial Group
RIARockville Center, NY
AUM $1.4BTEAM 54REPS 43
B.O.S.S. Retirement Advisors, LLC
RIALehi, UT
AUM $1.4BTEAM 87REPS 47
Recurrent Investment Advisors LLC
RIAHouston, TX
AUM $1.4BTEAM 6REPS 3
Level Four Capital Management
RIADallas, TX
AUM $1.4BTEAM 9REPS 6
Cascade Financial Partners, LLC
RIASan Diego, CA
AUM $1.4BTEAM 9REPS 9
Shepherd Financial Partners, LLC
RIAWinchester, MA
AUM $1.4BTEAM 24REPS 9
Lykos Global Management, LP
RIAStamford, CT
AUM $1.4BTEAM 11REPS 2
Pandi, LLC
RIAKansas City, MO
AUM $1.4BTEAM 20REPS 9
SG Capital Management LLC
RIAChicago, IL
AUM $1.4BTEAM 10REPS 3
UBS Trust Company of Puerto Rico
RIASan Juan, PR
AUM $1.4BTEAM 6REPS 9
Meow Advisory, LLC
RIAAUM $1.4BTEAM 2REPS 3
Enhanced Healthcare Management Company
RIASanta Monica, CA
AUM $1.4BTEAM 18REPS 4
Fidelis Investors, LLC
RIACranford, NJ
AUM $1.4BTEAM 17REPS 6
Lynx Asset Management Ab
RIAStockholm
AUM $1.4BTEAM 107REPS 9
Cohesive Capital Partners
RIANew York, NY
AUM $1.4BTEAM 8REPS 5
Turning Rock Partners, L.P.
RIANew York, NY
AUM $1.4BTEAM 21REPS 4
Neumeier Poma Investment Counsel LLC
RIACarmel, CA
AUM $1.4BTEAM 11REPS 3
Granville Capital, Inc.
RIAGreensboro, NC
AUM $1.4BTEAM 9REPS 8
LJI Wealth Management, LLC
RIAIndianapolis, IN
AUM $1.4BTEAM 13REPS 13
Briarwood Chase Management LLC
RIANew York, NY
AUM $1.4BTEAM 15REPS 1
Morgan Properties Special Situations II LLC
RIAConshohocken, PA
AUM $1.4BTEAM 20REPS 3
The Planning Center, Inc.
RIAMoline, IL
AUM $1.4BTEAM 28REPS 14
Affiance Financial LLC
RIASt Louis Park, MN
AUM $1.4BTEAM 25REPS 13
Arcadia Investment Partners
RIANew York, NY
AUM $1.4BTEAM 8REPS 2
Other AUM ranges
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