RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Strategic Global Advisors, LLC
RIANewport Beach, CA
AUM $3BTEAM 19REPS 4
AEW Capital Management LP
RIABoston, MA
AUM $3BTEAM 250REPS 9
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 9REPS 7
Alua Capital Management LP
RIANew York, NY
AUM $3BTEAM 21REPS 5
Chesley, Taft & Associates, LLC
RIAChicago, IL
AUM $3BTEAM 18REPS 11
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
Boulay Wealth
RIAEden Prairie, MN
AUM $3BTEAM 45REPS 36
Argonaut Private Capital, LP
RIATulsa, OK
AUM $3BTEAM 23REPS 4
Barksdale Investment Management
RIANashville, TN
AUM $3BTEAM 13REPS 12
Crownstone Advisory & Investment Corp
RIANew York, NY
AUM $3BTEAM 2REPS 2
Allocate Management Company, LLC
RIAPalo Alto, CA
AUM $3BTEAM 16REPS 4
Larch Capital Partners LLC
RIAMiami, FL
AUM $3BTEAM 17REPS 15
Columbia Cent Clo Advisers, LLC
RIABoston, MA
AUM $3BTEAM 24REPS 7
Trinity Hunt Management, L.P.
RIADallas, TX
AUM $3BTEAM 53REPS 4
Vicus Capital, Inc.
RIAState College, PA
AUM $3BTEAM 84REPS 90
Northwall Capital LLP
RIALondon
AUM $3BTEAM 41REPS 4
DLD Asset Management, LP
RIANew York, NY
AUM $3BTEAM 22REPS 4
Delta Global
RIANew York, NY
AUM $3BTEAM 14REPS 4
Other AUM ranges
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