RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Titan Advisors, LLC
RIAStamford, CT
AUM $1.5BTEAM 25REPS 9
Equitable Investment Management, LLC
RIANew York, NY
AUM $1.5BTEAM 67REPS 6
Infinity Capital Advisors, LLC
RIAAtlanta, GA
AUM $1.5BTEAM 20REPS 8
Kings Path Partners LLC
RIASugar Land, TX
AUM $1.5BTEAM 8REPS 6
Northwest Investment Management (Hong Kong) Limited
RIAHong Kong
AUM $1.5BTEAM 19REPS 3
Delta Asset Management, LLC
RIAMemphis, TN
AUM $1.5BTEAM 10REPS 7
Triad Wealth Partners, LLC
RIALawrence, KS
AUM $1.5BTEAM 46REPS 51
Cavu Consumer Partners, LLC
RIANew York, NY
AUM $1.5BTEAM 20REPS 3
Capital Creek Partners
RIAAustin, TX
AUM $1.5BTEAM 24REPS 11
Triune Financial Partners, LLC
RIAOverland Park, KS
AUM $1.5BTEAM 24REPS 16
Tamar Securities, LLC
RIAWoodland Hills, CA
AUM $1.5BTEAM 22REPS 18
Albritton Capital Management Co
RIAAlpharetta, GA
AUM $1.5BTEAM 1REPS 1
Anderson Financial Partners, Inc.
RIAPonte Vedra, FL
AUM $1.5BTEAM 4REPS 2
Townsend
RIAWestminster, CO
AUM $1.5BTEAM 30REPS 19
Next Century Growth Investors LLC
RIAPlymouth, MN
AUM $1.5BTEAM 9REPS 7
Robinhood Asset Management
RIAMenlo Park, CA
AUM $1.5BTEAM 138REPS 136
Ascent Wealth Partners, LLC
RIANew Hartford, NY
AUM $1.5BTEAM 17REPS 12
Glynn Capital Management, LLC
RIAMenlo Park, CA
AUM $1.5BTEAM 24REPS 4
Caprock Partners Management, Inc.
RIANewport Beach, CA
AUM $1.5BTEAM 50REPS 5
Compak Asset Management
RIANewport Beach, CA
AUM $1.5BTEAM 20REPS 16
Catholic Investment Services, Inc.
RIABoston, MA
AUM $1.5BTEAM 6REPS 9
Midwest Financial Partners
RIASaint Cloud, MN
AUM $1.5BTEAM 30REPS 9
Legacy Capital Wealth Partners, LLC
RIALittle Rock, AR
AUM $1.5BTEAM 21REPS 17
Anchor Investment Management
RIAColumbia, SC
AUM $1.5BTEAM 17REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?