RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
VMG Partners II, LLC
RIASan Francisco, CA
AUM $3.2BTEAM 36REPS 5
Csenge Advisory Group, LLC
RIAClearwater, FL
AUM $3.2BTEAM 74REPS 75
Hilton Capital Management, LLC
RIAGarden City, NY
AUM $3.2BTEAM 27REPS 9
Midland Wealth Management
RIAEffingham, IL
AUM $3.2BTEAM 32REPS 24
Tennenbaum Capital Partners, LLC
RIASanta Monica, CA
AUM $3.2BTEAM 10REPS 2
North Square Investments, LLC
RIAChicago, IL
AUM $3.2BTEAM 27REPS 7
Avesi Partners LLC
RIAStamford, CT
AUM $3.2BTEAM 25REPS 5
On Investment Management Co
RIAMontgomery, OH
AUM $3.2BTEAM 196REPS 210
Cyndeo Wealth Partners
RIASt Petersburg, FL
AUM $3.2BTEAM 28REPS 20
Advisornet Wealth Partners
RIAMinnetonka, MN
AUM $3.1BTEAM 131REPS 60
Rocky Mountain Advisers, LLC
RIASalina, KS
AUM $3.1BTEAM 9REPS 5
Strategic Income Management, LLC
RIASeattle, WA
AUM $3.1BTEAM 6REPS 6
Greenbacker Capital Management LLC
RIAPortland, ME
AUM $3.1BTEAM 128REPS 3
Romark Credit Advisors LP
RIANew York, NY
AUM $3.1BTEAM 76REPS 8
S.W. Mitchell Capital LLP
RIALondon
AUM $3.1BTEAM 7REPS 2
Faircourt Partners, LLC
RIALake Bluff, IL
AUM $3.1BTEAM 4REPS 4
Roundtable Healthcare Management, Inc
RIALake Forest, IL
AUM $3.1BTEAM 32REPS 5
Five Elms Capital
RIAKansas City, MO
AUM $3.1BTEAM 69REPS 3
Conversant Capital LLC
RIASummit, NJ
AUM $3.1BTEAM 19REPS 4
Nantahala Capital Management, LLC
RIANew Canaan, CT
AUM $3.1BTEAM 14REPS 5
Moorstone, L.P.
RIANew York, NY
AUM $3.1BTEAM 15REPS 3
Van Eck Absolute Return Advisers Corp.
RIANew York, NY
AUM $3.1BTEAM 271REPS 4
Staley Capital Advisers Inc
RIAPittsburgh, PA
AUM $3.1BTEAM 16REPS 12
Sourcerock Group LLC
RIADenver, CO
AUM $3.1BTEAM 16REPS 3
Other AUM ranges
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