RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Linden Global Strategies LLC
RIANew York, NY
AUM $1.6BTEAM 8REPS 3
N.E.W. Advisory Services, LLC
RIADe Pere, WI
AUM $1.6BTEAM 23REPS 14
Naviter Wealth, LLC
RIALittle Rock, AR
AUM $1.6BTEAM 15REPS 16
Fountaincap Research & Investment (Hong Kong) Co, Limited
RIAWan Chai
AUM $1.6BTEAM 20REPS 4
CGN Advisors, LLC
RIAManhattan, KS
AUM $1.6BTEAM 52REPS 39
Beam Wealth Advisors, Inc.
RIACovington, LA
AUM $1.6BTEAM 27REPS 26
Alta Capital Management LLC
RIAHolladay, UT
AUM $1.6BTEAM 19REPS 14
Accolade Asset/Liability Advisory Services
RIAColumbus, OH
AUM $1.6BTEAM 6REPS 9
Tribridge Partners Financial LLC
RIAColumbia, MD
AUM $1.6BTEAM 25REPS 10
Blue Owl Alternative Credit Advisors II LLC
RIANew York, NY
AUM $1.6BTEAM 250REPS 5
Alpha Square Group S, LLC
RIANew York, NY
AUM $1.6BTEAM 21REPS 5
Motley Fool Wealth Management, LLC
RIAAlexandria, VA
AUM $1.6BTEAM 39REPS 6
Means Wealth Management
RIABangor, ME
AUM $1.6BTEAM 24REPS 17
Lone View Capital
RIALos Angeles, CA
AUM $1.6BTEAM 21REPS 3
Sentinel Dome Partners, LLC
RIABurlingame, CA
AUM $1.6BTEAM 15REPS 5
Consolidated Portfolio Review Corp
RIAWoodbury, NY
AUM $1.6BTEAM 56REPS 66
Tanglewood Total Wealth Management, Inc.
RIAHouston, TX
AUM $1.6BTEAM 14REPS 9
Brickwood Asset Management
RIALondon
AUM $1.6BTEAM 8REPS 5
Rollins Financial Advisors, LLC
RIAAtlanta, GA
AUM $1.6BTEAM 14REPS 7
Sunstone Partners
RIASan Mateo, CA
AUM $1.6BTEAM 39REPS 5
Compass Ion Advisors, LLC
RIAConshohocken, PA
AUM $1.6BTEAM 24REPS 17
Dune Real Estate Partners LP
RIANew York, NY
AUM $1.6BTEAM 26REPS 5
Ciccarelli Advisory Services Inc
RIANaples, FL
AUM $1.6BTEAM 16REPS 11
Marshall + Sterling Wealth Advisors, Inc.
RIAPoughkeepsie, NY
AUM $1.6BTEAM 15REPS 11
Other AUM ranges
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