RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Steelpeak Wealth, LLC
RIALos Angeles, CA
AUM $4.1BTEAM 84REPS 43
North Reef Capital Management LP
RIALaguna Beach, CA
AUM $4.1BTEAM 8REPS 2
Harrison Street Private Wealth LLC
RIADenver, CO
AUM $4.1BTEAM 35REPS 6
IPG Investment Advisors, LLC
RIASan Diego, CA
AUM $4.1BTEAM 39REPS 41
Archpoint Investors
RIACoral Gables, FL
AUM $4.1BTEAM 11REPS 2
Northwest Asset Management
RIAMercer Island, WA
AUM $4.1BTEAM 62REPS 62
MAN Investments Australia Limited
RIASydney
AUM $4.1BTEAM 10REPS 4
Parkway Advisors, L.P.
RIAAbilene, TX
AUM $4.1BTEAM 16REPS 10
Evolution Credit Partners Management, LLC
RIABoston, MA
AUM $4.1BTEAM 43REPS 6
Blue Wolf Capital Partners LLC
RIANew York, NY
AUM $4.1BTEAM 51REPS 5
Capital Generation Partners LLP
RIALondon
AUM $4.1BTEAM 46REPS 8
Guggenheim Investments
RIAChicago, IL
AUM $4.1BTEAM 5REPS 5
Senvest Management, LLC
RIANew York, NY
AUM $4.1BTEAM 25REPS 5
Finaccess Advisors LLC
RIAMiami, FL
AUM $4.1BTEAM 13REPS 8
Gerber Kawasaki Wealth & Investment Management
RIASanta Monica, CA
AUM $4.1BTEAM 59REPS 39
Diversify Wealth Management, LLC
RIASouth Jordan, UT
AUM $4.1BTEAM 95REPS 79
FFL
RIASan Francisco, CA
AUM $4.1BTEAM 43REPS 7
Castleknight Management LP
RIANew York, NY
AUM $4.1BTEAM 13REPS 2
Performance Wealth
RIAHinsdale, IL
AUM $4.1BTEAM 15REPS 11
Fundamental Advisors LP
RIANew York, NY
AUM $4.1BTEAM 44REPS 8
Wildcat Capital Management, LLC
RIANew York, NY
AUM $4.1BTEAM 13REPS 2
Freeport Financial Partners LLC
RIAChicago, IL
AUM $4.1BTEAM 24REPS 4
Keel Point, LLC
RIAHuntsville, AL
AUM $4.1BTEAM 92REPS 51
Peregrine Capital Management, LLC
RIAMinneapolis, MN
AUM $4.1BTEAM 28REPS 4
Other AUM ranges
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