RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Moisand Fitzgerald Tamayo, LLC
RIAOrlando, FL
AUM $1.4BTEAM 30REPS 10
Gibraltar Capital Management, Inc.
RIATulsa, OK
AUM $1.3BTEAM 31REPS 19
12 West Capital Management LP
RIANew York, NY
AUM $1.3BTEAM 11REPS 5
Cross Creek Advisors, LLC
RIASalt Lake City , UT
AUM $1.3BTEAM 20REPS 5
Standard Crypto Management LP
RIAAUM $1.3BTEAM 15REPS 4
776 Management, LLC
RIAAUM $1.3BTEAM 15REPS 3
Greenpoint Partners
RIANew York, NY
AUM $1.3BTEAM 10REPS 3
MSH Capital Advisors LLC
RIAScottsdale, AZ
AUM $1.3BTEAM 35REPS 24
Cohalo
RIAAUM $1.3BTEAM 1REPS 1
Hill Investment Group
RIASaint Louis, MO
AUM $1.3BTEAM 12REPS 8
The Milwaukee Company
RIAThiensville, WI
AUM $1.3BTEAM 7REPS 4
Strategy Capital LLC
RIALos Altos, CA
AUM $1.3BTEAM 7REPS 2
Stillwater Capital Advisors, LLC
RIADevon, PA
AUM $1.3BTEAM 6REPS 4
Equity Resource Investments, LLC
RIACambridge, MA
AUM $1.3BTEAM 27REPS 8
Weatherbie Capital, LLC
RIABoston, MA
AUM $1.3BTEAM 7REPS 6
Orangewood Partners Management LLC
RIANew York, NY
AUM $1.3BTEAM 15REPS 4
Wealth Advisors Group
RIAFort Wayne, IN
AUM $1.3BTEAM 16REPS 9
Lodestar Private Asset Management LLC
RIAAlamo, CA
AUM $1.3BTEAM 7REPS 5
Permira Credit LLC
RIASan Francisco, CA
AUM $1.3BTEAM 37REPS 3
Invision Management, Inc.
RIAChicago, IL
AUM $1.3BTEAM 26REPS 4
Talbot Financial, LLC
RIABellevue, WA
AUM $1.3BTEAM 3REPS 3
Payne Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 17REPS 9
Quadcap Wealth Management, LLC
RIAFrisco, TX
AUM $1.3BTEAM 23REPS 15
FMP Wealth Advisers
RIAAustin, TX
AUM $1.3BTEAM 14REPS 14
Other AUM ranges
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