RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Cifc Investment Management LLC
RIAMiami, FL
AUM $1BTEAM 200REPS 4
Fitzroy Investment Advisors LLC
RIAAventura, FL
AUM $1BTEAM 9REPS 2
Stelac Capital Partners LLC
RIANew York, NY
AUM $1BTEAM 2REPS 3
ESP Investment Advisors LLC
RIADallas, TX
AUM $1BTEAM 16REPS 7
Red Oak Financial Group
RIATowson, MD
AUM $1BTEAM 20REPS 7
LS Bdc Adviser, LLC
RIAMiami, FL
AUM $1BTEAM 35REPS 4
Dream U.S Manager LLC
RIADenver, CO
AUM $1BTEAM 42REPS 5
Clearhaven Partners LP
RIABoston, MA
AUM $1BTEAM 17REPS 3
Violich Capital Management
RIAMill Valley, CA
AUM $1BTEAM 1REPS 1
Argos Wealth Advisors LLC
RIAAUM $1BTEAM 11REPS 8
Newfront Retirement Services, Inc.
RIASan Mateo, CA
AUM $1BTEAM 31REPS 23
Ashe Capital Management, LP
RIAEnglewood Cliffs, NJ
AUM $1BTEAM 5REPS 3
MPM Wealth Advisors
RIAHolland, OH
AUM $1BTEAM 18REPS 17
Whalerock Point Partners, LLC
RIAWest Palm Beach, FL
AUM $1BTEAM 6REPS 5
Rogers Wealth Group, Inc.
RIAFort Worth, TX
AUM $1BTEAM 21REPS 8
1543 Capital LP
RIAGreenwich, CT
AUM $1BTEAM 8REPS 4
Rodgers Brothers, Inc.
RIAHarmony, PA
AUM $1BTEAM 19REPS 12
Toews Asset Management
RIANorthfield, NJ
AUM $1BTEAM 20REPS 15
Peninsula Capital Partners, L.L.C.
RIASouthfield, MI
AUM $1BTEAM 14REPS 5
Fierston Financial Group Inc
RIAWest Hartford, CT
AUM $1BTEAM 7REPS 5
Prosight Capital
RIADallas, TX
AUM $1BTEAM 5REPS 2
3(38) Investment Fiduciaries
RIASimi Valley, CA
AUM $1BTEAM 2REPS 2
Fort Sheridan Advisors LLC
RIAHighland Park, IL
AUM $1BTEAM 10REPS 9
Beryl Capital Management, LLC
RIARedondo Beach, CA
AUM $1BTEAM 6REPS 2
Other AUM ranges
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