RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Virtue Capital Management, LLC
RIABrentwood, TN
AUM $1.3BTEAM 105REPS 91
Barnes Pettey Financial Advisors, LLC
RIAClarksdale, MS
AUM $1.3BTEAM 13REPS 9
Topsail Wealth Management LLC
RIACharlotte, NC
AUM $1.3BTEAM 5REPS 4
Northampton Capital Partners
RIAMiami, FL
AUM $1.3BTEAM 12REPS 2
OFS Clo Management II, LLC
RIAChicago, IL
AUM $1.3BTEAM 47REPS 4
Triplepoint Advisers LLC
RIAMenlo Park, CA
AUM $1.3BTEAM 72REPS 4
RCM Ga Manager LLC
RIANew York, NY
AUM $1.3BTEAM 71REPS 3
Metacapital Management, L.P.
RIANew York, NY
AUM $1.3BTEAM 8REPS 3
Beacon Financial Group
RIADallas, TX
AUM $1.3BTEAM 18REPS 12
Mount Lucas Management LP
RIANewtown, PA
AUM $1.3BTEAM 15REPS 10
Madison Partners
RIAMonona, WI
AUM $1.3BTEAM 17REPS 37
Prudent Investor Advisors, LLC
RIAFolsom, CA
AUM $1.3BTEAM 4REPS 4
Pbmares Wealth Management LLC
RIAWilliamsburg, VA
AUM $1.3BTEAM 22REPS 3
Swan Capital Management, LLC
RIADurango, CO
AUM $1.3BTEAM 5REPS 4
Paladin Capital Management, LLC
RIAWashington, DC
AUM $1.3BTEAM 24REPS 4
Snowwater Investment Partners, LLC
RIAAUM $1.3BTEAM 3REPS 2
DB Advisory America, Limited(Ltd)
RIANew York, NY
AUM $1.3BTEAM 2REPS 2
Caligan Partners
RIANew York, NY
AUM $1.3BTEAM 5REPS 3
Synergy Asset Management, LLC
RIAVancouver, WA
AUM $1.3BTEAM 14REPS 10
Beacon Capital Partners, LLC
RIABoston, MA
AUM $1.3BTEAM 101REPS 13
Prescott Group Capital Management L.L.C.
RIATulsa, OK
AUM $1.3BTEAM 6REPS 3
Skerryvore Asset Management
RIAEdinburgh
AUM $1.3BTEAM 17REPS 4
Sagewind Capital LLC
RIANew York, NY
AUM $1.3BTEAM 13REPS 3
Ballew Advisors Inc
RIAJackson, MS
AUM $1.3BTEAM 11REPS 9
Other AUM ranges
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