RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Windrose Advisors LLC
RIAWaltham, MA
AUM $2.7BTEAM 23REPS 7
Multnomah Group, Inc.
RIAPortland, OR
AUM $2.7BTEAM 21REPS 17
Rock Harbor Partners LLC
RIALarchmont, NY
AUM $2.7BTEAM 4REPS 2
Phillips And Company Advisors LLC
RIAPortland, OR
AUM $2.7BTEAM 19REPS 14
Toms Capital Investment Management LP
RIANew York, NY
AUM $2.7BTEAM 21REPS 4
Mitchell, Mcleod, Pugh & Williams, Inc.
RIAAUM $2.7BTEAM 15REPS 9
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 68
Titleist Asset Management, LLC
RIASan Antonio, TX
AUM $2.7BTEAM 41REPS 43
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 20
Jacobi Capital Management, LLC
RIAPittston, PA
AUM $2.6BTEAM 31REPS 30
The Patriot Financial Group, LLC
RIAWalpole, MA
AUM $2.6BTEAM 59REPS 36
Variant Investments
RIAPortland, OR
AUM $2.6BTEAM 33REPS 8
Other AUM ranges
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