RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
TSA Management Inc
RIAGlen Head, NY
AUM $1.5BTEAM 32REPS 31
Nebrodi Partners, LLC
RIAHartford, CT
AUM $1.5BTEAM 5REPS 4
TA Realty LLC
RIABoston, MA
AUM $1.5BTEAM 152REPS 9
Sargent Investment Group
RIABethesda, MD
AUM $1.5BTEAM 18REPS 15
Serengeti Asset Management LP
RIAWest Palm Beach, FL
AUM $1.5BTEAM 29REPS 4
Columbia Pacific Advisors, LLC
RIASeattle, WA
AUM $1.5BTEAM 61REPS 6
Eclectic Associates, Inc.
RIAFullerton, CA
AUM $1.5BTEAM 17REPS 18
Penwood Real Estate Investment Management, LLC
RIAWest Hartford, CT
AUM $1.5BTEAM 18REPS 6
Serenus Wealth Advisors, LLC
RIASanta Monica, CA
AUM $1.5BTEAM 6REPS 7
Hottinger
RIALondon
AUM $1.5BTEAM 24REPS 3
Spring Lake Asset Management, Inc.
RIAAUM $1.5BTEAM 10REPS 5
HHM Wealth Advisors, LLC
RIAChattanooga, TN
AUM $1.5BTEAM 20REPS 13
Reliant Investment Management, LLC
RIAMemphis, TN
AUM $1.5BTEAM 12REPS 9
PAR Capital Management, Inc.
RIABoston, MA
AUM $1.5BTEAM 12REPS 3
Horan Wealth, LLC
RIACincinnati, OH
AUM $1.5BTEAM 32REPS 24
Community Investment Management LLC
RIASan Francisco, CA
AUM $1.5BTEAM 39REPS 4
River Wealth Advisors LLC
RIACamp Hill, PA
AUM $1.5BTEAM 20REPS 16
FEG Private Investors, LLC
RIACincinnati, OH
AUM $1.5BTEAM 24REPS 7
FCI Advisors
RIAOverland Park, KS
AUM $1.5BTEAM 22REPS 14
Vantage Infrastructure (USA) Inc.
RIANew York, NY
AUM $1.5BTEAM 5REPS 3
CJM Wealth Advisers, Ltd.
RIAFalls Church, VA
AUM $1.5BTEAM 13REPS 12
Cypress Point Wealth Management, LLC
RIADallas, TX
AUM $1.5BTEAM 12REPS 6
Dendur Capital LP
RIANew York, NY
AUM $1.5BTEAM 9REPS 2
Aerodigm Wealth LLC
RIALake Oswego, OR
AUM $1.5BTEAM 9REPS 7
Other AUM ranges
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