RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Pence Capital Management, LLC
RIANewport Beach, CA
AUM $1.5BTEAM 14REPS 6
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 25
Ancora Retirement Plan Advisors, LLC
RIACleveland, OH
AUM $1.5BTEAM 41REPS 10
Seacrest Wealth Management, LLC
RIAPurchase, NY
AUM $1.5BTEAM 47REPS 39
Titan Advisors, LLC
RIAStamford, CT
AUM $1.5BTEAM 25REPS 10
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 8
Triad Wealth Partners, LLC
RIALawrence, KS
AUM $1.5BTEAM 46REPS 40
Cavu Consumer Partners, LLC
RIANew York, NY
AUM $1.5BTEAM 20REPS 3
Oldfield Partners LLP
RIALondon
AUM $1.5BTEAM 16REPS 10
Capital Creek Partners
RIAAustin, TX
AUM $1.5BTEAM 24REPS 10
Triune Financial Partners, LLC
RIAOverland Park, KS
AUM $1.5BTEAM 24REPS 17
Tamar Securities, LLC
RIAWoodland Hills, CA
AUM $1.5BTEAM 22REPS 19
Anderson Financial Partners, Inc.
RIAPonte Vedra, FL
AUM $1.5BTEAM 4REPS 2
Albritton Capital Management Co
RIAAlpharetta, GA
AUM $1.5BTEAM 1REPS 1
Townsend
RIAWestminster, CO
AUM $1.5BTEAM 30REPS 16
Next Century Growth Investors LLC
RIAPlymouth, MN
AUM $1.5BTEAM 9REPS 7
Robinhood Asset Management
RIAMenlo Park, CA
AUM $1.5BTEAM 138REPS 144
Ascent Wealth Partners, LLC
RIANew Hartford, NY
AUM $1.5BTEAM 17REPS 13
Other AUM ranges
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