RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
LCP INSTITUTIONAL, LLC
RIAAtlanta, GA
AUM $3.2BTEAM 8REPS 7
MAM AMERICAS, INC.
RIANew York, NY
AUM $3.2BTEAM 275REPS 6
EHLERS
RIAMINNEAPOLIS, MN
AUM $3.2BTEAM 13REPS 9
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC
RIACHICAGO, IL
AUM $3.2BTEAM 170REPS 8
VMG PARTNERS II, LLC
RIASAN FRANCISCO, CA
AUM $3.2BTEAM 36REPS 6
CSENGE ADVISORY GROUP, LLC
RIACLEARWATER, FL
AUM $3.2BTEAM 74REPS 74
HILTON CAPITAL MANAGEMENT, LLC
RIAGARDEN CITY, NY
AUM $3.2BTEAM 27REPS 9
MIDLAND WEALTH MANAGEMENT
RIAEFFINGHAM, IL
AUM $3.2BTEAM 32REPS 22
TENNENBAUM CAPITAL PARTNERS, LLC
RIASANTA MONICA, CA
AUM $3.2BTEAM 10REPS 2
NORTH SQUARE INVESTMENTS, LLC
RIACHICAGO, IL
AUM $3.2BTEAM 27REPS 7
AVESI PARTNERS LLC
RIASTAMFORD, CT
AUM $3.2BTEAM 25REPS 5
ANTHELION CAPITAL PARTNERS LLC
RIANew York, NY
AUM $3.2BTEAM 16REPS 4
ON INVESTMENT MANAGEMENT CO
RIAMONTGOMERY, OH
AUM $3.2BTEAM 196REPS 212
BOW RIVER CAPITAL
RIADENVER, CO
AUM $3.2BTEAM 61REPS 4
CYNDEO WEALTH PARTNERS
RIAST PETERSBURG, FL
AUM $3.2BTEAM 28REPS 18
ADVISORNET WEALTH PARTNERS
RIAMINNETONKA, MN
AUM $3.1BTEAM 131REPS 62
ROCKY MOUNTAIN ADVISERS, LLC
RIASALINA, KS
AUM $3.1BTEAM 9REPS 5
STRATEGIC INCOME MANAGEMENT, LLC
RIASEATTLE, WA
AUM $3.1BTEAM 6REPS 6
GREENBACKER CAPITAL MANAGEMENT LLC
RIAPORTLAND, ME
AUM $3.1BTEAM 128REPS 3
ROMARK CREDIT ADVISORS LP
RIANew York, NY
AUM $3.1BTEAM 76REPS 8
S.W. MITCHELL CAPITAL LLP
RIALONDON
AUM $3.1BTEAM 7REPS 2
FAIRCOURT PARTNERS, LLC
RIALAKE BLUFF, IL
AUM $3.1BTEAM 4REPS 4
DISRUPTIVE TECHNOLOGY ADVISERS LLC
RIADALLAS, TX
AUM $3.1BTEAM 16REPS 4
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
RIALAKE FOREST, IL
AUM $3.1BTEAM 32REPS 5
Other AUM ranges
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