RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
CKW Financial Group, LLC
RIAHonolulu, HI
AUM $2.5BTEAM 7REPS 3
The Fiduciary Alliance
RIAGreenville, SC
AUM $2.5BTEAM 76REPS 46
Constellation Wealth Capital
RIAChicago, IL
AUM $2.5BTEAM 20REPS 5
Private Wealth Asset Management
RIAOmaha, NE
AUM $2.5BTEAM 32REPS 24
Stonebridge Capital Advisors LLC
RIASaint Paul, MN
AUM $2.5BTEAM 31REPS 10
Twinbeech Capital LP
RIAPurchase, NY
AUM $2.5BTEAM 7REPS 2
Amulet Capital Partners, L.P.
RIAGreenwich, CT
AUM $2.5BTEAM 26REPS 3
Arcus Capital Partners, LLC
RIAAtlanta, GA
AUM $2.5BTEAM 15REPS 8
Athyrium Capital Management LP
RIANew York, NY
AUM $2.5BTEAM 20REPS 5
Steelhead Partners, LLC
RIASeattle, WA
AUM $2.5BTEAM 12REPS 7
New Age Alpha
RIARye, NY
AUM $2.5BTEAM 42REPS 5
NO Street Gp LP
RIASan Francisco, CA
AUM $2.5BTEAM 11REPS 2
Saratoga Research & Investment Management
RIASaratoga, CA
AUM $2.5BTEAM 21REPS 17
Willowridge Partners, Inc.
RIANew York, NY
AUM $2.5BTEAM 18REPS 2
RKL Private Wealth
RIALancaster, PA
AUM $2.5BTEAM 38REPS 25
Main Street Financial Solutions, LLC
RIANewtown, PA
AUM $2.5BTEAM 41REPS 41
The Electrum Group LLC
RIANew York, NY
AUM $2.5BTEAM 14REPS 4
OWL Ventures
RIASan Francisco, CA
AUM $2.5BTEAM 20REPS 5
Keystone National Group, LLC
RIASalt Lake City , UT
AUM $2.5BTEAM 42REPS 5
Azora Capital LP
RIAMiami, FL
AUM $2.5BTEAM 16REPS 2
Patient Capital Management, LLC
RIABaltimore, MD
AUM $2.5BTEAM 10REPS 4
North Star Investment Management Corporation
RIAChicago, IL
AUM $2.5BTEAM 26REPS 12
Serve Capital Partners
RIAAustin, TX
AUM $2.5BTEAM 8REPS 3
Metalmark Management II LLC
RIANew York, NY
AUM $2.5BTEAM 18REPS 4
Other AUM ranges
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