RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
William Mack & Associates Inc
RIATroy, MI
AUM $1BTEAM 22REPS 15
Gould Asset Management LLC
RIAClaremont, CA
AUM $1BTEAM 15REPS 9
Ridgeleigh Capital
RIASummit, NJ
AUM $1BTEAM 1REPS 1
Sterling Investment Counsel, LLC
RIABuffalo, NY
AUM $1BTEAM 9REPS 6
BAY Point Advisors, LLC
RIAAtlanta, GA
AUM $1BTEAM 29REPS 1
Nellore Capital Management LLC
RIAAUM $1BTEAM 2REPS 1
Equality Asset Management
RIABoston, MA
AUM $1BTEAM 10REPS 5
Runway Growth Capital LLC
RIAChicago, IL
AUM $1BTEAM 26REPS 4
Banyan Tree Asset Management, LLC
RIATorrance, CA
AUM $1BTEAM 5REPS 4
Theorem
RIANew York, NY
AUM $1BTEAM 121REPS 5
Watts Gwilliam & Company, LLC
RIAGilbert, AZ
AUM $1BTEAM 9REPS 9
Northwest Wealth Management, LLC
RIASpencer, IA
AUM $1BTEAM 26REPS 22
Walkner Condon Financial Advisors LLC
RIAVerona, WI
AUM $1BTEAM 18REPS 17
AC Funds, LLC
RIARidgewood, NJ
AUM $1BTEAM 2REPS 2
IFG Advisors, LLC
RIASaint Louis, MO
AUM $1BTEAM 5REPS 8
Legalist
RIASan Francisco, CA
AUM $1BTEAM 36REPS 4
John Moore & Associates Inc
RIAAlbuquerque, NM
AUM $1BTEAM 14REPS 7
Harvey Investment Company, LLC
RIALouisville, KY
AUM $1BTEAM 4REPS 5
Ten Coves Capital, LP
RIADarien, CT
AUM $1BTEAM 11REPS 5
HBC Group LLC
RIAAUM $1BTEAM 1REPS 1
J.W.Burns & Company, Inc.
RIASyracuse, NY
AUM $1BTEAM 8REPS 5
Glen Eagle Advisors, LLC
RIAKingston, NJ
AUM $1BTEAM 21REPS 13
Vestwell Advisors LLC
RIANew York, NY
AUM $1BTEAM 30REPS 16
Cardinal Capital Management Inc
RIARaleigh, NC
AUM $1BTEAM 4REPS 3
Other AUM ranges
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