RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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 14
Weathergage Capital, LLC
RIAAustin, TX
AUM $1.4BTEAM 4REPS 4
Westminster Financial Advisory Corp
RIADayton, OH
AUM $1.4BTEAM 43REPS 40
Citation
RIADallas, TX
AUM $1.4BTEAM 14REPS 3
180 Wealth Advisors, LLC
RIAFederal Way, WA
AUM $1.4BTEAM 11REPS 6
Green Century Capital Management Inc
RIABoston, MA
AUM $1.4BTEAM 16REPS 7
Nelson Capital Advisors
RIAAUM $1.4BTEAM 1REPS 1
Seiga Asset Management Limited
RIAHong Kong
AUM $1.4BTEAM 10REPS 2
Heartwood Partners, LLC
RIANorwalk, CT
AUM $1.4BTEAM 27REPS 3
Cornerstone Capital, Inc.
RIAPalo Alto, CA
AUM $1.4BTEAM 5REPS 4
Sgroi Wealth Advisory Group LLC
RIAWest Seneca, NY
AUM $1.4BTEAM 27REPS 11
Midwest Capital Advisors, LLC
RIAGrand Rapids, MI
AUM $1.4BTEAM 11REPS 10
Symphony Financial, Ltd. Co
RIAHouston, TX
AUM $1.4BTEAM 26REPS 47
Galvin, Gaustad & Stein, LLC
RIAScottsdale, AZ
AUM $1.4BTEAM 17REPS 9
Chi-Rho Financial, LLC
RIAAtlanta, GA
AUM $1.4BTEAM 13REPS 9
Total Investment Management, Inc.
RIAScottsdale, AZ
AUM $1.4BTEAM 12REPS 10
Hobe Mountain Capital Management LLC
RIAWest Palm Beach, FL
AUM $1.4BTEAM 6REPS 3
Barlow Wealth Partners, LLC
RIALouisville, KY
AUM $1.4BTEAM 6REPS 6
Pleiad Investment Advisors
RIAHong Kong
AUM $1.4BTEAM 22REPS 4
Gallant Capital Partners LLC
RIALos Angeles, CA
AUM $1.4BTEAM 26REPS 3
Capital Investment Counsel, LLC
RIADenver, CO
AUM $1.4BTEAM 8REPS 6
Other AUM ranges
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