RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Forge Financial
RIAEdmond, OK
AUM $1.5BTEAM 15REPS 14
Columbia Pacific Advisors, LLC
RIASeattle, WA
AUM $1.5BTEAM 61REPS 6
KKR Registered Advisor LLC
RIANew York, NY
AUM $1.5BTEAM 26REPS 5
Redhawk Wealth Advisors, Inc.
RIAMinneapolis, MN
AUM $1.5BTEAM 55REPS 46
Mediqus Asset Advisors, Inc.
RIAChicago, IL
AUM $1.5BTEAM 11REPS 6
Tema ETFs LLC
RIANew York, NY
AUM $1.5BTEAM 18REPS 3
Shade Tree Advisors LLC
RIASaratoga Springs, NY
AUM $1.5BTEAM 66REPS 20
Electra Capital
RIAConshohocken, PA
AUM $1.5BTEAM 11REPS 6
Alpine Private Wealth
RIASaint Louis, MO
AUM $1.5BTEAM 20REPS 5
Icapital, LLC
RIABoston, MA
AUM $1.5BTEAM 9REPS 9
Nicholas Investment Partners, L.P.
RIASan Diego, CA
AUM $1.5BTEAM 12REPS 8
Keating Financial Advisory Services
RIAManhattan, KS
AUM $1.5BTEAM 65REPS 31
Tripost Capital Partners LLC
RIANew York, NY
AUM $1.4BTEAM 24REPS 3
Courage Capital Management, LLC
RIANashville, TN
AUM $1.4BTEAM 23REPS 3
Cary Street Partners Asset Management
RIARichmond, VA
AUM $1.4BTEAM 49REPS 12
Valley Wealth Strategies, LLC
RIALodi, CA
AUM $1.4BTEAM 59REPS 23
Bornite Capital Management LP
RIANew York, NY
AUM $1.4BTEAM 7REPS 2
Apollon Financial, LLC
RIAMount Pleasant, SC
AUM $1.4BTEAM 29REPS 20
Ally Bridge Group (Pe) LLC
RIANew York, NY
AUM $1.4BTEAM 15REPS 3
Liquid Strategies, LLC
RIAAtlanta, GA
AUM $1.4BTEAM 13REPS 6
Haven Global Partners, LLC
RIAAtlanta, GA
AUM $1.4BTEAM 4REPS 3
Five Points Capital LLC
RIAWinston Salem, NC
AUM $1.4BTEAM 26REPS 5
Dorsey Asset Management
RIAChicago, IL
AUM $1.4BTEAM 10REPS 2
Roc360 Advisors LLC
RIANew York, NY
AUM $1.4BTEAM 41REPS 7
Other AUM ranges
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