RIAs: $1B – $5B AUM

3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Red Cliff Asset Management Limited

Hong Kong

AUM $1.5BTEAM 33REPS 5

Fiduciary Wealth Partners, LLC

Newton Lower Falls, MA

AUM $1.5BTEAM 10REPS 7

Zenyth Partners

New York, NY

AUM $1.5BTEAM 24REPS 3

Activ8 Family Office LLC

Mclean, VA

AUM $1.5BTEAM 25REPS 11

Cutler Investment Group

Jacksonville, OR

AUM $1.5BTEAM 24REPS 21

GCP Capital Partners LLC

New York, NY

AUM $1.5BTEAM 12REPS 6

Ycg, LLC

Austin, TX

AUM $1.5BTEAM 9REPS 4

Planning Alternatives Ltd

Birmingham, MI

AUM $1.5BTEAM 20REPS 10

Camelot Capital Partners LLC

Laguna Beach, CA

AUM $1.5BTEAM 4REPS 2

Financial Symmetry Inc.

Raleigh, NC

AUM $1.5BTEAM 35REPS 19

Greenbrier Partners Capital Management, LLC

Dallas, TX

AUM $1.5BTEAM 4REPS 3

Altravue Capital, LLC

Bellevue, WA

AUM $1.5BTEAM 5REPS 4

Robinson Capital Management, LLC

Grosse Pointe Farms, MI

AUM $1.5BTEAM 10REPS 2

Graticule Asset Management Asia Pte. Ltd.

Singapore

AUM $1.5BTEAM 18REPS 2

Prmim

Mount Laurel, NJ

AUM $1.5BTEAM 9REPS 3

Wealthcrossing

Richmond, VA

AUM $1.5BTEAM 18REPS 9

CNL Strategic Capital Management, LLC

Orlando, FL

AUM $1.5BTEAM 7REPS 4

Roseman Wagner Wealth Management

Rocklin, CA

AUM $1.5BTEAM 8REPS 5

Independent Solutions Wealth Management, LLC

Williamsville, NY

AUM $1.5BTEAM 30REPS 29

Strategic Wealth Group

Eden Prairie, MN

AUM $1.5BTEAM 23REPS 23

Graticule Asia Macro Advisors LLC

Singapore

AUM $1.5BTEAM 18REPS 2

Pence Capital Management, LLC

Newport Beach, CA

AUM $1.5BTEAM 14REPS 7

Trinity Strategic Wealth

Tulsa, OK

AUM $1.5BTEAM 27REPS 18

Meteora Capital, LLC

Boca Raton, FL

AUM $1.5BTEAM 16REPS 2

Other AUM ranges

Under $100MReported AUM12,919 FIRMS $100M – $500MReported AUM7,765 FIRMS $500M – $1BReported AUM2,407 FIRMS Over $5BReported AUM2,031 FIRMS

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