RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Falcon Investment Advisors, LLC
RIABoston, MA
AUM $3.3BTEAM 33REPS 5
Avantyr Capital Partners, LP
RIANew York, NY
AUM $3.3BTEAM 22REPS 3
York Capital Management
RIANew York, NY
AUM $3.3BTEAM 43REPS 7
PFG Advisors
RIAPhoenix, AZ
AUM $3.3BTEAM 112REPS 81
SBB Research Group LLC
RIANorthbrook, IL
AUM $3.3BTEAM 28REPS 5
Gates Capital Management, Inc.
RIANew York, NY
AUM $3.3BTEAM 14REPS 3
Blbb Advisors
RIAMontgomeryville, PA
AUM $3.3BTEAM 32REPS 22
Monograph Wealth Advisors, LLC
RIAManhattan Beach, CA
AUM $3.2BTEAM 20REPS 12
Advocacy Wealth Management, LLC
RIAAtlanta, GA
AUM $3.2BTEAM 36REPS 34
Gryphon Wealth
RIAJacksonville, FL
AUM $3.2BTEAM 22REPS 12
Bharcap Partners, LLC
RIAGreenwich, CT
AUM $3.2BTEAM 14REPS 2
Cantor Fitzgerald Investment Advisors
RIANew York, NY
AUM $3.2BTEAM 35REPS 36
Growthcurve Capital LP
RIANew York, NY
AUM $3.2BTEAM 31REPS 2
Counterpoint Funds
RIASan Diego, CA
AUM $3.2BTEAM 15REPS 9
Meyer Handelman Company LLC
RIARye Brook, NY
AUM $3.2BTEAM 18REPS 4
Foresite Capital
RIAWest Hollywood, CA
AUM $3.2BTEAM 40REPS 3
American Realty Advisors
RIALos Angeles, CA
AUM $3.2BTEAM 70REPS 8
LBC Credit Partners
RIARadnor, PA
AUM $3.2BTEAM 200REPS 8
Chilton Capital Management LLC
RIAHouston, TX
AUM $3.2BTEAM 27REPS 17
Lincoln Advisory Group, LLC
RIAChicago, IL
AUM $3.2BTEAM 11REPS 2
GCP Investment Advisor, LLC
RIAChicago, IL
AUM $3.2BTEAM 70REPS 7
Vista Capital Partners, Inc.
RIAPortland, OR
AUM $3.2BTEAM 35REPS 27
Nassau Coramerica LLC
RIAEl Segundo, CA
AUM $3.2BTEAM 6REPS 5
Vance Street Capital LLC
RIALos Angeles, CA
AUM $3.2BTEAM 24REPS 3
Other AUM ranges
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