RIAs: $1B – $5B AUM
3,232 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
Clean Energy Transition International S.A.M.
RIAMonaco Monaco
AUM $3.2BTEAM 2REPS 4
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 73
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 23
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 23REPS 15
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
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?