RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Gibbs Wealth Management, LLC
RIAAlpharetta, GA
AUM $1.1BTEAM 147REPS 69
NPA Asset Management, LLC
RIAFair Lawn, NJ
AUM $1.1BTEAM 68REPS 53
Spectrum Investment Advisors, Inc.
RIAMequon, WI
AUM $1.1BTEAM 27REPS 23
Isto Advisors, LLC
RIATroy, MI
AUM $1.1BTEAM 27REPS 12
Uptick Partners, LLC
RIANacogdoches, TX
AUM $1.1BTEAM 25REPS 17
Penso Advisors, LLC
RIANew York, NY
AUM $1.1BTEAM 10REPS 3
Schnieders Capital Management, LLC
RIAPasadena, CA
AUM $1.1BTEAM 8REPS 5
Vestia Personal Wealth Advisors
RIAFort Wayne, IN
AUM $1.1BTEAM 31REPS 23
Talson Capital Management L.P.
RIAStamford, CT
AUM $1.1BTEAM 8REPS 2
Mcguire Wealth Management
RIAWakefield, RI
AUM $1.1BTEAM 5REPS 3
Hanson & Doremus Investment Management
RIABurlington, VT
AUM $1.1BTEAM 14REPS 10
Beekman Investment Advisors
RIANew York, NY
AUM $1.1BTEAM 12REPS 3
Talon LLC
RIASan Juan, PR
AUM $1.1BTEAM 22REPS 9
Evelyn Partners Asset Management Limited
RIALondon
AUM $1.1BTEAM 126REPS 9
Avidity Partners Management LP
RIADallas, TX
AUM $1.1BTEAM 9REPS 2
Fourpath Capital Management, LLC
RIAOklahoma City, OK
AUM $1.1BTEAM 6REPS 7
Clearview Financial Partners
RIARadnor, PA
AUM $1.1BTEAM 8REPS 6
Brio Financial Group
RIASan Francisco, CA
AUM $1.1BTEAM 21REPS 17
Twin Oak ETF Company
RIAWellesley, MA
AUM $1.1BTEAM 6REPS 2
Seer Capital Management LP
RIANew York, NY
AUM $1.1BTEAM 23REPS 6
Worthpointe
RIAAUM $1.1BTEAM 16REPS 10
Bsip Slp Gp, LLC
RIAFrisco, TX
AUM $1.1BTEAM 20REPS 4
Sequent Asset Management, LLC
RIAHouston, TX
AUM $1.1BTEAM 3REPS 2
Form Wealth Advisors, LLC
RIALake Geneva, WI
AUM $1.1BTEAM 16REPS 9
Other AUM ranges
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