RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Lord Abbett Private Credit Advisor LLC
RIAJersey City, NJ
AUM $1.3BTEAM 821REPS 4
Obsidian Cio LLC
RIANew York, NY
AUM $1.3BTEAM 6REPS 1
New Legacy Group, LLC
RIANew York, NY
AUM $1.3BTEAM 15REPS 3
Trigate Management LLC
RIADallas, TX
AUM $1.3BTEAM 20REPS 6
Redefine Ventures LLC
RIABoulder, CO
AUM $1.3BTEAM 2REPS 1
Symphony Financial Partners (Singapore) Pte. Ltd.
RIASingapore
AUM $1.3BTEAM 17REPS 4
Bigsur Partners, LLC
RIAMiami, FL
AUM $1.3BTEAM 16REPS 8
Private Capital Advisors, Inc.
RIADarien, CT
AUM $1.3BTEAM 6REPS 5
Connors Investor Services Inc
RIAWyomissing, PA
AUM $1.3BTEAM 10REPS 18
Framework Ventures
RIASan Francisco, CA
AUM $1.3BTEAM 14REPS 5
Newport Capital Group, LLC
RIARed Bank, NJ
AUM $1.3BTEAM 18REPS 10
American Financial Advisors Inc
RIAWinter Park, FL
AUM $1.3BTEAM 8REPS 7
Ecosystem Investment Partners, LLC
RIABaltimore, MD
AUM $1.3BTEAM 20REPS 5
Sovereign's Capital Management, LLC
RIAAtlanta, GA
AUM $1.3BTEAM 37REPS 7
Rdst Capital LLC
RIASeattle, WA
AUM $1.3BTEAM 7REPS 2
Highclere International Investors
RIALondon
AUM $1.3BTEAM 20REPS 3
Capital Advantage, Inc.
RIAWalnut Creek, CA
AUM $1.3BTEAM 16REPS 9
North Pier Fiduciary Management, LLC
RIAMarina Del Rey, CA
AUM $1.3BTEAM 15REPS 7
Pettinga Financial Advisors, LLC
RIAEvansville, IN
AUM $1.3BTEAM 11REPS 7
Paul Winkler, Inc.
RIAGoodlettsville, TN
AUM $1.3BTEAM 22REPS 14
Urban Financial Advisory Corporation
RIAChicago, IL
AUM $1.3BTEAM 15REPS 4
Commonwealth Investment Management
RIAPittsburgh, PA
AUM $1.3BTEAM 7REPS 3
Promethos Capital, LLC
RIABoston, MA
AUM $1.3BTEAM 6REPS 4
Northstar Fiduciary Partners, LLC
RIAAUM $1.3BTEAM 2REPS 2
Other AUM ranges
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