RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Silver Point Specialty Credit Fund Management, LLC
RIAGreenwich, CT
AUM $1.3BTEAM 357REPS 12
Andina Advisors
RIALogan, UT
AUM $1.3BTEAM 31REPS 11
Canal Road Capital, LLC
RIAMiami, FL
AUM $1.3BTEAM 16REPS 5
Absher Wealth Management, LLC
RIAChapel Hill, NC
AUM $1.3BTEAM 9REPS 7
Enterprise Investors
RIANew York, NY
AUM $1.3BTEAM 36REPS 10
Legato Capital Management, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 4REPS 3
Ospraie Management, LLC
RIARye, NY
AUM $1.3BTEAM 20REPS 4
Montis Financial, LLC
RIAWaltham, MA
AUM $1.3BTEAM 26REPS 19
Professional Advisory Services Inc
RIAVero Beach, FL
AUM $1.3BTEAM 13REPS 9
Green Century Capital Management Inc
RIABoston, MA
AUM $1.3BTEAM 16REPS 7
Hohimer Wealth Management, LLC
RIASeattle, WA
AUM $1.3BTEAM 12REPS 12
Heritage Capital Advisors, LLC
RIAAUM $1.3BTEAM 1REPS 2
Blue Sage Capital
RIAAustin, TX
AUM $1.3BTEAM 16REPS 3
Harvey Capital Partners, L.P.
RIANew York, NY
AUM $1.3BTEAM 15REPS 3
Asset Management Group Of Bank Of Hawaii
RIAHonolulu, HI
AUM $1.3BTEAM 34REPS 2
Webs Creek Capital Management LP
RIADallas, TX
AUM $1.3BTEAM 9REPS 4
Ullmann Wealth Partners
RIAJacksonville Beach, FL
AUM $1.3BTEAM 13REPS 8
J.J. Burns & Company
RIAMelville, NY
AUM $1.3BTEAM 17REPS 9
Amberjack Capital Partners, L.P.
RIAHouston, TX
AUM $1.3BTEAM 12REPS 4
Insignia Capital Group, L.P.
RIAWalnut Creek, CA
AUM $1.3BTEAM 16REPS 4
One Wealth Advisors, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 13REPS 10
Brookwood Investment Group
RIAPhoenix, AZ
AUM $1.3BTEAM 24REPS 68
JAY A. Fishman, Ltd
RIATroy, MI
AUM $1.3BTEAM 8REPS 5
Arbiter Partners
RIANew York, NY
AUM $1.3BTEAM 12REPS 4
Other AUM ranges
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