RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
BASEPOINT ADVISORS LLC
RIANew York, NY
AUM $3.3BTEAM 25REPS 4
FALCON INVESTMENT ADVISORS, LLC
RIABOSTON, MA
AUM $3.3BTEAM 33REPS 5
AVANTYR CAPITAL PARTNERS, LP
RIANew York, NY
AUM $3.3BTEAM 22REPS 3
RUBINBROWN ADVISORS LLC
RIASAINT LOUIS, MO
AUM $3.3BTEAM 23REPS 23
YORK CAPITAL MANAGEMENT
RIANew York, NY
AUM $3.3BTEAM 43REPS 7
PFG Advisors
RIAPHOENIX, AZ
AUM $3.3BTEAM 112REPS 79
SBB RESEARCH GROUP LLC
RIANORTHBROOK, IL
AUM $3.3BTEAM 28REPS 5
GATES CAPITAL MANAGEMENT, INC.
RIANew York, NY
AUM $3.3BTEAM 14REPS 3
BLBB ADVISORS
RIAMONTGOMERYVILLE, PA
AUM $3.3BTEAM 32REPS 20
MONOGRAPH WEALTH ADVISORS, LLC
RIAMANHATTAN BEACH, CA
AUM $3.2BTEAM 20REPS 10
STEPSTONE GROUP PRIVATE DEBT LLC
RIALA JOLLA, CA
AUM $3.2BREPS 5
ADVOCACY WEALTH MANAGEMENT, LLC
RIAAtlanta, GA
AUM $3.2BTEAM 36REPS 33
GRYPHON WEALTH
RIAJACKSONVILLE, FL
AUM $3.2BTEAM 22REPS 7
BHARCAP PARTNERS, LLC
RIAGREENWICH, CT
AUM $3.2BTEAM 14REPS 2
CANTOR FITZGERALD INVESTMENT ADVISORS
RIANew York, NY
AUM $3.2BTEAM 35REPS 31
GROWTHCURVE CAPITAL LP
RIANew York, NY
AUM $3.2BTEAM 31REPS 2
COUNTERPOINT FUNDS
RIASAN DIEGO, CA
AUM $3.2BTEAM 15REPS 9
MEYER HANDELMAN COMPANY LLC
RIARYE BROOK, NY
AUM $3.2BTEAM 18REPS 4
FORESITE CAPITAL
RIAWEST HOLLYWOOD, CA
AUM $3.2BTEAM 40REPS 4
AMERICAN REALTY ADVISORS
RIALos Angeles, CA
AUM $3.2BTEAM 70REPS 8
LBC CREDIT PARTNERS
RIARADNOR, PA
AUM $3.2BTEAM 200REPS 8
CHILTON CAPITAL MANAGEMENT LLC
RIAHOUSTON, TX
AUM $3.2BTEAM 27REPS 17
LINCOLN ADVISORY GROUP, LLC
RIACHICAGO, IL
AUM $3.2BTEAM 11REPS 2
GCP INVESTMENT ADVISOR, LLC
RIACHICAGO, IL
AUM $3.2BTEAM 70REPS 7
Other AUM ranges
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