RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Arlington Financial Advisors, LLC
RIASanta Barbara, CA
AUM $1.2BTEAM 16REPS 8
Acon Latam Management, L.L.C.
RIAWashington, DC
AUM $1.2BTEAM 25REPS 8
AGL US Dl Management LLC
RIANew York, NY
AUM $1.2BREPS 3
Seven Grand Managers LLC
RIABronxville, NY
AUM $1.2BTEAM 11REPS 3
Wealth Dimensions Group, Ltd.
RIACincinnati, OH
AUM $1.2BTEAM 21REPS 12
Great Waters Financial
RIAShoreview, MN
AUM $1.2BTEAM 42REPS 25
Twin Oaks Partners
RIAChatham, NJ
AUM $1.2BTEAM 3REPS 3
KWB Wealth
RIARedlands, CA
AUM $1.2BTEAM 10REPS 11
M Financial Asset Management, Inc.
RIAPortland, OR
AUM $1.2BTEAM 5REPS 7
Middleton & Company Inc.
RIABoston, MA
AUM $1.2BTEAM 16REPS 7
Aspire Capital Advisors LLC
RIASeattle, WA
AUM $1.2BTEAM 22REPS 14
Graves Light Lenhart
RIAHarrisonburg, VA
AUM $1.2BTEAM 11REPS 8
Three Seasons Wealth
RIASalt Lake City , UT
AUM $1.2BTEAM 14REPS 7
Keen Wealth Advisors
RIAOverland Park, KS
AUM $1.2BTEAM 30REPS 21
Themes Management Company LLC
RIAGreenwich, CT
AUM $1.2BTEAM 15REPS 5
7ridge Limited
RIALondon
AUM $1.2BTEAM 17REPS 4
Bwcp, LP
RIADallas, TX
AUM $1.2BTEAM 11REPS 2
Archon Partners LLC
RIAAUM $1.2BTEAM 4REPS 3
Henry H. Armstrong Associates, Inc.
RIAPittsburgh, PA
AUM $1.2BTEAM 5REPS 3
Sc&H Wealth
RIAHunt Valley, MD
AUM $1.2BTEAM 24REPS 21
HCM Wealth Advisors
RIACincinnati, OH
AUM $1.2BTEAM 11REPS 10
Architect Capital Corp.
RIASan Francisco, CA
AUM $1.2BTEAM 15REPS 5
Platform Technology Partners
RIALocust Valley, NY
AUM $1.2BTEAM 12REPS 11
Legacy Edge Advisors
RIASyosset, NY
AUM $1.2BTEAM 18REPS 16
Other AUM ranges
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