RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Talbot Financial, LLC
RIABellevue, WA
AUM $1.3BTEAM 3REPS 3
Payne Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 17REPS 7
Quadcap Wealth Management, LLC
RIAFrisco, TX
AUM $1.3BTEAM 23REPS 15
FMP Wealth Advisers
RIAAustin, TX
AUM $1.3BTEAM 14REPS 14
Cypress Wealth Services, LLC
RIAPalm Desert, CA
AUM $1.3BTEAM 21REPS 14
FCO Advisors LP
RIANew York, NY
AUM $1.3BTEAM 11REPS 3
Colchis Capital Management, L.P.
RIAAUM $1.3BTEAM 17REPS 6
Aspen Capital Management, LLC
RIABoise, ID
AUM $1.3BTEAM 12REPS 10
Victory Financial
RIAAustin, TX
AUM $1.3BTEAM 47REPS 56
Salomon and Ludwin
RIARichmond, VA
AUM $1.3BTEAM 12REPS 6
American Pacific Group
RIALarkspur, CA
AUM $1.3BTEAM 23REPS 3
Industrial Opportunity Partners, LLC
RIAEvanston, IL
AUM $1.3BTEAM 20REPS 3
Allied Industrial Partners
RIABellaire, TX
AUM $1.3BTEAM 12REPS 3
Inspire Advisors, LLC
RIAMeridian, ID
AUM $1.3BTEAM 63REPS 77
Geometric Wealth Advisors, LLC
RIAAUM $1.3BTEAM 34REPS 15
Granite State Capital Management, LP
RIAGreenwich, CT
AUM $1.3BTEAM 7REPS 3
David Wendell Associates, Inc.
RIAPortsmouth, NH
AUM $1.3BTEAM 5REPS 5
Evermay Wealth Management, LLC
RIAArlington, VA
AUM $1.3BTEAM 24REPS 28
Fiduciary Financial Advisors
RIAGrand Rapids, MI
AUM $1.3BTEAM 50REPS 52
CWS Financial Advisors LLC
RIAKalamazoo, MI
AUM $1.3BTEAM 12REPS 7
Chatterton & Associates
RIAAnaheim, CA
AUM $1.3BTEAM 31REPS 8
Callahan Advisors, LLC
RIAHouston, TX
AUM $1.3BTEAM 11REPS 7
Old Peak Limited
RIAWanchai
AUM $1.3BTEAM 10REPS 4
Chadds Ford Wealth Partners, LLC
RIAChadds Ford, PA
AUM $1.3BTEAM 3REPS 2
Other AUM ranges
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