RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Parafi Capital LP
RIANew York, NY
AUM $1.8BTEAM 21REPS 4
C2 Private Wealth
RIANovi, MI
AUM $1.8BTEAM 16REPS 16
View Capital Ria, LP
RIADallas, TX
AUM $1.8BTEAM 18REPS 9
Cion Investment Management, LLC
RIANew York, NY
AUM $1.8BTEAM 27REPS 8
Crescent Cap Advisors, LLC
RIALos Angeles, CA
AUM $1.8BREPS 4
Nova Infrastructure Management, LLC
RIANew York, NY
AUM $1.8BTEAM 19REPS 5
Financial Synergies
RIAHouston, TX
AUM $1.8BTEAM 21REPS 17
Argentic
RIANew York, NY
AUM $1.8BTEAM 70REPS 3
Versant Capital Management, Inc.
RIAPhoenix, AZ
AUM $1.8BTEAM 26REPS 13
GDS Wealth Management
RIAFlower Mound, TX
AUM $1.8BTEAM 38REPS 23
O2 Investment Partners, L.P.
RIABloomfield Hills, MI
AUM $1.8BTEAM 30REPS 3
Kainos (Tx) Capital LP
RIADallas, TX
AUM $1.8BTEAM 25REPS 8
Grand Alliance Asset Management Ltd.
RIAHong Kong
AUM $1.8BTEAM 44REPS 4
Select Money Management, Inc.
RIALos Angeles, CA
AUM $1.8BTEAM 8REPS 10
Core Industrial Partners, LLC
RIAChicago, IL
AUM $1.8BTEAM 40REPS 6
Sloy, Dahl & Holst, LLC
RIAVancouver, WA
AUM $1.8BTEAM 6REPS 6
Young Richard C & Co Ltd
RIANewport, RI
AUM $1.8BTEAM 14REPS 9
Needham Investment Management, LLC
RIANew York, NY
AUM $1.8BTEAM 11REPS 5
LGT Wealth Management US Limited
RIALondon
AUM $1.8BTEAM 25REPS 4
Summit Financial Wealth Advisors
RIALafayette, LA
AUM $1.8BTEAM 22REPS 17
Altfest Personal Wealth Management
RIANew York, NY
AUM $1.8BTEAM 42REPS 20
Tensile Capital Management LP
RIALarkspur, CA
AUM $1.8BTEAM 11REPS 3
Safford Nicholas H & Co Inc
RIARockport, MA
AUM $1.8BTEAM 8REPS 6
Hoisington Investment Management Co
RIAAustin, TX
AUM $1.8BTEAM 9REPS 6
Other AUM ranges
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