RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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 67
Titleist Asset Management, LLC
RIASan Antonio, TX
AUM $2.7BTEAM 41REPS 44
Garde Capital, Inc.
RIASeattle, WA
AUM $2.7BTEAM 18REPS 9
Cornerstone Investment Partners, LLC
RIAAtlanta, GA
AUM $2.7BTEAM 15REPS 9
Ipex, Inc.
RIAPlymouth, MI
AUM $2.7BTEAM 3REPS 3
Osborne Partners
RIASan Francisco, CA
AUM $2.7BTEAM 18REPS 14
Eversept Partners, L.P.
RIANew York, NY
AUM $2.7BTEAM 10REPS 4
26north Direct Lending
RIANew York, NY
AUM $2.6BTEAM 142REPS 6
Transpose Platform Management, LLC
RIAHouston, TX
AUM $2.6BTEAM 23REPS 3
TCG Capital Management
RIAPlaya Vista, CA
AUM $2.6BTEAM 27REPS 5
Embree Financial Group
RIAChicago, IL
AUM $2.6BTEAM 19REPS 14
Foster Victor
RIAGreenville, SC
AUM $2.6BTEAM 42REPS 21
Mesirow Re-Ia, Inc.
RIAChicago, IL
AUM $2.6BTEAM 21REPS 4
Jacobi Capital Management, LLC
RIAPittston, PA
AUM $2.6BTEAM 31REPS 32
The Patriot Financial Group, LLC
RIAWalpole, MA
AUM $2.6BTEAM 59REPS 36
Variant Investments
RIAPortland, OR
AUM $2.6BTEAM 33REPS 8
Capital Four US Inc.
RIANew York, NY
AUM $2.6BTEAM 8REPS 2
Steadview Capital Management LLC
RIASan Francisco, CA
AUM $2.6BTEAM 28REPS 4
AJ Capital Management LLC
RIANashville, TN
AUM $2.6BTEAM 112REPS 4
Phillips Financial
RIAFort Wayne, IN
AUM $2.6BTEAM 32REPS 17
Zemenick & Walker Inc
RIASaint Louis, MO
AUM $2.6BTEAM 11REPS 8
Steeprock Capital
RIAGreenwich, CT
AUM $2.6BTEAM 12REPS 3
Other AUM ranges
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