RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Southeast Asset Advisors, LLC
RIAThomasville, GA
AUM $4.2BTEAM 14REPS 8
Truelink Capital Management, LLC
RIALos Angeles, CA
AUM $4.2BTEAM 24REPS 4
BOW River Capital
RIADenver, CO
AUM $4.2BTEAM 69REPS 4
Baxter Capital Management Inc
RIAIndianapolis, IN
AUM $4.2BTEAM 3REPS 3
Clear Investment Research, LLC
RIAAlpharetta, GA
AUM $4.2BTEAM 5REPS 3
Eaaa Pte. Limited
RIASingapore
AUM $4.2BTEAM 9REPS 4
Texas Capital Bank Private Wealth Advisors
RIADallas, TX
AUM $4.2BTEAM 64REPS 59
Bonaccord Capital Partners
RIANew York, NY
AUM $4.2BTEAM 35REPS 8
Salem Investment Counselors Inc
RIAWinston Salem, NC
AUM $4.2BTEAM 18REPS 14
Garnett Station Partners
RIANew York, NY
AUM $4.2BTEAM 44REPS 5
Whitehaven Asset Management, LP
RIAGreenwich, CT
AUM $4.2BTEAM 15REPS 7
Crossingbridge Advisors, LLC
RIAPleasantville, NY
AUM $4.2BTEAM 16REPS 3
Sound Income Strategies, LLC
RIAFort Lauderdale, FL
AUM $4.2BTEAM 134REPS 117
Martingale Asset Management
RIABoston, MA
AUM $4.2BTEAM 25REPS 4
Star Mountain Fund Management, LLC
RIANew York, NY
AUM $4.2BTEAM 121REPS 5
Boston Common Asset Management, LLC
RIABoston, MA
AUM $4.2BTEAM 39REPS 9
Essex Financial Services, Inc.
RIAEssex, CT
AUM $4.2BTEAM 46REPS 38
Tiger Iron Capital, LLC
RIAAndover, MA
AUM $4.2BTEAM 6REPS 4
Acon Equity Management L.L.C.
RIAWashington, DC
AUM $4.2BTEAM 25REPS 7
Cetera Planning Partners
RIALeawood, KS
AUM $4.2BTEAM 78REPS 325
Revelar Capital LLC
RIANew York, NY
AUM $4.2BTEAM 23REPS 4
Wescott Financial Advisory Group LLC
RIAPhiladelphia, PA
AUM $4.2BTEAM 48REPS 27
Aprio Wealth Management, LLC
RIABrookhaven, GA
AUM $4.2BTEAM 55REPS 38
Flaherty & Crumrine Incorporated
RIAPasadena, CA
AUM $4.1BTEAM 14REPS 3
Other AUM ranges
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