RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
FLAHERTY & CRUMRINE INCORPORATED
RIAPASADENA, CA
AUM $4.1BTEAM 14REPS 3
STEELPEAK WEALTH, LLC
RIAWOODLAND HILLS, CA
AUM $4.1BTEAM 84REPS 36
NORTH REEF CAPITAL MANAGEMENT LP
RIALAGUNA BEACH, CA
AUM $4.1BTEAM 8REPS 2
HARRISON STREET PRIVATE WEALTH LLC
RIADENVER, CO
AUM $4.1BTEAM 35REPS 6
IPG INVESTMENT ADVISORS, LLC
RIASAN DIEGO, CA
AUM $4.1BTEAM 39REPS 41
ARCHPOINT INVESTORS
RIACORAL GABLES, FL
AUM $4.1BTEAM 11REPS 2
NORTHWEST ASSET MANAGEMENT
RIAMERCER ISLAND, WA
AUM $4.1BTEAM 62REPS 60
MAN INVESTMENTS AUSTRALIA LIMITED
RIASYDNEY
AUM $4.1BTEAM 10REPS 4
PARKWAY ADVISORS, L.P.
RIAABILENE, TX
AUM $4.1BTEAM 16REPS 10
EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC
RIABOSTON, MA
AUM $4.1BTEAM 43REPS 6
BLUE WOLF CAPITAL PARTNERS LLC
RIANew York, NY
AUM $4.1BTEAM 51REPS 5
CAPITAL GENERATION PARTNERS LLP
RIALONDON
AUM $4.1BTEAM 46REPS 8
GUGGENHEIM INVESTMENTS
RIACHICAGO, IL
AUM $4.1BTEAM 5REPS 5
SENVEST MANAGEMENT, LLC
RIANew York, NY
AUM $4.1BTEAM 25REPS 5
FINACCESS ADVISORS, LLC
RIAMIAMI, FL
AUM $4.1BTEAM 13REPS 7
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RIASANTA MONICA, CA
AUM $4.1BTEAM 59REPS 39
DIVERSIFY WEALTH MANAGEMENT, LLC
RIASANDY, UT
AUM $4.1BTEAM 95REPS 76
FFL
RIASAN FRANCISCO, CA
AUM $4.1BTEAM 43REPS 7
CASTLEKNIGHT MANAGEMENT LP
RIANew York, NY
AUM $4.1BTEAM 13REPS 2
SPF INVESTMENT MANAGEMENT, L.P.
RIANew York, NY
AUM $4.1BTEAM 26REPS 9
PERFORMANCE WEALTH
RIAHINSDALE, IL
AUM $4.1BTEAM 15REPS 11
FUNDAMENTAL ADVISORS LP
RIANew York, NY
AUM $4.1BTEAM 44REPS 8
WILDCAT CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $4.1BTEAM 13REPS 2
FREEPORT FINANCIAL PARTNERS LLC
RIACHICAGO, IL
AUM $4.1BTEAM 24REPS 4
Other AUM ranges
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