RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Mason Wells, Inc.
RIAMilwaukee, WI
AUM $1.4BTEAM 22REPS 6
Truemark Investments
RIAChicago, IL
AUM $1.4BTEAM 6REPS 4
Virtus Advisers, LLC
RIAHartford, CT
AUM $1.4BTEAM 8REPS 7
Antolino Wealth Advisors
RIAColumbus, OH
AUM $1.4BTEAM 30REPS 10
Water Street Capital, Inc.
RIAJacksonville, FL
AUM $1.4BTEAM 16REPS 3
Finser Investment Advisor
RIASan Antonio, TX
AUM $1.4BTEAM 1REPS 4
V-Square Quantitative Management
RIAChicago, IL
AUM $1.4BTEAM 5REPS 5
Wingate Wealth Advisors, Inc.
RIALexington, MA
AUM $1.4BTEAM 24REPS 16
AB Custom Alternative Solutions LLC
RIANashville, TN
AUM $1.4BTEAM 1REPS 3
Equinox Partners Investment Management LLC
RIAStamford, CT
AUM $1.4BTEAM 11REPS 3
Blueprint Financial Advisors
RIACharlotte, NC
AUM $1.4BTEAM 47REPS 44
Diametric Capital, LP
RIABoston, MA
AUM $1.4BTEAM 14REPS 3
Elion Partners, LLC
RIAMiami, FL
AUM $1.4BTEAM 27REPS 4
Chambers Energy Capital
RIAHouston, TX
AUM $1.4BTEAM 6REPS 2
ZBS Partners, LLC
RIANew York, NY
AUM $1.4BTEAM 4REPS 3
Shorecliff Asset Management Company LLC
RIANewport Beach, CA
AUM $1.4BTEAM 14REPS 2
Iron Point Partners, LLC
RIAWashington, DC
AUM $1.4BTEAM 14REPS 4
Sagard Holdings Manager (US) LLC
RIANew York, NY
AUM $1.4BTEAM 41REPS 6
Smith Group Asset Management, LLC
RIADallas, TX
AUM $1.4BTEAM 14REPS 9
Leader Capital Corp.
RIAVancouver, WA
AUM $1.4BTEAM 2REPS 2
Souders Financial Advisors, LLC
RIACincinnati, OH
AUM $1.4BTEAM 21REPS 16
Greene Wealth Management, LLC
RIASeattle, WA
AUM $1.4BTEAM 9REPS 5
Claro Advisors Inc.
RIABoston, MA
AUM $1.4BTEAM 37REPS 22
Seven Springs Wealth Group
RIABrentwood, TN
AUM $1.4BTEAM 15REPS 9
Other AUM ranges
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