RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Defilade Capital Management, L.P.
RIAEmeryville, CA
AUM $1.5BTEAM 7REPS 3
GAM USA Inc.
RIANew York, NY
AUM $1.5BTEAM 14REPS 5
Hark Capital Advisors LLC
RIANew York, NY
AUM $1.5BTEAM 12REPS 6
Woodson Capital Management, LP
RIAGreenwich, CT
AUM $1.5BTEAM 10REPS 3
Red Cliff Asset Management Limited
RIAHong Kong
AUM $1.5BTEAM 33REPS 5
Fiduciary Wealth Partners, LLC
RIANewton Lower Falls, MA
AUM $1.5BTEAM 10REPS 7
Zenyth Partners
RIANew York, NY
AUM $1.5BTEAM 24REPS 3
Activ8 Family Office LLC
RIAMclean, VA
AUM $1.5BTEAM 21REPS 10
Cutler Investment Group
RIAJacksonville, OR
AUM $1.5BTEAM 24REPS 21
GCP Capital Partners LLC
RIANew York, NY
AUM $1.5BTEAM 12REPS 6
Ycg, LLC
RIAAustin, TX
AUM $1.5BTEAM 9REPS 4
Planning Alternatives Ltd
RIABirmingham, MI
AUM $1.5BTEAM 20REPS 10
Camelot Capital Partners LLC
RIALaguna Beach, CA
AUM $1.5BTEAM 4REPS 2
Financial Symmetry Inc.
RIARaleigh, NC
AUM $1.5BTEAM 35REPS 19
Greenbrier Partners Capital Management, LLC
RIADallas, TX
AUM $1.5BTEAM 4REPS 3
Altravue Capital, LLC
RIABellevue, WA
AUM $1.5BTEAM 5REPS 4
Robinson Capital Management, LLC
RIAGrosse Pointe Farms, MI
AUM $1.5BTEAM 10REPS 2
Graticule Asset Management Asia Pte. Ltd.
RIASingapore
AUM $1.5BTEAM 18REPS 2
Prmim
RIAMount Laurel, NJ
AUM $1.5BTEAM 9REPS 3
Wealthcrossing
RIARichmond, VA
AUM $1.5BTEAM 18REPS 9
Roseman Wagner Wealth Management
RIARocklin, CA
AUM $1.5BTEAM 8REPS 5
Independent Solutions Wealth Management, LLC
RIAWilliamsville, NY
AUM $1.5BTEAM 30REPS 29
Strategic Wealth Group
RIAEden Prairie, MN
AUM $1.5BTEAM 23REPS 23
Graticule Asia Macro Advisors LLC
RIASingapore
AUM $1.5BTEAM 18REPS 2
Other AUM ranges
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