RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Synergy Asset Management, LLC
RIAVancouver, WA
AUM $1.3BTEAM 14REPS 9
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
Crystal Capital Partners, LLC
RIABay Harbor Islands, FL
AUM $1.3BTEAM 23REPS 3
Baldwin Investment Management, LLC
RIAW Cnshohocken, PA
AUM $1.3BTEAM 14REPS 6
Advantage Capital
RIANew Orleans, LA
AUM $1.3BTEAM 230REPS 12
SIO Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 13REPS 3
Biondo Investment Advisors LLC
RIAMilford, PA
AUM $1.3BTEAM 17REPS 12
Stansberry Asset Management, LLC
RIAWestlake, TX
AUM $1.3BTEAM 34REPS 22
Bluestem Asset Management, LLC
RIACharlottesville, VA
AUM $1.3BTEAM 4REPS 3
Triangle Wealth Management
RIARaleigh, NC
AUM $1.3BTEAM 14REPS 13
BIP Capital
RIAAtlanta, GA
AUM $1.3BTEAM 50REPS 3
Zentific Investment Management Limited
RIAHong Kong
AUM $1.3BTEAM 13REPS 4
Arbor Investment Advisors
RIAWinston Salem, NC
AUM $1.3BTEAM 8REPS 4
Silicon Valley Capital Partners, L.P.
RIASan Jose, CA
AUM $1.3BTEAM 8REPS 4
Academy Asset Management
RIANew York, NY
AUM $1.3BTEAM 13REPS 5
Rizvi Traverse Management, LLC
RIAWest Palm Beach, FL
AUM $1.3BTEAM 9REPS 4
Ttcp Management Services, LLC
RIABloomington, MN
AUM $1.3BTEAM 18REPS 4
Nishkama Capital LLC
RIAAUM $1.3BTEAM 8REPS 2
Canal Capital Management, LLC
RIARichmond, VA
AUM $1.3BTEAM 6REPS 6
Ibex Wealth Advisors, LLC
RIAWest Palm Beach, FL
AUM $1.3BTEAM 10REPS 8
Other AUM ranges
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