RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
O'Hagan Group, Inc.
RIABethlehem, PA
AUM $1.2BTEAM 10REPS 10
PGIM Private Alternatives (UK) Limited
RIALondon
AUM $1.2BTEAM 179REPS 9
Oakhurst Advisors
RIALos Angeles, CA
AUM $1.2BTEAM 14REPS 5
Superstate Advisers LLC
RIANew York, NY
AUM $1.2BTEAM 33REPS 4
Vergent Asset Management
RIALondon
AUM $1.2BTEAM 10REPS 10
Albany Road Real Estate Partners, LLC
RIADedham, MA
AUM $1.2BTEAM 25REPS 13
NEO Ivy Capital Management, LLC
RIANew York, NY
AUM $1.2BTEAM 12REPS 2
TD Capital Management LLC
RIAMemphis, TN
AUM $1.2BTEAM 15REPS 12
Gilman Hill Asset Management, LLC
RIANew Canaan, CT
AUM $1.2BTEAM 10REPS 6
Northwest Financial Advisors LLC
RIAHerndon, VA
AUM $1.2BTEAM 37REPS 19
Blackbarn Capital Partners LP
RIANew York, NY
AUM $1.2BTEAM 11REPS 4
Miller Tabak Asset Management
RIAMatawan, NJ
AUM $1.2BTEAM 9REPS 3
Prometheus Wealth Management Sam
RIAMonaco
AUM $1.2BTEAM 9REPS 4
Alternative Capital Fund Management LLC
RIAEnglewood Cliffs, NJ
AUM $1.2BTEAM 13REPS 4
KPP Advisory Services LLC
RIALouisville, KY
AUM $1.2BTEAM 37REPS 27
Verde Servicos Internacionais S.A.
RIASao Paulo
AUM $1.2BTEAM 3REPS 3
Hodges Capital Management Inc
RIADallas, TX
AUM $1.2BTEAM 20REPS 11
Lear Investment Management
RIADallas, TX
AUM $1.2BTEAM 7REPS 4
Kore Advisors LP
RIABoynton Beach, FL
AUM $1.2BTEAM 15REPS 3
Sivia Capital Partners, LLC
RIAMill Valley, CA
AUM $1.2BTEAM 5REPS 2
GE Vernova Investment Advisers, LLC
RIAStamford, CT
AUM $1.2BTEAM 21REPS 6
Solel Partners LP
RIABoston, MA
AUM $1.2BTEAM 10REPS 3
Opal Wealth Advisors, LLC
RIAJericho, NY
AUM $1.2BTEAM 20REPS 12
Corbel Capital Partners
RIALos Angeles, CA
AUM $1.2BTEAM 18REPS 4
Other AUM ranges
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