Broker-Dealers: $1B – $5B AUM
55 Broker-Dealers in the $1B – $5B AUM range, ranked by reported regulatory assets.
PINNACLE INVESTMENTS, LLC
Broker-DealerEAST SYRACUSE, NY
AUM $1.3BTEAM 60REPS 68
PIPER SANDLER & CO.
Broker-DealerMINNEAPOLIS, MN
AUM $1.3BTEAM 1402REPS 1354
MCDONALD PARTNERS LLC
Broker-DealerCLEVELAND, OH
AUM $1.3BTEAM 29REPS 30
SANFORD C. BERNSTEIN & CO., LLC
Broker-DealerNASHVILLE, TN
AUM $1.2BREPS 825
ASSOCIATED INVESTMENT SERVICES, INC.
Broker-DealerGREEN BAY, WI
AUM $1.2BTEAM 60REPS 77
BOK FINANCIAL ADVISORS
Broker-DealerTULSA, OK
AUM $1.1BTEAM 165REPS 302
WORLD EQUITY GROUP, INC.
Broker-DealerSCHAUMBURG, IL
AUM $1BTEAM 165REPS 146
Other AUM ranges
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