RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
MAK Capital
RIANew York, NY
AUM $2BTEAM 12REPS 2
Comperio Retirement Consulting, Inc.
RIACary, NC
AUM $2BTEAM 4REPS 2
Trumbower Financial Advisors LLC
RIABethesda, MD
AUM $2BTEAM 11REPS 6
Mount Logan Management
RIANew York, NY
AUM $2BTEAM 120REPS 4
Sole Source Capital LLC
RIADallas, TX
AUM $2BTEAM 34REPS 3
Woodbourne Capital Management International LP
RIABoulder, CO
AUM $2BTEAM 14REPS 3
Graycliff Partners LP
RIANew York, NY
AUM $2BTEAM 30REPS 6
Timberland Investment Resources, LLC
RIAAtlanta, GA
AUM $2BTEAM 30REPS 11
Lee Danner & Bass Inc
RIANashville, TN
AUM $2BTEAM 11REPS 6
Centeroak Adviser, L.P.
RIADallas, TX
AUM $2BTEAM 20REPS 4
Long Pond Capital, LP
RIANew York, NY
AUM $2BTEAM 18REPS 3
JSF Financial, LLC
RIALos Angeles, CA
AUM $2BTEAM 27REPS 14
Greenwood Gearhart, LLC
RIAFayetteville, AR
AUM $2BTEAM 26REPS 21
Boldhaven Management
RIALondon
AUM $2BTEAM 12REPS 7
Lingotto US LLC
RIANew York, NY
AUM $2BTEAM 17REPS 4
Center For Financial Planning Inc
RIASouthfield, MI
AUM $2BTEAM 26REPS 17
The Fiduciary Group
RIASavannah, GA
AUM $2BTEAM 18REPS 13
The Norden Group LLC
RIAProvo, UT
AUM $2BTEAM 30REPS 22
Shapiro Capital Management LLC
RIAAtlanta, GA
AUM $2BTEAM 10REPS 7
FIC Partners Management, LP
RIAHouston, TX
AUM $2BTEAM 8REPS 3
Zazove Associates LLC
RIAIncline Village, NV
AUM $2BTEAM 21REPS 3
Brynwood Partners
RIAGreenwich, CT
AUM $2BTEAM 16REPS 4
Ocean Avenue Capital Partners, L.P.
RIASanta Monica, CA
AUM $2BTEAM 15REPS 3
C.M. Capital Advisors, LLC
RIAPalo Alto, CA
AUM $2BTEAM 18REPS 3
Other AUM ranges
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