RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Crystal Capital Partners, LLC
RIABay Harbor Islands, FL
AUM $1.3BTEAM 23REPS 3
Baldwin Investment Management, LLC
RIAW Cnshohocken, PA
AUM $1.3BTEAM 14REPS 6
Advantage Capital
RIANew Orleans, LA
AUM $1.3BTEAM 230REPS 12
SIO Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 13REPS 3
Biondo Investment Advisors LLC
RIAMilford, PA
AUM $1.3BTEAM 17REPS 12
Woodstock Corporation
RIABoston, MA
AUM $1.3BTEAM 10REPS 11
Stansberry Asset Management, LLC
RIAWestlake, TX
AUM $1.3BTEAM 34REPS 23
Bluestem Asset Management, LLC
RIACharlottesville, VA
AUM $1.3BTEAM 4REPS 3
Triangle Wealth Management
RIARaleigh, NC
AUM $1.3BTEAM 14REPS 13
BIP Capital
RIAAtlanta, GA
AUM $1.3BTEAM 50REPS 3
Zentific Investment Management Limited
RIAHong Kong
AUM $1.3BTEAM 13REPS 4
Arbor Investment Advisors
RIAWinston Salem, NC
AUM $1.3BTEAM 8REPS 4
Silicon Valley Capital Partners, L.P.
RIASan Jose, CA
AUM $1.3BTEAM 8REPS 4
Academy Asset Management
RIANew York, NY
AUM $1.3BTEAM 13REPS 5
Wahed
RIANew York, NY
AUM $1.3BTEAM 9REPS 3
Rizvi Traverse Management, LLC
RIAWest Palm Beach, FL
AUM $1.3BTEAM 9REPS 4
Truehelm, LLC
RIABloomington, MN
AUM $1.3BTEAM 18REPS 3
Nishkama Capital LLC
RIAAUM $1.3BTEAM 8REPS 2
Canal Capital Management, LLC
RIARichmond, VA
AUM $1.3BTEAM 6REPS 6
Ibex Wealth Advisors, LLC
RIAWest Palm Beach, FL
AUM $1.3BTEAM 10REPS 8
Lord Abbett Private Credit Advisor LLC
RIAJersey City, NJ
AUM $1.3BTEAM 821REPS 4
Obsidian Cio LLC
RIANew York, NY
AUM $1.3BTEAM 6REPS 1
New Legacy Group, LLC
RIANew York, NY
AUM $1.3BTEAM 17REPS 4
Trigate Management LLC
RIADallas, TX
AUM $1.3BTEAM 20REPS 6
Other AUM ranges
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