RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
RRG Capital Management LLC
RIALos Angeles, CA
AUM $2.9BTEAM 54REPS 2
Lynrock Lake LP
RIARye Brook, NY
AUM $2.9BTEAM 7REPS 3
Smith Salley Wealth Management
RIAGreensboro, NC
AUM $2.9BTEAM 18REPS 17
Hardy Reed, LLC
RIATupelo, MS
AUM $2.9BTEAM 18REPS 14
CPS Investment Advisors
RIALakeland, FL
AUM $2.9BTEAM 60REPS 19
Deschutes Investment Consulting, LLC
RIAPortland, OR
AUM $2.9BTEAM 14REPS 8
Keywise Capital Management (HK) Limited
RIAHong Kong
AUM $2.9BTEAM 18REPS 2
DFW Capital Partners
RIANew York, NY
AUM $2.9BTEAM 25REPS 5
RMR Wealth Builders, Inc.
RIAMontclair, NJ
AUM $2.9BTEAM 64REPS 54
Westchester Capital Management, LLC
RIAValhalla, NY
AUM $2.9BTEAM 10REPS 8
Gladius Capital Management LP
RIAPark City, UT
AUM $2.9BTEAM 14REPS 3
MAN Investment Partners (US) LP
RIANew York, NY
AUM $2.9BTEAM 51REPS 4
Electric Capital Partners, LLC
RIAPalo Alto, CA
AUM $2.9BTEAM 30REPS 3
Regal Investment Advisors LLC
RIAKentwood, MI
AUM $2.9BTEAM 131REPS 118
LM Advisors LLC
RIASan Diego, CA
AUM $2.9BTEAM 22REPS 5
Capital Counsel LLC
RIANew York, NY
AUM $2.9BTEAM 13REPS 7
Casdin Capital, LLC
RIANew York, NY
AUM $2.9BTEAM 29REPS 5
Rockwood Wealth Management, LLC
RIANew Hope, PA
AUM $2.9BTEAM 53REPS 45
Leeward Investments
RIABoston, MA
AUM $2.9BTEAM 14REPS 8
Melqart Asset Management (UK) Ltd
RIALondon
AUM $2.9BTEAM 23REPS 3
Capstone Financial Advisors Inc
RIADowners Grove, IL
AUM $2.9BTEAM 30REPS 20
Hollencrest Capital Management
RIANewport Beach, CA
AUM $2.9BTEAM 19REPS 15
NX1 Capital LP
RIANew York, NY
AUM $2.9BTEAM 29REPS 3
Meeder Advisory Services, Inc.
RIADublin, OH
AUM $2.9BTEAM 73REPS 25
Other AUM ranges
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