RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Woodmont Investment Counsel, LLC
RIANashville, TN
AUM $2BTEAM 15REPS 12
AFF Fund Manager, LLC
RIAAtlanta, GA
AUM $2BTEAM 55REPS 4
Jackson Thornton Wealth Management, LLC
RIAMontgomery, AL
AUM $2BTEAM 16REPS 9
Corry Capital Advisors, LLC
RIAVero Beach, FL
AUM $2BTEAM 9REPS 4
Physician Wealth Advisors, Inc.
RIAMidvale, UT
AUM $2BTEAM 15REPS 18
Lane42
RIASanta Monica, CA
AUM $2BTEAM 26REPS 4
Jnba Financial Advisors, LLC
RIABloomington, MN
AUM $2BTEAM 36REPS 30
Impax Asset Management
RIALondon
AUM $2BTEAM 165REPS 5
Captrust Wealth Advisors
RIAHolland, MI
AUM $2BTEAM 26REPS 19
Neville, Rodie & Shaw Inc
RIANew York, NY
AUM $2BTEAM 13REPS 6
Blackhill Capital, Inc
RIAMorristown, NJ
AUM $2BTEAM 4REPS 3
Rose Smart Growth Investment Advisors, LLC
RIANew York, NY
AUM $2BTEAM 50REPS 2
Corda Investment Management, LLC
RIAHouston, TX
AUM $2BTEAM 32REPS 30
Silveroak Wealth Management LLC
RIAEdina, MN
AUM $2BTEAM 23REPS 7
Viola Credit Partners Management Limited Partnership
RIATel Aviv
AUM $2BTEAM 41REPS 5
Naples Global Advisors
RIANaples, FL
AUM $2BTEAM 20REPS 17
Trez Capital Fund Management Limited Partnership
RIAVancouver, British Columbia
AUM $2BTEAM 42REPS 4
The Harbor Group, Inc.
RIABedford, NH
AUM $2BTEAM 22REPS 9
Avendus Wealth Management Private Limited
RIAMumbai
AUM $2BTEAM 248REPS 5
Healthequity Advisors
RIADraper, UT
AUM $2BTEAM 8REPS 5
TIG Advisors LLC
RIANew York, NY
AUM $2BTEAM 12REPS 3
Stack Financial Management Inc
RIAWhitefish, MT
AUM $2BTEAM 14REPS 10
Wellesley Asset Management, Inc.
RIAPortsmouth, NH
AUM $2BTEAM 30REPS 25
Balefire, LLC
RIADallas, TX
AUM $2BTEAM 38REPS 38
Other AUM ranges
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