RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Lateral Investment Management, LLC
RIABurlingame, CA
AUM $1BTEAM 24REPS 4
Fincadia Advisors LLC
RIAMelville, NY
AUM $1BTEAM 3REPS 3
Quantum Capital Management, LLC
RIANorthfield, NJ
AUM $1BTEAM 4REPS 2
Hudock Capital Group
RIAWilliamsport, PA
AUM $1BTEAM 15REPS 9
Azimut Investment Advisors LLC
RIAMiami, FL
AUM $1BTEAM 10REPS 17
Everest Financial Group
RIAMinneapolis, MN
AUM $1BTEAM 12REPS 12
Oliver Luxxe Assets LLC
RIAGladstone, NJ
AUM $1BTEAM 9REPS 6
Capsouth Wealth Management
RIADothan, AL
AUM $1BTEAM 22REPS 13
Seeds
RIANew York, NY
AUM $1BTEAM 25REPS 5
Fivespan Partners, LP
RIASan Francisco, CA
AUM $1BTEAM 9REPS 3
Cohen Capital Management Inc
RIACorte Madera, CA
AUM $1BTEAM 7REPS 2
Verbena Value LP
RIAWestport, CT
AUM $1BTEAM 9REPS 2
Sava Capital LLC
RIADorado, PR
AUM $1BTEAM 5REPS 2
Other AUM ranges
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