RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Verity Investment Partners
RIABeaufort, SC
AUM $1.4BTEAM 16REPS 12
Laurel Oak Wealth Management, LLC
RIAMarlton, NJ
AUM $1.4BTEAM 22REPS 15
Asset Advisors
RIAAugusta, GA
AUM $1.4BTEAM 9REPS 6
Double Eagle Family Offices, LLC
RIAFort Worth, TX
AUM $1.4BTEAM 6REPS 3
Acorn Financial Advisory Services, Inc.
RIAReston, VA
AUM $1.4BTEAM 11REPS 18
Fourworld Capital Management LLC
RIANew York, NY
AUM $1.4BTEAM 17REPS 2
St. Denis J. Villere & Co, LLC
RIANew Orleans, LA
AUM $1.4BTEAM 5REPS 5
Matrix Asset Advisors Inc
RIAWhite Plains, NY
AUM $1.4BTEAM 12REPS 9
Equity International
RIAChicago, IL
AUM $1.4BTEAM 13REPS 4
Trustmont Advisory Group, Inc.
RIAGreensburg, PA
AUM $1.4BTEAM 61REPS 68
Kudu Investment Holdings, LLC
RIANew York, NY
AUM $1.4BTEAM 18REPS 11
Marietta Wealth Management, LLC
RIAMarietta, GA
AUM $1.4BTEAM 12REPS 9
Inspirion Wealth Advisors, LLC
RIALibertyville, IL
AUM $1.4BTEAM 12REPS 10
Ironview Capital Management, LLC
RIAConshohocken, PA
AUM $1.4BTEAM 12REPS 10
ESM Management LLC
RIAAUM $1.4BTEAM 4REPS 4
Syntegra Private Wealth Group LLC
RIAChesterfield, MO
AUM $1.4BTEAM 20REPS 12
Corrum Capital Management LLC
RIACharlotte, NC
AUM $1.4BTEAM 17REPS 4
Elyxium Wealth LLC
RIABeverly Hills, CA
AUM $1.4BTEAM 7REPS 7
Range Advisory, LLC
RIAMclean, VA
AUM $1.4BTEAM 38REPS 32
Golden Bell Partners, LLC
RIAAUM $1.4BTEAM 2REPS 1
Denali Advisors, LLC
RIASan Diego, CA
AUM $1.4BTEAM 14REPS 4
Journey Wealth Management
RIACleveland, OH
AUM $1.4BTEAM 27REPS 17
Town Lane Management LP
RIANew York, NY
AUM $1.4BTEAM 15REPS 3
Millennium Investment and Retirement Advisors, LLC
RIAAUM $1.4BTEAM 6REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?