RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Stepp & Rothwell Inc
RIAOverland Park, KS
AUM $1.1BTEAM 25REPS 6
Armbruster Capital Management, Inc.
RIAPittsford, NY
AUM $1.1BTEAM 9REPS 9
Griffin Asset Management, LLC
RIANew York, NY
AUM $1.1BTEAM 10REPS 7
Freedom 3 Capital LLC
RIANew York, NY
AUM $1.1BTEAM 19REPS 5
Preston Capital
RIAAliso Viejo, CA
AUM $1.1BTEAM 18REPS 5
Revolvercap Management, L.P.
RIATeaneck, NJ
AUM $1.1BTEAM 4REPS 3
Nordea Investment Management North America, Inc.
RIANew York, NY
AUM $1.1BTEAM 4REPS 6
DGS Capital Management
RIAJersey City, NJ
AUM $1.1BTEAM 12REPS 1
Connelly Capital Management LLC
RIAGuaynabo, PR
AUM $1.1BTEAM 2REPS 5
Goldstone Financial Group, LLC
RIAOakbrook Terrace, IL
AUM $1.1BTEAM 43REPS 19
Virtus Alternative Investment Advisers, LLC
RIAHartford, CT
AUM $1.1BREPS 6
Sator Grove Management Company, LLC
RIAAUM $1.1BTEAM 3REPS 3
Wndrco Capital Management LLC
RIASan Francisco, CA
AUM $1.1BTEAM 18REPS 2
GR Financial Group, LLC
RIATucson, AZ
AUM $1.1BTEAM 10REPS 8
Jamison Private Wealth Management, Inc.
RIAMilton, GA
AUM $1.1BTEAM 5REPS 4
Faithward Advisors, LLC
RIALancaster, PA
AUM $1.1BTEAM 47REPS 19
Arohi Asset Management Pte Ltd.
RIASingapore
AUM $1.1BTEAM 16REPS 5
Liberty One Investment Management
RIALibertyville, IL
AUM $1.1BTEAM 20REPS 15
Timber Bay Partners, LLC
RIACincinnati, OH
AUM $1.1BTEAM 9REPS 4
Whitefort Capital Management, LP
RIANew York, NY
AUM $1.1BTEAM 11REPS 3
Post Road Group LLC
RIAStamford, CT
AUM $1.1BTEAM 13REPS 4
Petiole USA Limited
RIANew York, NY
AUM $1.1BTEAM 7REPS 4
Panoramika Advisors Inc.
RIAMiami, FL
AUM $1.1BTEAM 2REPS 1
Southern Financial Group, LLC
RIABirmingham, AL
AUM $1.1BTEAM 8REPS 4
Other AUM ranges
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