RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Trez Capital Fund Management Limited Partnership
RIAVancouver, British Columbia
AUM $2BTEAM 42REPS 4
The Harbor Group, Inc.
RIABedford, NH
AUM $2BTEAM 22REPS 9
Healthequity Advisors
RIADraper, UT
AUM $2BTEAM 8REPS 5
TIG Advisors LLC
RIANew York, NY
AUM $2BTEAM 12REPS 3
Stack Financial Management Inc
RIAWhitefish, MT
AUM $2BTEAM 14REPS 10
Epfc Capital Partners
RIANew York, NY
AUM $2BTEAM 15REPS 2
Wellesley Asset Management, Inc.
RIAPortsmouth, NH
AUM $2BTEAM 30REPS 24
Balefire, LLC
RIADallas, TX
AUM $2BTEAM 38REPS 38
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 17
Lingotto US LLC
RIANew York, NY
AUM $2BTEAM 17REPS 4
Center For Financial Planning Inc
RIASouthfield, MI
AUM $2BTEAM 26REPS 17
Lument Investment Management, LLC
RIANew York, NY
AUM $2BTEAM 454REPS 4
Other AUM ranges
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