RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Private Capital Management
RIANaples, FL
AUM $1.4BTEAM 21REPS 9
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 9
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 21
Isthmus Partners, LLC
RIAMadison, WI
AUM $1.4BTEAM 17REPS 13
Clearline Capital LP
RIANew York, NY
AUM $1.4BTEAM 11REPS 2
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 5
BAY Colony Advisors
RIAConcord, MA
AUM $1.4BTEAM 36REPS 29
Nassau Alternative Investments LLC
RIANew York, NY
AUM $1.4BTEAM 6REPS 5
Sentry Investment Management, L.L.C.
RIAStevens Point, WI
AUM $1.4BTEAM 10REPS 3
JGP Wealth Management, LLC
RIABend, OR
AUM $1.4BTEAM 23REPS 18
Portside Wealth Group, LLC
RIAProvo, UT
AUM $1.4BTEAM 54REPS 56
Oak City Investment Consulting
RIAWake Forest, NC
AUM $1.4BTEAM 6REPS 5
Other AUM ranges
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