RIAs: $1B – $5B AUM

3,231 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Msouth Equity Partners, LLC

Atlanta, GA

AUM $1BTEAM 18REPS 10

Lateral Investment Management, LLC

Burlingame, CA

AUM $1BTEAM 24REPS 4

Fincadia Advisors LLC

Melville, NY

AUM $1BTEAM 3REPS 3

Quantum Capital Management, LLC

Northfield, NJ

AUM $1BTEAM 4REPS 2

Hudock Capital Group

Williamsport, PA

AUM $1BTEAM 15REPS 9

Azimut Investment Advisors LLC

Miami, FL

AUM $1BTEAM 10REPS 16

Everest Financial Group

Minneapolis, MN

AUM $1BTEAM 12REPS 12

Capsouth Wealth Management

Dothan, AL

AUM $1BTEAM 22REPS 14

Seeds

New York, NY

AUM $1BTEAM 25REPS 4

Fivespan Partners, LP

San Francisco, CA

AUM $1BTEAM 9REPS 3

Sachetta, LLC

Lynnfield, MA

AUM $1BTEAM 25REPS 12

Fortitude Family Office

Scottsdale, AZ

AUM $1BTEAM 28REPS 13

Cohen Capital Management Inc

Corte Madera, CA

AUM $1BTEAM 7REPS 2

Sava Capital LLC

Dorado, PR

AUM $1BTEAM 5REPS 2

Verbena Value LP

Westport, CT

AUM $1BTEAM 9REPS 2

Other AUM ranges

Under $100MReported AUM13,002 FIRMS $100M – $500MReported AUM7,664 FIRMS $500M – $1BReported AUM2,406 FIRMS Over $5BReported AUM2,032 FIRMS

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