RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
CS Capital Management Inc
RIAEl Segundo, CA
AUM $1.1BTEAM 7REPS 2
LFA
RIALugano Ticino
AUM $1.1BTEAM 11REPS 12
The Joseph Group Capital Management
RIAColumbus, OH
AUM $1.1BTEAM 25REPS 12
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
Meson Quantitative Management LLC
RIASan Francisco, CA
AUM $1.1BTEAM 11REPS 6
Financial Concepts
RIAColumbus, MS
AUM $1.1BTEAM 19REPS 5
Wescap Group
RIAGlendale, CA
AUM $1.1BTEAM 13REPS 6
Sparx Asset Management Korea Co, Ltd.
RIASeoul
AUM $1.1BTEAM 22REPS 5
Dixon Financial Services
RIAAUM $1.1BTEAM 4REPS 6
MAY River Capital
RIAChicago, IL
AUM $1.1BTEAM 19REPS 4
Tobam
RIAParis
AUM $1.1BTEAM 21REPS 5
Riot Ventures Management, LLC
RIAVenice, CA
AUM $1.1BTEAM 9REPS 3
Centerfield Capital Partners
RIAIndianapolis, IN
AUM $1.1BTEAM 15REPS 8
Integrated Investment Consultants, LLC
RIABloomfield Hills, MI
AUM $1.1BTEAM 10REPS 10
CW Investment Advisers, LLC
RIALos Angeles, CA
AUM $1.1BTEAM 36REPS 4
5am Ventures
RIASan Francisco, CA
AUM $1.1BTEAM 32REPS 5
Lineweaver Wealth Advisors
RIAValley View, OH
AUM $1.1BTEAM 21REPS 8
King Wealth Management Group, LLC
RIASaratoga Springs, NY
AUM $1.1BTEAM 8REPS 10
Baseline Wealth Management Ltd.
RIAGeneva
AUM $1.1BTEAM 13REPS 8
Mcgowan Group Asset Management, Inc.
RIADallas, TX
AUM $1.1BTEAM 9REPS 8
Austin Wealth Management, LLC
RIAAustin, TX
AUM $1.1BTEAM 18REPS 11
FPL Capital Management, LLC
RIAMetairie, LA
AUM $1.1BTEAM 5REPS 3
Other AUM ranges
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