RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
CNL Strategic Capital Management, LLC
RIAOrlando, FL
AUM $1.5BTEAM 7REPS 4
Platte River Equity
RIADenver, CO
AUM $1.5BTEAM 22REPS 5
Allen Capital Group, LLC
RIAGrand Island, NE
AUM $1.5BTEAM 38REPS 22
Kintra Wealth, LLC
RIAWilliamsport, PA
AUM $1.5BTEAM 35REPS 42
Drive Wealth Advisers
RIALehi, UT
AUM $1.5BTEAM 17REPS 20
Capital Planning Advisors LLC
RIARoseville, CA
AUM $1.5BTEAM 10REPS 4
Carnelian Asset Management & Advisors Private Limited
RIAMumbai Maharashtra
AUM $1.5BTEAM 73REPS 5
Class VI Family Office, LLC
RIADenver, CO
AUM $1.5BTEAM 9REPS 9
Forusall
RIAAUM $1.5BTEAM 11REPS 6
Salem Partners Wealth Management, LLC
RIALos Angeles, CA
AUM $1.5BTEAM 8REPS 6
Destiny Wealth Partners, LLC
RIATavares, FL
AUM $1.5BTEAM 26REPS 16
Stony Point Capital
RIANew York, NY
AUM $1.5BTEAM 5REPS 3
Fosun Asset Management Limited
RIAHong Kong
AUM $1.5BTEAM 19REPS 5
Tower Bridge Advisors
RIAW Cnshohocken, PA
AUM $1.5BTEAM 14REPS 9
Linear B Partners LP
RIANew York, NY
AUM $1.5BTEAM 9REPS 3
The Informed Momentum Company LLC
RIASolana Beach, CA
AUM $1.5BTEAM 22REPS 5
Mill Capital Management, LLC
RIAConcord, NC
AUM $1.5BTEAM 5REPS 4
Mountaingate Management Co, LLC
RIADenver, CO
AUM $1.5BTEAM 22REPS 6
Virtus Capital Advisers, LLC
RIAHartford, CT
AUM $1.5BREPS 5
Kyobo Life Asset Management (America) Co, Ltd.
RIANew York, NY
AUM $1.5BTEAM 4REPS 2
Pine Grove Financial Group
RIAWoodbury, MN
AUM $1.5BTEAM 24REPS 14
Whitney & Company
RIARochester, NY
AUM $1.5BTEAM 12REPS 11
Retirement Investment Advisors Inc
RIAOklahoma City, OK
AUM $1.5BTEAM 15REPS 13
Springcoast Capital Partners, L.P.
RIANew York, NY
AUM $1.5BTEAM 18REPS 3
Other AUM ranges
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