RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Marks Group Wealth Management, Inc.
RIAMinnetonka, MN
AUM $2BTEAM 14REPS 10
Spyglass Capital Management, LLC
RIAGreenbrae, CA
AUM $2BTEAM 11REPS 4
Future Capital
RIAChattanooga, TN
AUM $2BTEAM 30REPS 6
Advent Global Opportunities Management LLC
RIABoston, MA
AUM $2BTEAM 13REPS 3
Albion Financial Group
RIASalt Lake City , UT
AUM $2BTEAM 31REPS 20
Infinity Q Capital Management, LLC
RIANew York, NY
AUM $2BTEAM 12REPS 3
Declaration Partners LP
RIANew York, NY
AUM $2BTEAM 37REPS 8
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 10
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
Avendus Wealth Management Private Limited
RIAMumbai
AUM $2BTEAM 174REPS 6
Jnba Financial Advisors, LLC
RIABloomington, MN
AUM $2BTEAM 36REPS 29
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 7
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 29
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
Other AUM ranges
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