RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Pinnbrook Capital Management LP
RIANew York, NY
AUM $1.1BTEAM 13REPS 2
Caltius Capital Management, LP
RIALos Angeles, CA
AUM $1.1BTEAM 21REPS 10
Gibbs Wealth Management, LLC
RIAAlpharetta, GA
AUM $1.1BTEAM 147REPS 65
NPA Asset Management, LLC
RIAFair Lawn, NJ
AUM $1.1BTEAM 68REPS 53
Spectrum Investment Advisors, Inc.
RIAMequon, WI
AUM $1.1BTEAM 27REPS 21
Isto Advisors, LLC
RIATroy, MI
AUM $1.1BTEAM 27REPS 12
Insight Wealth Strategies, LLC
RIASan Ramon, CA
AUM $1.1BTEAM 12REPS 10
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 4
Vestia Personal Wealth Advisors
RIAFort Wayne, IN
AUM $1.1BTEAM 31REPS 22
Talson Capital Management L.P.
RIADarien, 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 10
Evelyn Partners Asset Management Limited
RIALondon
AUM $1.1BTEAM 126REPS 13
Avidity Partners Management LP
RIADallas, TX
AUM $1.1BTEAM 9REPS 2
Fourpath Capital Management, LLC
RIAOklahoma City, OK
AUM $1.1BTEAM 6REPS 6
GIA Partners, LLC
RIANew York, NY
AUM $1.1BTEAM 10REPS 7
Clearview Financial Partners
RIARadnor, PA
AUM $1.1BTEAM 8REPS 6
Brio Financial Group
RIASan Francisco, CA
AUM $1.1BTEAM 21REPS 16
Twin Oak ETF Company
RIAWellesley, MA
AUM $1.1BTEAM 6REPS 3
Seer Capital Management LP
RIANew York, NY
AUM $1.1BTEAM 23REPS 6
Other AUM ranges
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