RIAs: $1B – $5B AUM
3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Lafleur & Godfrey Private Wealth Management
RIAGrand Rapids, MI
AUM $1BTEAM 7REPS 7
Sollinda Capital Management LLC
RIAMiami, FL
AUM $1BTEAM 20REPS 17
Portfolio Strategies Inc Ny
RIAMontvale, NJ
AUM $1BTEAM 11REPS 16
GFG Capital
RIAMiami, FL
AUM $1BTEAM 16REPS 3
JT Stratford, LLC
RIAGainesville, GA
AUM $1BTEAM 18REPS 18
Verum Partners LLC
RIACharlotte, NC
AUM $1BTEAM 17REPS 14
Enervest Investment Services, L.L.C.
RIAHouston, TX
AUM $1BTEAM 316REPS 4
Teamwork Financial Advisors, LLC
RIASan Antonio, TX
AUM $1BTEAM 29REPS 14
Jocelyn Investment Management, LLC
RIASan Rafael, CA
AUM $1BTEAM 2REPS 2
Archer Investment Corporation
RIACarmel, IN
AUM $1BTEAM 80REPS 76
Verita Strategic Wealth Partners, LLC
RIASan Francisco, CA
AUM $1BTEAM 9REPS 7
Isometry Capital, LLC
RIANew York, NY
AUM $1BTEAM 16REPS 5
Navigation Group LLC
RIARedwood City, CA
AUM $1BTEAM 6REPS 3
Vertex Partners
RIADowners Grove, IL
AUM $1BTEAM 20REPS 13
Nasdaq Dorsey Wright
RIARichmond, VA
AUM $1BTEAM 25REPS 23
Standard Family Office, LLC
RIASioux Falls, SD
AUM $1BTEAM 8REPS 2
10x Capital Partners
RIANew York, NY
AUM $1BTEAM 2REPS 2
Main Management Fund Advisors, LLC
RIASan Francisco, CA
AUM $1BTEAM 27REPS 4
Peak Asset Management, LLC
RIALouisville, CO
AUM $1BTEAM 16REPS 14
Brigham Management, LLC
RIAAustin, TX
AUM $1BTEAM 39REPS 5
First Tryon Advisors
RIACharlotte, NC
AUM $1BTEAM 13REPS 2
Growth Catalyst Partners, L.P.
RIAChicago, IL
AUM $1BTEAM 14REPS 3
Invictus Fiduciary Services, LLC
RIAMemphis, TN
AUM $1BTEAM 2REPS 1
Lathrop Investment Management Company
RIALittle Rock, AR
AUM $1BTEAM 5REPS 3
Other AUM ranges
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