RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Ally Invest Advisors
RIACharlotte, NC
AUM $1.7BTEAM 8REPS 89
Engine Capital Management, LP
RIANew York, NY
AUM $1.7BTEAM 7REPS 2
Liberty Wealth Management, LLC
RIAOakland, CA
AUM $1.7BTEAM 43REPS 25
Perry Creek Capital LP
RIANew York, NY
AUM $1.7BTEAM 7REPS 3
Daiwa Asset Management (America) Ltd
RIANew York, NY
AUM $1.7BTEAM 9REPS 4
Galaxy Digital Capital Management LP
RIANew York, NY
AUM $1.7BTEAM 61REPS 5
Catalyst Financial Partners
RIABoston, MA
AUM $1.7BTEAM 12REPS 12
Advisorshares
RIABethesda, MD
AUM $1.7BTEAM 11REPS 4
Guidepost Growth Equity Management Company, L.P.
RIABoston, MA
AUM $1.7BTEAM 23REPS 4
Wexford Capital LP
RIAWest Palm Beach, FL
AUM $1.7BTEAM 39REPS 7
Stafford Capital Partners Inc.
RIAAustin, TX
AUM $1.7BTEAM 15REPS 10
RK Capital Management, LLC
RIAWeston, FL
AUM $1.7BTEAM 9REPS 2
Novem Group
RIARochester, NY
AUM $1.7BTEAM 52REPS 32
Princeton Equity Group
RIAPrinceton, NJ
AUM $1.7BTEAM 25REPS 3
Slate Advisory Service (US) LLC
RIAChicago, IL
AUM $1.7BTEAM 80REPS 5
Delegate Advisors, LLC
RIAChapel Hill, NC
AUM $1.7BTEAM 13REPS 5
Omega Fund Management, LLC
RIABoston, MA
AUM $1.7BTEAM 21REPS 5
Argent Advisors, Inc.
RIARuston, LA
AUM $1.7BTEAM 27REPS 13
Invictus Private Wealth, LLC
RIAAUM $1.7BTEAM 6REPS 3
Colbeck Capital Management, LLC
RIANew York, NY
AUM $1.7BTEAM 20REPS 4
Broadwood Capital, Inc
RIANew York, NY
AUM $1.7BTEAM 6REPS 1
Clarkston Capital Partners, LLC
RIARochester, MI
AUM $1.7BTEAM 21REPS 8
Accurate Wealth Management, LLC
RIAWesley Chapel, FL
AUM $1.7BTEAM 47REPS 48
Housatonic Partners
RIASan Francisco, CA
AUM $1.7BTEAM 16REPS 7
Other AUM ranges
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