RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
BCSF ADVISORS, LP
RIABOSTON, MA
AUM $3.6BTEAM 682REPS 11
VITTORIA AND PARTNERS LLP
RIALONDON
AUM $3.6BTEAM 16REPS 7
MOZAIC, LLC
RIABeverly Hills, CA
AUM $3.6BTEAM 14REPS 1
INFRASTRUCTURE CAPITAL ADVISORS, LLC
RIANew York, NY
AUM $3.6BTEAM 10REPS 4
S3 CAPITAL ADVISORS LLC
RIANew York, NY
AUM $3.6BTEAM 39REPS 6
FIRST SENTIER INVESTORS
RIABARANGAROO NSW
AUM $3.6BTEAM 35REPS 12
ULRICH INVESTMENT CONSULTANTS
RIAALBUQUERQUE, NM
AUM $3.6BTEAM 22REPS 12
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 44
REGAN CAPITAL
RIADALLAS, TX
AUM $3.6BTEAM 22REPS 3
RETIREMENT PLANNERS OF AMERICA
RIAPlano, TX
AUM $3.6BTEAM 126REPS 38
THE BURNEY COMPANY
RIARESTON, VA
AUM $3.6BTEAM 46REPS 39
COURIER CAPITAL, LLC
RIABUFFALO, NY
AUM $3.6BTEAM 26REPS 16
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
RIAAUSTIN, TX
AUM $3.6BTEAM 38REPS 24
SIGFIG WEALTH MANAGEMENT LLC
RIASAN FRANCISCO, CA
AUM $3.6BTEAM 96REPS 8
ABACUS WEALTH PARTNERS
RIASANTA MONICA, CA
AUM $3.6BTEAM 65REPS 48
CALYDON CAPITAL, LLC
RIAMEMPHIS, TN
AUM $3.6BTEAM 8REPS 12
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
Other AUM ranges
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