RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
VISTA CAPITAL PARTNERS, INC.
RIAPORTLAND, OR
AUM $3.2BTEAM 35REPS 26
NASSAU CORAMERICA LLC
RIAEL SEGUNDO, CA
AUM $3.2BTEAM 6REPS 5
VANCE STREET CAPITAL LLC
RIALos Angeles, CA
AUM $3.2BTEAM 24REPS 3
OBERLAND CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $3.2BTEAM 23REPS 5
CUMBERLAND ADVISORS
RIASARASOTA, FL
AUM $3.2BTEAM 36REPS 19
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC
RIAPHILADELPHIA, PA
AUM $3.2BTEAM 52REPS 6
TRILOGY CAPITAL, INC.
RIAIRVINE, CA
AUM $3.2BTEAM 74REPS 74
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
RIACORAL GABLES, FL
AUM $3.2BTEAM 44REPS 25
TRUST ASSET MANAGEMENT LLC
RIAHOUSTON, TX
AUM $3.2BTEAM 10REPS 5
LEO WEALTH, LLC
RIAEDISON, NJ
AUM $3.2BTEAM 40REPS 30
PRINCIPLE WEALTH
RIAMADISON, CT
AUM $3.2BTEAM 28REPS 21
EPG INCORPORATED
RIAFRAMINGHAM, MA
AUM $3.2BTEAM 11REPS 8
ROFFMAN MILLER ASSOCIATES INC
RIAPHILADELPHIA, PA
AUM $3.2BTEAM 15REPS 17
PROSPERITY - AN EISNERAMPER COMPANY
RIAOWINGS MILLS, MD
AUM $3.2BTEAM 66REPS 62
BOGART WEALTH, LLC
RIAMCLEAN, VA
AUM $3.2BTEAM 50REPS 29
GREENBELT CAPITAL PARTNERS
RIAAUSTIN, TX
AUM $3.2BTEAM 25REPS 4
ALTES CAPITAL, LLC
RIAAUM $3.2BTEAM 7REPS 2
KA FUND ADVISORS, LLC
RIAHOUSTON, TX
AUM $3.2BTEAM 38REPS 8
LUTZ FINANCIAL
RIAOMAHA, NE
AUM $3.2BTEAM 22REPS 14
FITZWALTER CAPITAL (US) LLC
RIANew York, NY
AUM $3.2BTEAM 9REPS 5
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
RIASUMMIT, NJ
AUM $3.2BTEAM 25REPS 6
ALTERRA IOS MANAGER, LLC
RIARADNOR, PA
AUM $3.2BTEAM 44REPS 4
FOURSIXTHREE CAPITAL LP
RIANew York, NY
AUM $3.2BTEAM 19REPS 4
GIRARD ADVISORY SERVICES, LLC
RIAKING OF PRUSSIA, PA
AUM $3.2BTEAM 60REPS 49
Other AUM ranges
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