RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Braidwell LP
RIAStamford, CT
AUM $3.6BTEAM 32REPS 3
Provenance Wealth Advisors
RIAFort Lauderdale, FL
AUM $3.6BTEAM 52REPS 20
Ulrich Investment Consultants
RIAAlbuquerque, NM
AUM $3.6BTEAM 22REPS 13
Palladium Equity Partners Advisor, LLC
RIANew York, NY
AUM $3.6BTEAM 45REPS 9
Axar Capital Management LP
RIANew York, NY
AUM $3.6BTEAM 13REPS 5
CM Wealth Advisors LLC
RIABeachwood, OH
AUM $3.6BTEAM 24REPS 11
SAX Wealth Advisors, LLC
RIAParsippany, NJ
AUM $3.6BTEAM 39REPS 46
Ehlers
RIAMinneapolis, MN
AUM $3.6BTEAM 13REPS 9
Regan Capital
RIADallas, TX
AUM $3.6BTEAM 22REPS 3
Retirement Planners of America
RIAPlano, TX
AUM $3.6BTEAM 126REPS 36
The Burney Company
RIAReston, VA
AUM $3.6BTEAM 46REPS 42
Courier Capital, LLC
RIABuffalo, NY
AUM $3.6BTEAM 26REPS 17
OHA Private Credit Advisors LLC
RIANew York, NY
AUM $3.6BTEAM 435REPS 6
Cambria Investment Management, L.P.
RIAManhattan Beach, CA
AUM $3.6BTEAM 16REPS 3
Venturi Private Wealth
RIABoise, ID
AUM $3.6BTEAM 28REPS 25
Sigfig Wealth Management LLC
RIASan Francisco, CA
AUM $3.6BTEAM 96REPS 8
Abacus Wealth Partners
RIASanta Monica, CA
AUM $3.6BTEAM 65REPS 51
Calydon Capital, LLC
RIAMemphis, TN
AUM $3.6BTEAM 8REPS 12
SPF Investment Management, L.P.
RIANew York, NY
AUM $3.6BTEAM 26REPS 9
Marble Bar Asset Management LLP
RIALondon
AUM $3.6BTEAM 70REPS 4
MPM Bioimpact
RIABoston, MA
AUM $3.6BTEAM 50REPS 5
Elephant
RIABoston, MA
AUM $3.6BTEAM 21REPS 3
Apollo Manager, LLC
RIANew York, NY
AUM $3.6BTEAM 3564REPS 6
Cressey & Company LP
RIAChicago, IL
AUM $3.6BTEAM 47REPS 6
Other AUM ranges
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