RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
BAY Colony Advisors
RIAConcord, MA
AUM $1.4BTEAM 36REPS 30
Nassau Alternative Investments LLC
RIANew York, NY
AUM $1.4BTEAM 6REPS 5
Sentry Investment Management, L.L.C.
RIAStevens Point, WI
AUM $1.4BTEAM 10REPS 3
JGP Wealth Management, LLC
RIABend, OR
AUM $1.4BTEAM 23REPS 18
Portside Wealth Group, LLC
RIAProvo, UT
AUM $1.4BTEAM 54REPS 57
Oak City Investment Consulting
RIAWake Forest, NC
AUM $1.4BTEAM 6REPS 5
Sanderson Wealth Management, LLC
RIABuffalo, NY
AUM $1.4BTEAM 19REPS 11
SLW Management Company
RIASan Francisco, CA
AUM $1.4BTEAM 10REPS 2
O'Brien-Staley Partners
RIAEdina, MN
AUM $1.4BTEAM 35REPS 5
1832 Asset Management U.S Inc.
RIAToronto Ontario
AUM $1.4BTEAM 251REPS 5
Anderson Hoagland & Co
RIASaint Louis, MO
AUM $1.4BTEAM 8REPS 7
True Private Wealth Advisors, LLC
RIASalem, OR
AUM $1.4BTEAM 22REPS 12
MAN Global Private Markets (UK) Limited
RIALondon
AUM $1.4BTEAM 22REPS 8
United Advisor Group
RIACincinnati, OH
AUM $1.4BTEAM 69REPS 52
Nottingham Advisors Inc.
RIAAmherst, NY
AUM $1.4BTEAM 11REPS 8
Kryger Capital LLC
RIAHamilton
AUM $1.4BTEAM 4REPS 3
Eightfold Real Estate Capital, L.P.
RIAMiami, FL
AUM $1.4BTEAM 19REPS 9
Larson Capital Management, LLC
RIAChesterfield, MO
AUM $1.4BTEAM 13REPS 3
Whitehawk Capital Partners LP
RIAAUM $1.4BTEAM 20REPS 3
The Edgar Lomax Company
RIAAlexandria, VA
AUM $1.4BTEAM 8REPS 9
Ironsides Asset Advisors, LLC
RIARocky Mount, NC
AUM $1.4BTEAM 3REPS 2
MBL Advisors
RIACharlotte, NC
AUM $1.4BTEAM 14REPS 10
Principal Advised Services
RIADes Moines, IA
AUM $1.4BTEAM 383REPS 244
LFM Capital
RIANashville, TN
AUM $1.4BTEAM 25REPS 6
Other AUM ranges
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