RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
OVERLAND ADVISORS, LLC
RIANew York, NY
AUM $3BTEAM 267REPS 4
OBERMEYER WEALTH PARTNERS
RIAASPEN, CO
AUM $3BTEAM 31REPS 21
PITTENGER & ANDERSON INC
RIALINCOLN, NE
AUM $3BTEAM 14REPS 17
GIBSON CAPITAL, LLC
RIAWEXFORD, PA
AUM $3BTEAM 17REPS 8
PARADIGM GLOBAL INVESTORS
RIADALLAS, TX
AUM $3BTEAM 4REPS 4
CARRICK LANE LLC
RIANew York, NY
AUM $3BTEAM 6REPS 1
NEW REPUBLIC PARTNERS
RIACharlotte, NC
AUM $3BTEAM 28REPS 10
LANDSCAPE CAPITAL MANAGEMENT LLC
RIAENGLEWOOD, NJ
AUM $3BTEAM 10REPS 5
ADAMS DIVERSIFIED EQUITY FUND, INC.
RIABALTIMORE, MD
AUM $3BTEAM 20REPS 10
STRATEGIC GLOBAL ADVISORS, LLC
RIANEWPORT BEACH, CA
AUM $3BTEAM 19REPS 4
AEW CAPITAL MANAGEMENT LP
RIABOSTON, MA
AUM $3BTEAM 250REPS 10
GLOBALT INVESTMENTS
RIAAtlanta, GA
AUM $3BTEAM 18REPS 12
AXS INVESTMENTS LLC
RIAPort Chester, NY
AUM $3BTEAM 8REPS 3
SEABURY CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $3BTEAM 7REPS 2
ELM WEALTH
RIAPHILADELPHIA, PA
AUM $3BTEAM 8REPS 7
ALUA CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $3BTEAM 21REPS 5
CHESLEY, TAFT & ASSOCIATES, LLC
RIACHICAGO, IL
AUM $3BTEAM 18REPS 7
FS GLOBAL ADVISOR, LLC
RIAPHILADELPHIA, PA
AUM $3BTEAM 184REPS 7
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C.
RIANew York, NY
AUM $3BTEAM 293REPS 4
WP GLOBAL PARTNERS LLC
RIACHICAGO, IL
AUM $3BTEAM 25REPS 6
SHARIAPORTFOLIO, INC.
RIALAKE MARY, FL
AUM $3BTEAM 21REPS 17
ARGONAUT PRIVATE CAPITAL, LP
RIATULSA, OK
AUM $3BTEAM 23REPS 4
ALLOCATE MANAGEMENT COMPANY, LLC
RIAPALO ALTO, CA
AUM $3BTEAM 16REPS 4
LARCH CAPITAL PARTNERS LLC
RIAMIAMI, FL
AUM $3BTEAM 17REPS 15
Other AUM ranges
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