RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Washington Crossing Advisors LLC
RIAMorristown, NJ
AUM $2BTEAM 10REPS 6
Althum Advisors LLC
RIAMiami, FL
AUM $2BTEAM 11REPS 12
Keebeck Wealth Management
RIAChicago, IL
AUM $2BTEAM 9REPS 4
Halyard Asset Management LLC
RIAWhite Plains, NY
AUM $2BTEAM 4REPS 3
Avity Investment Management Inc.
RIAGreenwich, CT
AUM $2BTEAM 8REPS 3
Punch & Associates Investment Management, Inc.
RIAEdina, MN
AUM $2BTEAM 34REPS 18
Fairview Capital
RIAGreenbrae, CA
AUM $2BTEAM 17REPS 5
Nipun Capital, L.P.
RIAFoster City, CA
AUM $2BTEAM 18REPS 3
Frontenac
RIAChicago, IL
AUM $2BTEAM 28REPS 4
Cherry Creek Family Offices
RIADenver, CO
AUM $2BTEAM 16REPS 8
NCH Capital Inc.
RIANew York, NY
AUM $2BTEAM 60REPS 5
Portolan Capital Management, LLC
RIABoston, MA
AUM $2BTEAM 12REPS 4
Unison
RIAProvidence, RI
AUM $2BTEAM 1REPS 1
Hammes Realty Advisors, LLC
RIAMilwaukee, WI
AUM $2BTEAM 40REPS 4
Boston Family Office LLC
RIABoston, MA
AUM $2BTEAM 17REPS 10
Rush Island Management, LP
RIANew York, NY
AUM $2BTEAM 7REPS 3
Western Technology Investment (Wti)
RIAPortola Valley, CA
AUM $2BTEAM 35REPS 4
Marks Group Wealth Management, Inc.
RIAMinnetonka, MN
AUM $2BTEAM 14REPS 10
Spyglass Capital Management, LLC
RIAGreenbrae, CA
AUM $2BTEAM 11REPS 4
Future Capital
RIAChattanooga, TN
AUM $2BTEAM 30REPS 6
Advent Global Opportunities Management LLC
RIABoston, MA
AUM $2BTEAM 13REPS 3
Albion Financial Group
RIASalt Lake City , UT
AUM $2BTEAM 31REPS 21
Infinity Q Capital Management, LLC
RIANew York, NY
AUM $2BTEAM 12REPS 3
Declaration Partners LP
RIANew York, NY
AUM $2BTEAM 37REPS 8
Other AUM ranges
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