RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
L2 Asset Management, LLC
RIAAUM $1.3BTEAM 8REPS 7
Financial Council, LLC
RIATowson, MD
AUM $1.3BTEAM 21REPS 8
Arca Wealth, LLC
RIAPortsmouth, NH
AUM $1.3BTEAM 28REPS 14
Beacon Capital Management, LLC
RIAFranklin, TN
AUM $1.3BTEAM 39REPS 21
Sagehall Management LP
RIANew York, NY
AUM $1.3BTEAM 16REPS 2
KristaL.Ai
RIASingapore
AUM $1.3BTEAM 20REPS 5
Palisade Asset Management, LLC
RIAMinneapolis, MN
AUM $1.3BTEAM 10REPS 6
Ophir Asset Management US LLC
RIADenver, CO
AUM $1.3BTEAM 5REPS 1
Fortitude Family Office
RIAScottsdale, AZ
AUM $1.3BTEAM 40REPS 14
Paul R. Ried Financial Group, LLC
RIABellevue, WA
AUM $1.3BTEAM 12REPS 9
Greenlight Masters, LLC
RIANew York, NY
AUM $1.3BTEAM 2REPS 4
Lexaurum Advisors
RIAOverland Park, KS
AUM $1.3BTEAM 50REPS 35
PFM Health Sciences, LP
RIASan Francisco, CA
AUM $1.3BTEAM 17REPS 3
Managed Asset Portfolios, LLC
RIARochester, MI
AUM $1.3BTEAM 22REPS 18
TrueNorth Wealth
RIAMurray, UT
AUM $1.3BTEAM 19REPS 12
Belveron Real Estate Partners, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 25REPS 3
Madison River Capital LLC
RIANew York, NY
AUM $1.3BTEAM 14REPS 2
Metzler-Payden, LLC
RIALos Angeles, CA
AUM $1.3BTEAM 187REPS 6
Chemistry Wealth Management LLC
RIANew York, NY
AUM $1.3BTEAM 11REPS 7
Invictus Growth Partners
RIASan Mateo, CA
AUM $1.3BTEAM 12REPS 3
Silver Point Specialty Credit Fund Management, LLC
RIAGreenwich, CT
AUM $1.3BTEAM 357REPS 12
Andina Advisors
RIALogan, UT
AUM $1.3BTEAM 13REPS 10
Canal Road Capital, LLC
RIAMiami, FL
AUM $1.3BTEAM 16REPS 5
Absher Wealth Management, LLC
RIAChapel Hill, NC
AUM $1.3BTEAM 9REPS 8
Other AUM ranges
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