RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Angeles Equity Partners, LLC
RIALos Angeles, CA
AUM $1.2BTEAM 30REPS 5
Arista Wealth Management, LLC
RIALas Vegas, NV
AUM $1.2BTEAM 16REPS 11
Oridian Capital Management, L.P.
RIAWashington, DC
AUM $1.2BTEAM 19REPS 2
Sagard Real Estate Advisors
RIADenver, CO
AUM $1.2BTEAM 109REPS 5
Santa Lucia Asset Management Pte. Ltd.
RIASingapore
AUM $1.2BTEAM 11REPS 3
Columbia Asset Management, L.L.C.
RIAAnn Arbor, MI
AUM $1.2BTEAM 7REPS 6
Sunriver Management LLC
RIAGreenwich, CT
AUM $1.2BTEAM 9REPS 2
Bluemountain Fuji Management, LLC
RIANew York, NY
AUM $1.2BREPS 4
Juggernaut Management, LLC
RIAWashington, DC
AUM $1.2BTEAM 15REPS 5
Autumn Lane Advisors, LLC
RIAHouston, TX
AUM $1.2BTEAM 7REPS 4
Breakout Capital Partners
RIANew York, NY
AUM $1.2BTEAM 16REPS 3
Cdam (UK) Ltd
RIALondon
AUM $1.2BTEAM 10REPS 10
Ursa Fund Management LLC
RIADanville, CA
AUM $1.2BTEAM 2REPS 2
Cedar Mountain Advisors, LLC
RIALake Oswego, OR
AUM $1.2BTEAM 10REPS 6
Flatiron Rr LLC, Manager Series
RIANew York, NY
AUM $1.2BTEAM 19REPS 4
BMO Nesbitt Burns Securities Ltd.
RIAToronto Ontario
AUM $1.2BTEAM 303REPS 40
Baron Silver Stevens Financial Advisors, LLC
RIABoca Raton, FL
AUM $1.2BTEAM 12REPS 8
Modern Portfolio Consultants, LLC
RIANaples, FL
AUM $1.2BTEAM 3REPS 2
Finback Investment Partners
RIACoral Gables, FL
AUM $1.2BTEAM 17REPS 8
Centura Wealth Advisory
RIASan Diego, CA
AUM $1.2BTEAM 64REPS 24
Richard Young Advisors
RIAAugusta, GA
AUM $1.2BTEAM 16REPS 9
Global Evolution USA, LLC
RIANew York, NY
AUM $1.2BTEAM 24REPS 3
Silverback Asset Management, LLC
RIADurham, NC
AUM $1.2BTEAM 12REPS 2
Maceratio LLC
RIAMiami, FL
AUM $1.2BTEAM 7REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?