RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Souders Financial Advisors, LLC
RIACincinnati, OH
AUM $1.4BTEAM 21REPS 16
Greene Wealth Management, LLC
RIASeattle, WA
AUM $1.4BTEAM 9REPS 5
Boldhaven Management
RIALondon
AUM $1.4BTEAM 11REPS 6
Claro Advisors Inc.
RIABoston, MA
AUM $1.4BTEAM 37REPS 20
Seven Springs Wealth Group
RIABrentwood, TN
AUM $1.4BTEAM 15REPS 9
Arrington Capital Investment Management, LLC
RIAMiami, FL
AUM $1.4BTEAM 10REPS 2
First Light Asset Management, LLC
RIAEdina, MN
AUM $1.4BTEAM 14REPS 3
SLG Capital Management LLC
RIANew York, NY
AUM $1.4BTEAM 20REPS 4
Ellsworth Advisors, LLC
RIAHudson, OH
AUM $1.4BTEAM 16REPS 15
Cumberland Investment Counsel Inc.
RIAToronto Ontario
AUM $1.4BTEAM 19REPS 4
Greenline Partners
RIANew York, NY
AUM $1.4BTEAM 5REPS 3
Astignes Capital Asia Pte. Ltd.
RIASingapore
AUM $1.4BTEAM 47REPS 5
MSA Financial
RIABraintree, MA
AUM $1.4BTEAM 19REPS 8
Polymer Capital Management (US), LLC
RIANew York, NY
AUM $1.4BTEAM 23REPS 2
Thorofare, LLC
RIAEl Segundo, CA
AUM $1.4BTEAM 27REPS 5
Hudson Way Capital Management, LLC
RIADallas, TX
AUM $1.4BTEAM 10REPS 3
49 Financial
RIAAustin, TX
AUM $1.4BTEAM 167REPS 123
Schroder Wealth Management (US) Limited
RIALondon
AUM $1.4BTEAM 9REPS 9
DC Capital Partners Management, L.P.
RIAAlexandria, VA
AUM $1.4BTEAM 18REPS 4
Howard Financial Services, Ltd.
RIADallas, TX
AUM $1.4BTEAM 24REPS 18
Silicon Valley Retirement Services, LLC
RIASan Jose, CA
AUM $1.4BTEAM 2REPS 2
Alterna Wealth Management, Inc.
RIAHouston, TX
AUM $1.4BTEAM 55REPS 33
Werba Rubin Papier Wealth Management, LLC
RIASan Jose, CA
AUM $1.4BTEAM 18REPS 7
Pivot Capital Partners LLC
RIAChicago, IL
AUM $1.4BTEAM 2REPS 2
Other AUM ranges
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