RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Park West Asset Management LLC
RIASan Francisco, CA
AUM $2.9BTEAM 20REPS 3
Waters, Parkerson & Co, LLC
RIANew Orleans, LA
AUM $2.9BTEAM 12REPS 8
Kellogg Asset Management, LLC
RIAGreen Bay, WI
AUM $2.9BTEAM 9REPS 10
Blockchain Capital, LLC
RIASan Francisco, CA
AUM $2.9BTEAM 28REPS 5
Veris Wealth Partners, LLC
RIAOakland, CA
AUM $2.9BTEAM 31REPS 12
Port Capital LLC
RIAChicago, IL
AUM $2.9BTEAM 13REPS 9
Cooper Mcmanus
RIAIrvine, CA
AUM $2.9BTEAM 53REPS 63
Legacy Knight Mfo, LLC
RIADallas, TX
AUM $2.8BTEAM 21REPS 5
Maslow Wealth Advisors
RIAAustin, TX
AUM $2.8BTEAM 27REPS 19
Investment Consulting Group Inc
RIADavenport, IA
AUM $2.8BTEAM 7REPS 6
Key Financial, Inc.
RIAWest Chester, PA
AUM $2.8BTEAM 36REPS 8
Strategic Capital Allocation Group, L.L.C.
RIABoston, MA
AUM $2.8BREPS 1
Edgewater Services, LLC
RIAChicago, IL
AUM $2.8BTEAM 25REPS 3
West Financial Services, Inc.
RIAMclean, VA
AUM $2.8BTEAM 39REPS 23
Brick Capital Management Inc
RIAEast Lansing, MI
AUM $2.8BTEAM 1REPS 3
Raith Capital Partners
RIANew York, NY
AUM $2.8BTEAM 29REPS 5
Quantitative Systematic Strategies LLC
RIASt. Augustine, FL
AUM $2.8BTEAM 5REPS 1
Manchester Capital Management LLC
RIAManchester, VT
AUM $2.8BTEAM 38REPS 18
Saba Lt, LP
RIANew York, NY
AUM $2.8BTEAM 12REPS 5
Ardmore Road Asset Management LP
RIAWestport, CT
AUM $2.8BTEAM 17REPS 2
Fragasso Wealth Advisors
RIASewickley, PA
AUM $2.8BTEAM 35REPS 26
Easterly Investment Partners LLC
RIABeverly, MA
AUM $2.8BTEAM 27REPS 12
Pamplona Capital Management LLC
RIANew York, NY
AUM $2.8BTEAM 9REPS 1
Basswood Capital Management, L.L.C.
RIANew York, NY
AUM $2.8BTEAM 16REPS 5
Other AUM ranges
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