RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Churchill Dlc Advisor LLC
RIANew York, NY
AUM $2.1BTEAM 206REPS 4
Clear Harbor Asset Management, LLC
RIAStamford, CT
AUM $2.1BTEAM 24REPS 16
Clean Energy Transition International S.A.M.
RIAMonaco Monaco
AUM $2.1BTEAM 2REPS 4
Applied Finance Advisors, LLC
RIASan Antonio, TX
AUM $2.1BTEAM 6REPS 4
Warwick Investment Group, LLC
RIAOklahoma City, OK
AUM $2.1BTEAM 82REPS 2
D/B/A The Davis Companies Or Davis
RIABoston, MA
AUM $2BTEAM 46REPS 10
Natural Investments
RIAAUM $2BTEAM 24REPS 24
Sawgrass Asset Management LLC
RIAPonte Vedra, FL
AUM $2BTEAM 15REPS 11
Carson Group Investing
RIAOmaha, NE
AUM $2BTEAM 7REPS 11
Inscription Capital, LLC
RIAHouston, TX
AUM $2BTEAM 20REPS 15
Sofi Wealth LLC
RIASan Francisco, CA
AUM $2BTEAM 114REPS 113
Adviceone Advisory Services, LLC
RIAGlastonbury, CT
AUM $2BTEAM 56REPS 15
Cresta Fund Management LLC
RIADallas, TX
AUM $2BTEAM 16REPS 5
Doyenne Wealth Advisors
RIAChicago, IL
AUM $2BTEAM 18REPS 15
Volatility Shares LLC
RIAPalm Beach Gardens, FL
AUM $2BTEAM 10REPS 5
Minot Deblois Advisors LLC
RIABoston, MA
AUM $2BTEAM 4REPS 6
Blue Road Management, L.P.
RIANew York, NY
AUM $2BTEAM 9REPS 3
Mosaic Wealth
RIASaint Louis, MO
AUM $2BTEAM 22REPS 18
Clearview Capital, L.P.
RIAStamford, CT
AUM $2BTEAM 30REPS 5
L Squared Capital Partners
RIANewport Beach, CA
AUM $2BTEAM 18REPS 6
JLC Infrastructure
RIANew York, NY
AUM $2BTEAM 19REPS 6
Point Break Capital Management LLC
RIAMiami, FL
AUM $2BTEAM 11REPS 3
Operose Advisors LLC
RIAMilwaukee, WI
AUM $2BTEAM 20REPS 15
Atwood & Palmer, Inc.
RIAKansas City, MO
AUM $2BTEAM 9REPS 8
Other AUM ranges
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