RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
LM ADVISORS LLC
RIASAN DIEGO, CA
AUM $2.9BTEAM 22REPS 5
CAPITAL COUNSEL LLC
RIANew York, NY
AUM $2.9BTEAM 13REPS 9
CASDIN CAPITAL, LLC
RIANew York, NY
AUM $2.9BTEAM 29REPS 5
ROCKWOOD WEALTH MANAGEMENT, LLC
RIANEW HOPE, PA
AUM $2.9BTEAM 54REPS 45
LEEWARD INVESTMENTS
RIABOSTON, MA
AUM $2.9BTEAM 14REPS 8
MELQART ASSET MANAGEMENT (UK) LTD
RIALONDON
AUM $2.9BTEAM 23REPS 3
CAPSTONE FINANCIAL ADVISORS INC
RIADOWNERS GROVE, IL
AUM $2.9BTEAM 30REPS 19
HOLLENCREST CAPITAL MANAGEMENT
RIANEWPORT BEACH, CA
AUM $2.9BTEAM 19REPS 16
NX1 CAPITAL LP
RIANew York, NY
AUM $2.9BTEAM 29REPS 3
MEEDER ADVISORY SERVICES, INC.
RIADUBLIN, OH
AUM $2.9BTEAM 73REPS 25
PARK WEST ASSET MANAGEMENT LLC
RIASAN FRANCISCO, CA
AUM $2.9BTEAM 20REPS 3
WATERS, PARKERSON & CO., LLC
RIANEW ORLEANS, LA
AUM $2.9BTEAM 12REPS 7
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 22
INVESTMENT CONSULTING GROUP INC
RIADAVENPORT, IA
AUM $2.8BTEAM 6REPS 5
KEY FINANCIAL, INC.
RIAWEST CHESTER, PA
AUM $2.8BTEAM 36REPS 10
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 22
Other AUM ranges
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