RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Abacus Planning Group, Inc.
RIAColumbia, SC
AUM $2.2BTEAM 30REPS 16
Octavia Wealth Advisors LLC
RIABlue Ash, OH
AUM $2.2BTEAM 45REPS 34
Hartford Funds
RIAWayne, PA
AUM $2.2BTEAM 368REPS 6
HMI Capital Management, L.P.
RIASan Francisco, CA
AUM $2.2BTEAM 16REPS 5
Meridiem Capital Partners LP
RIADallas, TX
AUM $2.2BTEAM 16REPS 3
Greenland Capital Management LP
RIANew York, NY
AUM $2.2BTEAM 26REPS 4
Evolve Private Wealth, LLC
RIALos Angeles, CA
AUM $2.1BTEAM 17REPS 20
Root Financial Partners
RIAAustin, TX
AUM $2.1BTEAM 65REPS 64
Private Advisory
RIARedmond, WA
AUM $2.1BTEAM 31REPS 19
Merricks Capital Pty Ltd
RIAMelbourne
AUM $2.1BTEAM 45REPS 5
Financial Management Network Inc
RIAMission Viejo, CA
AUM $2.1BTEAM 50REPS 21
Tiverton Advisors, LLC
RIARaleigh, NC
AUM $2.1BTEAM 41REPS 4
RAM Realty Advisors LLC
RIAPalm Beach Gardens, FL
AUM $2.1BTEAM 54REPS 9
Van Hulzen Financial Advisors
RIAEl Dorado Hills, CA
AUM $2.1BTEAM 21REPS 19
Coastedge Partners, LLC
RIASan Diego, CA
AUM $2.1BTEAM 16REPS 12
Fairholme Capital Management, L.L.C.
RIASouth Miami, FL
AUM $2.1BTEAM 7REPS 4
Nexphase Capital, LP
RIANew York, NY
AUM $2.1BTEAM 31REPS 7
RP Management, LLC
RIANew York, NY
AUM $2.1BTEAM 2REPS 2
Kintegral Advisory, LLC
RIANew York, NY
AUM $2.1BTEAM 11REPS 5
NFC Investments, LLC
RIAMemphis, TN
AUM $2.1BTEAM 9REPS 6
Pinnacle Advisors
RIAMansfield, OH
AUM $2.1BTEAM 35REPS 21
Intermede Global Partners Inc
RIASan Francisco, CA
AUM $2.1BTEAM 4REPS 3
Next Capital Management LLC
RIANew York, NY
AUM $2.1BTEAM 23REPS 11
Fernbridge Capital Management LP
RIALos Angeles, CA
AUM $2.1BTEAM 11REPS 3
Other AUM ranges
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