RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Dock Street Asset Management Inc
RIAPalm Beach, FL
AUM $1.1BTEAM 6REPS 4
Newfound Research LLC
RIASt Petersburg, FL
AUM $1.1BTEAM 5REPS 2
Round Hill Music LP
RIANashville, TN
AUM $1.1BTEAM 59REPS 4
Heirloom Wealth Management LLC
RIAGreenwood Village, CO
AUM $1.1BTEAM 18REPS 19
Crescent Cap Nt Advisors, LLC
RIALos Angeles, CA
AUM $1.1BREPS 5
Benchstone Capital Management LP
RIANew York, NY
AUM $1.1BTEAM 11REPS 3
Arden Fund Management, LLC
RIAPhiladelphia, PA
AUM $1.1BTEAM 23REPS 3
Laurel Wealth Advisors, LLC
RIACharlotte, NC
AUM $1.1BTEAM 9REPS 10
Kings Court Capital Pte. Ltd
RIASingapore Singapore
AUM $1.1BTEAM 11REPS 4
Financial Advisors Network, Inc.
RIATustin, CA
AUM $1.1BTEAM 22REPS 13
Deccan Value Investors L.P.
RIAAUM $1.1BTEAM 3REPS 3
Upper90
RIAProvidence, RI
AUM $1.1BTEAM 18REPS 4
Triasima Portfolio Management Inc.
RIAMontreal
AUM $1.1BTEAM 24REPS 3
Kian Capital Partners, LLC
RIACharlotte, NC
AUM $1.1BTEAM 19REPS 4
Financial Advisory Corporation
RIAGrand Rapids, MI
AUM $1.1BTEAM 14REPS 9
Riverbend Capital Advisors, LLC
RIAChicago, IL
AUM $1.1BTEAM 5REPS 4
Berkeley Capital Partners, LLC
RIAMilton, GA
AUM $1.1BTEAM 11REPS 9
Olive Technology Ventures Management, LLC
RIAEast Palo Alto, CA
AUM $1.1BTEAM 1REPS 2
The Clarus Group
RIAHouston, TX
AUM $1.1BTEAM 14REPS 9
Integrity Advisory Solutions
RIADallas, TX
AUM $1.1BTEAM 113REPS 127
Coppell Advisory Solutions LLC
RIACoppell, TX
AUM $1.1BTEAM 87REPS 87
SB Advisory, LLC
RIAAtlanta, GA
AUM $1.1BTEAM 35REPS 38
Crest Rock Partners
RIADenver, CO
AUM $1.1BTEAM 14REPS 3
Minneapolis Portfolio Management Group, LLC
RIAWayzata, MN
AUM $1.1BTEAM 9REPS 3
Other AUM ranges
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