RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
Private Capital Management
RIANaples, FL
AUM $1.4BTEAM 21REPS 10
Fidus Investment Advisors, LLC
RIAEvanston, IL
AUM $1.4BTEAM 35REPS 8
Blue Point Capital Partners LLC
RIACleveland, OH
AUM $1.4BTEAM 30REPS 5
Northeast Financial Group, Inc.
RIAAllentown, PA
AUM $1.4BTEAM 1REPS 2
D'Orazio Wealth Advisors
RIAVienna, VA
AUM $1.4BTEAM 11REPS 9
Campbell Newman Asset Management Inc
RIAMilwaukee, WI
AUM $1.4BTEAM 9REPS 5
Fusion Family Wealth, LLC
RIAWoodbury, NY
AUM $1.4BTEAM 8REPS 5
Spirepoint Private Client, LLC
RIAVero Beach, FL
AUM $1.4BTEAM 10REPS 10
MV Capital Management, Inc.
RIABethesda, MD
AUM $1.4BTEAM 8REPS 8
Terracap Management LLC
RIANaples, FL
AUM $1.4BTEAM 21REPS 3
Pinkerton Wealth Partners
RIACoeur D Alene, ID
AUM $1.4BTEAM 49REPS 22
Rhame & Gorrell Wealth Management
RIAThe Woodlands, TX
AUM $1.4BTEAM 34REPS 20
Isthmus Partners, LLC
RIAMadison, WI
AUM $1.4BTEAM 17REPS 13
Clearline Capital LP
RIANew York, NY
AUM $1.4BTEAM 11REPS 2
Guggenheim Asset-Backed Finance Company, LLC
RIANew York, NY
AUM $1.4BTEAM 9REPS 4
Parkside Investments, LLC
RIADeerfield, IL
AUM $1.4BTEAM 7REPS 6
MPE Partners
RIACleveland, OH
AUM $1.4BTEAM 26REPS 6
Ironshore Financial
RIAAUM $1.4BTEAM 1REPS 1
Sheridan Capital Partners
RIAChicago, IL
AUM $1.4BTEAM 30REPS 3
Terra REIT Advisors, LLC
RIANew York, NY
AUM $1.4BTEAM 30REPS 4
BAY Colony Advisors
RIAConcord, MA
AUM $1.4BTEAM 36REPS 29
Other AUM ranges
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