RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Greylion Partners LP
RIANew York, NY
AUM $2.1BTEAM 22REPS 4
Gerchen Capital Partners
RIAChicago, IL
AUM $2.1BTEAM 23REPS 5
Elser Financial Planning, Inc.
RIAIndianapolis, IN
AUM $2.1BTEAM 15REPS 12
Fiduciary Advisors, Inc.
RIASaint Louis, MO
AUM $2.1BTEAM 4REPS 4
The Wealth Alliance, LLC
RIAMelville, NY
AUM $2.1BTEAM 29REPS 13
Blue Grotto Capital, LLC
RIAAtlanta, GA
AUM $2.1BTEAM 6REPS 2
Ameraudi Asset Management, Inc.
RIANew York, NY
AUM $2.1BTEAM 15REPS 14
Long Ridge Equity Partners
RIANew York, NY
AUM $2.1BTEAM 27REPS 5
Quadrant Private Wealth Management, LLC
RIACenter Valley, PA
AUM $2.1BTEAM 19REPS 12
Alpine Associates Management Inc.
RIAPalm Beach, FL
AUM $2.1BTEAM 26REPS 8
Ascentis Independent Advisors, LLC
RIADallas, TX
AUM $2.1BTEAM 43REPS 48
Sundance Bay
RIASalt Lake City , UT
AUM $2.1BTEAM 69REPS 6
Emerald Mutual Fund Advisers Trust
RIALeola, PA
AUM $2.1BTEAM 10REPS 4
Adell Harriman & Carpenter
RIAHouston, TX
AUM $2.1BTEAM 13REPS 7
Columbia Capital Management, LLC
RIAMerriam, KS
AUM $2.1BTEAM 18REPS 8
First Heartland Consultants, Inc.
RIALake St Louis, MO
AUM $2.1BTEAM 96REPS 96
United Asset Strategies Inc.
RIAGarden City, NY
AUM $2.1BTEAM 33REPS 25
Goldfinch Partners
RIABellevue, WA
AUM $2.1BTEAM 8REPS 4
Narwhal Capital Management
RIAMarietta, GA
AUM $2.1BTEAM 18REPS 12
Squadra Investments - Gestao de Recursos LtdA.
RIARio De Janeiro
AUM $2.1BTEAM 27REPS 5
Carrick Capital Partners
RIASan Francisco, CA
AUM $2.1BTEAM 17REPS 3
Aris Management, LLC
RIANew York, NY
AUM $2.1BTEAM 3564REPS 5
Zanbato Advisors LLC
RIAMountain View, CA
AUM $2.1BTEAM 11REPS 3
Maren Capital
RIAChicago, IL
AUM $2.1BTEAM 6REPS 4
Other AUM ranges
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