RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Cohen Capital
RIAChicago, IL
AUM $1.1BTEAM 11REPS 8
Enclave Advisors, LLC
RIAAustin, TX
AUM $1.1BTEAM 6REPS 4
Lyric Capital Management Group, L.P.
RIANew York, NY
AUM $1.1BTEAM 11REPS 4
Nexa Equity LLC
RIASan Francisco, CA
AUM $1.1BTEAM 14REPS 2
Nexpoint Real Estate Advisors X, L.P.
RIADallas, TX
AUM $1.1BTEAM 2REPS 5
Bruni J V & Co
RIAColorado Springs, CO
AUM $1.1BTEAM 5REPS 4
Stage Harbor Financial
RIAWestwood, MA
AUM $1.1BTEAM 11REPS 8
The Pacific Center for Financial Services
RIADanville, CA
AUM $1.1BTEAM 5REPS 6
Asset Consulting Group, LLC
RIAClayton, MO
AUM $1.1BTEAM 50REPS 19
Financial Consulate
RIAHunt Valley, MD
AUM $1.1BTEAM 25REPS 13
Night Owl Capital Management, LLC
RIAGreenwich, CT
AUM $1.1BTEAM 8REPS 5
Presidio Investors LLC
RIAAustin, TX
AUM $1.1BTEAM 13REPS 5
New Harbor Capital
RIAChicago, IL
AUM $1.1BTEAM 18REPS 3
Towneley Capital Management, Inc.
RIALaguna Hills, CA
AUM $1.1BTEAM 12REPS 7
PKS Advisory Services, LLC
RIAAlbany, NY
AUM $1.1BTEAM 45REPS 46
Tanara Wealth Management LLC
RIALehi, UT
AUM $1.1BTEAM 15REPS 9
Makarora
RIANew York, NY
AUM $1.1BTEAM 19REPS 4
Holt Capital Partners, L.P.
RIAFort Worth, TX
AUM $1.1BTEAM 6REPS 2
CS Capital Management Inc
RIAEl Segundo, CA
AUM $1.1BTEAM 7REPS 2
LFA
RIALugano Ticino
AUM $1.1BTEAM 11REPS 13
The Joseph Group Capital Management
RIAColumbus, OH
AUM $1.1BTEAM 25REPS 11
Summit Peak Investments, LLC
RIAAUM $1.1BTEAM 5REPS 5
Hunter Capital Management
RIALombard, IL
AUM $1.1BTEAM 12REPS 11
TRI Locum Partners LP
RIANew York, NY
AUM $1.1BTEAM 8REPS 3
Other AUM ranges
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