RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Black Diamond Financial, LLC
RIALutherville, MD
AUM $1.4BTEAM 17REPS 14
Next Level Private LLC
RIAHarrison, NY
AUM $1.4BTEAM 16REPS 15
Seaview Investment Managers LLC
RIACoral Gables, FL
AUM $1.4BTEAM 13REPS 10
Brasa Capital Management
RIALos Angeles, CA
AUM $1.4BTEAM 19REPS 4
Meridian Wealth Partners, LLC
RIAEast Norriton, PA
AUM $1.4BTEAM 13REPS 13
Mountain Capital Management, LLC
RIAHouston, TX
AUM $1.4BTEAM 8REPS 2
Diaphanum
RIAMadrid
AUM $1.4BTEAM 10REPS 3
BH Credit Management LLC
RIADallas, TX
AUM $1.4BTEAM 55REPS 4
Aegis Financial Corporation
RIAMclean, VA
AUM $1.4BTEAM 6REPS 2
Hollow Brook Wealth Management LLC
RIAKatonah, NY
AUM $1.4BTEAM 18REPS 2
Oakridge Management Group LLC
RIAStamford, CT
AUM $1.4BTEAM 6REPS 4
Seaside Equity Partners
RIASan Diego, CA
AUM $1.4BTEAM 19REPS 2
Asset Risk Consultants (UK) Limited
RIALondon
AUM $1.4BTEAM 15REPS 5
Capital Advisors, Ltd., LLC
RIAShaker Heights, OH
AUM $1.4BTEAM 14REPS 11
Roosevelt Capital Management LLC
RIADallas, TX
AUM $1.4BTEAM 2REPS 2
Oribel Capital Management, LP
RIANew York, NY
AUM $1.4BTEAM 11REPS 4
Soma Capital Management LLC
RIAAUM $1.4BTEAM 12REPS 3
Sheets Smith Wealth Management
RIAWinston Salem, NC
AUM $1.4BTEAM 15REPS 12
Mcilrath & Eck, LLC
RIAArlington, WA
AUM $1.4BTEAM 19REPS 6
Bbva Global Wealth Advisors, Inc.
RIAMiami, FL
AUM $1.4BTEAM 84REPS 50
Penn Davis Mcfarland Inc
RIADallas, TX
AUM $1.4BTEAM 10REPS 6
Kera Capital Partners
RIASan Jose, CA
AUM $1.4BTEAM 13REPS 12
Miravast Asset Management, LLC
RIANewtown, PA
AUM $1.4BTEAM 21REPS 5
One Day In July LLC
RIABurlington, VT
AUM $1.4BTEAM 23REPS 13
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?