RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Enterprise Investors
RIANew York, NY
AUM $1.3BTEAM 36REPS 10
Legato Capital Management, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 4REPS 3
Ospraie Management, LLC
RIARye, NY
AUM $1.3BTEAM 20REPS 4
Montis Financial, LLC
RIAWaltham, MA
AUM $1.3BTEAM 26REPS 19
Professional Advisory Services Inc
RIAVero Beach, FL
AUM $1.3BTEAM 13REPS 9
Hohimer Wealth Management, LLC
RIASeattle, WA
AUM $1.3BTEAM 12REPS 13
Heritage Capital Advisors, LLC
RIAAUM $1.3BTEAM 1REPS 2
Blue Sage Capital
RIAAustin, TX
AUM $1.3BTEAM 16REPS 3
Harvey Capital Partners, L.P.
RIANew York, NY
AUM $1.3BTEAM 15REPS 3
Asset Management Group of Bank of Hawaii
RIAHonolulu, HI
AUM $1.3BTEAM 34REPS 2
Webs Creek Capital Management LP
RIADallas, TX
AUM $1.3BTEAM 9REPS 4
Ullmann Wealth Partners
RIAJacksonville Beach, FL
AUM $1.3BTEAM 13REPS 8
Xypn Sapphire
RIABozeman, MT
AUM $1.3BTEAM 69REPS 65
J.J. Burns & Company
RIAMelville, NY
AUM $1.3BTEAM 16REPS 7
Amberjack Capital Partners, L.P.
RIAHouston, TX
AUM $1.3BTEAM 12REPS 4
Insignia Capital Group, L.P.
RIAWalnut Creek, CA
AUM $1.3BTEAM 16REPS 4
One Wealth Advisors, LLC
RIASan Francisco, CA
AUM $1.3BTEAM 13REPS 11
Brookwood Investment Group
RIAPhoenix, AZ
AUM $1.3BTEAM 24REPS 71
Zadig Asset Management S.A.
RIAStrassen
AUM $1.3BTEAM 7REPS 6
JAY A. Fishman, Ltd
RIATroy, MI
AUM $1.3BTEAM 8REPS 5
Arbiter Partners
RIANew York, NY
AUM $1.3BTEAM 12REPS 4
O'Hagan Group, Inc.
RIABethlehem, PA
AUM $1.2BTEAM 10REPS 9
PGIM Private Alternatives (UK) Limited
RIALondon
AUM $1.2BTEAM 179REPS 9
Oakhurst Advisors
RIALos Angeles, CA
AUM $1.2BTEAM 14REPS 5
Other AUM ranges
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