RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Earned Wealth Advisors, LLC
RIAWalnut Creek, CA
AUM $3.1BTEAM 35REPS 49
Concentric Capital Strategies L.P.
RIAStamford, CT
AUM $3.1BTEAM 11REPS 3
BPS Capital Management, Inc.
RIABloomington, MN
AUM $3.1BTEAM 5REPS 4
Winthrop Wealth
RIABoston, MA
AUM $3.1BTEAM 40REPS 29
Windjammer Capital Investors
RIANewport Beach, CA
AUM $3.1BTEAM 27REPS 3
Eagle Global Advisors LLC
RIAHouston, TX
AUM $3.1BTEAM 24REPS 8
Logan Capital Management, Inc.
RIANewtown Square, PA
AUM $3.1BTEAM 34REPS 17
SVB Wealth
RIABoston, MA
AUM $3.1BTEAM 73REPS 82
Ampersand Capital Partners
RIABoston, MA
AUM $3.1BTEAM 38REPS 3
Calera Capital Advisors, LP
RIASan Francisco, CA
AUM $3.1BTEAM 23REPS 5
Cooper Creek Partners Management LLC
RIANew York, NY
AUM $3.1BTEAM 11REPS 1
Oakmont Capital Management, LLC
RIAOakmont, PA
AUM $3.1BTEAM 19REPS 11
Alphasimplex Group, LLC
RIABoston, MA
AUM $3.1BTEAM 33REPS 4
Red Door Wealth Management, LLC
RIAMemphis, TN
AUM $3.1BTEAM 19REPS 13
Greywolf Capital Management LP
RIAPurchase, NY
AUM $3.1BTEAM 31REPS 7
Thompson Investment Management, Inc.
RIAMadison, WI
AUM $3.1BTEAM 17REPS 7
Gleneagles Investment Advisors, LLC
RIAAtlanta, GA
AUM $3.1BTEAM 4REPS 2
PAN Capital Management LP
RIAHouston, TX
AUM $3.1BTEAM 43REPS 4
1900 Wealth
RIASan Antonio, TX
AUM $3.1BTEAM 22REPS 21
Cinctive Capital Management LP
RIANew York, NY
AUM $3.1BTEAM 66REPS 5
Emerald Lake Capital Management, L.P.
RIASanta Monica, CA
AUM $3.1BTEAM 15REPS 2
GHP Investment Advisors Inc
RIADenver, CO
AUM $3.1BTEAM 25REPS 28
Disciplina Capital Management, LLC
RIANashville, TN
AUM $3.1BTEAM 11REPS 6
Leucadia Asset Management LLC
RIANew York, NY
AUM $3.1BTEAM 33REPS 17
Other AUM ranges
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