RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Multicoin Capital Management, LLC
RIAAustin, TX
AUM $2.7BTEAM 22REPS 4
Capital Dynamics, Inc.
RIANew York, NY
AUM $2.7BTEAM 30REPS 12
Analyst Portfolio Management Ltd.
RIATel Aviv
AUM $2.7BTEAM 56REPS 10
Valley Wealth Managers, Inc.
RIAParamus, NJ
AUM $2.7BTEAM 54REPS 51
W Capital Partners
RIANew York, NY
AUM $2.7BTEAM 20REPS 3
Main Street Research LLC
RIALakeville, CT
AUM $2.7BTEAM 24REPS 19
CIM Capital, LLC
RIALos Angeles, CA
AUM $2.7BTEAM 160REPS 4
Cadian Capital Management, LP
RIANew York, NY
AUM $2.7BTEAM 20REPS 5
Marcus Partners, LLC
RIABoston, MA
AUM $2.7BTEAM 50REPS 6
Mcadam LLC
RIARadnor, PA
AUM $2.7BTEAM 174REPS 135
Intandem Capital Partners, LP
RIANew York, NY
AUM $2.7BTEAM 35REPS 3
Heron View Partners LLC
RIANew York, NY
AUM $2.7BTEAM 17REPS 3
Pine Valley Investments
RIAMarlton, NJ
AUM $2.7BTEAM 37REPS 34
Paralel Advisors LLC
RIADenver, CO
AUM $2.7BTEAM 6REPS 2
36 North Capital Management, LLC
RIABentonville, AR
AUM $2.7BTEAM 4REPS 3
Windrose Advisors LLC
RIAWaltham, MA
AUM $2.7BTEAM 23REPS 8
Multnomah Group, Inc.
RIAPortland, OR
AUM $2.7BTEAM 21REPS 15
Rock Harbor Partners LLC
RIALarchmont, NY
AUM $2.7BTEAM 4REPS 2
Phillips and Company Advisors LLC
RIAPortland, OR
AUM $2.7BTEAM 19REPS 14
Mitchell, Mcleod, Pugh & Williams, Inc.
RIAMobile, AL
AUM $2.7BTEAM 17REPS 10
Legacy Wealth Management, LLC
RIAMemphis, TN
AUM $2.7BTEAM 22REPS 17
Lexington Advisors LLC
RIANew York, NY
AUM $2.7BTEAM 171REPS 4
Berkadia Capital Advisors LLC
RIAAmbler, PA
AUM $2.7BTEAM 2REPS 2
IPI Wealth Management, Inc.
RIADecatur, IL
AUM $2.7BTEAM 67REPS 69
Other AUM ranges
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