RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
PROPHET CAPITAL ASSET MANAGEMENT
RIAAUSTIN, TX
AUM $4.2BTEAM 16REPS 7
STIFEL CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $4.2BTEAM 9REPS 7
SOUTHEAST ASSET ADVISORS, LLC
RIATHOMASVILLE, GA
AUM $4.2BTEAM 14REPS 8
TRUELINK CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA
AUM $4.2BTEAM 24REPS 4
BAXTER CAPITAL MANAGEMENT INC
RIAINDIANAPOLIS, IN
AUM $4.2BTEAM 3REPS 3
CLEAR INVESTMENT RESEARCH, LLC
RIAALPHARETTA, GA
AUM $4.2BTEAM 5REPS 3
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 8
CROSSINGBRIDGE ADVISORS, LLC
RIAPLEASANTVILLE, NY
AUM $4.2BTEAM 16REPS 3
SOUND INCOME STRATEGIES, LLC
RIAFort Lauderdale, FL
AUM $4.2BTEAM 134REPS 133
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 8
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 6
THE RETIREMENT PLANNING GROUP, LLC
RIALEAWOOD, KS
AUM $4.2BTEAM 78REPS 58
REVELAR CAPITAL LLC
RIANew York, NY
AUM $4.2BTEAM 23REPS 4
WESCOTT FINANCIAL ADVISORY GROUP LLC
RIAPHILADELPHIA, PA
AUM $4.2BTEAM 48REPS 27
EAAA PTE. LIMITED
RIASINGAPORE
AUM $4.2BTEAM 8REPS 5
APRIO WEALTH MANAGEMENT, LLC
RIABROOKHAVEN, GA
AUM $4.2BTEAM 55REPS 38
Other AUM ranges
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