RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Activ8 Family Office LLC
RIAMclean, VA
AUM $1.5BTEAM 25REPS 11
Cutler Investment Group
RIAJacksonville, OR
AUM $1.5BTEAM 23REPS 21
GCP Capital Partners LLC
RIANew York, NY
AUM $1.5BTEAM 12REPS 6
Ycg, LLC
RIAAustin, TX
AUM $1.5BTEAM 9REPS 4
Planning Alternatives Ltd
RIABirmingham, MI
AUM $1.5BTEAM 20REPS 11
Camelot Capital Partners LLC
RIALaguna Beach, CA
AUM $1.5BTEAM 4REPS 2
Financial Symmetry Inc.
RIARaleigh, NC
AUM $1.5BTEAM 35REPS 20
Greenbrier Partners Capital Management, LLC
RIADallas, TX
AUM $1.5BTEAM 4REPS 3
Altravue Capital, LLC
RIABellevue, WA
AUM $1.5BTEAM 5REPS 4
Robinson Capital Management, LLC
RIAGrosse Pointe Farms, MI
AUM $1.5BTEAM 10REPS 2
Graticule Asset Management Asia Pte. Ltd.
RIASingapore
AUM $1.5BTEAM 18REPS 2
Prmim
RIAMount Laurel, NJ
AUM $1.5BTEAM 9REPS 3
Wealthcrossing
RIARichmond, VA
AUM $1.5BTEAM 18REPS 8
CNL Strategic Capital Management, LLC
RIAOrlando, FL
AUM $1.5BTEAM 7REPS 4
Roseman Wagner Wealth Management
RIARocklin, CA
AUM $1.5BTEAM 8REPS 5
Independent Solutions Wealth Management, LLC
RIAWilliamsville, NY
AUM $1.5BTEAM 30REPS 30
Strategic Wealth Group
RIAEden Prairie, MN
AUM $1.5BTEAM 23REPS 23
Graticule Asia Macro Advisors LLC
RIASingapore
AUM $1.5BTEAM 18REPS 2
Pence Capital Management, LLC
RIANewport Beach, CA
AUM $1.5BTEAM 14REPS 7
Trinity Strategic Wealth
RIATulsa, OK
AUM $1.5BTEAM 27REPS 18
Meteora Capital, LLC
RIABoca Raton, FL
AUM $1.5BTEAM 16REPS 2
Benefit Financial Services Group
RIAIrvine, CA
AUM $1.5BTEAM 31REPS 26
Ancora Retirement Plan Advisors, LLC
RIACleveland, OH
AUM $1.5BTEAM 41REPS 10
Seacrest Wealth Management, LLC
RIAPurchase, NY
AUM $1.5BTEAM 47REPS 36
Other AUM ranges
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