RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Turtle Creek Wealth Advisors, LLC
RIADallas, TX
AUM $2.8BTEAM 26REPS 18
Holdco Asset Management, LP
RIAFort Lauderdale, FL
AUM $2.8BTEAM 7REPS 4
Raine Capital LLC
RIANew York, NY
AUM $2.8BTEAM 183REPS 7
Ryan Alm Advisers, LLC
RIAAUM $2.8BTEAM 4REPS 4
A16z Perennial Management, L.P.
RIAMenlo Park, CA
AUM $2.8BTEAM 26REPS 2
CDH Investment Advisory Private Limited
RIASingapore
AUM $2.8BTEAM 33REPS 12
Falcons I, LLC
RIAAtlanta, GA
AUM $2.7BTEAM 5REPS 6
Peconic Partners LLC
RIANew York, NY
AUM $2.7BTEAM 12REPS 3
Arete Wealth Advisors, LLC
RIAChicago, IL
AUM $2.7BTEAM 135REPS 143
Guardian Wealth Advisors, LLC
RIARaleigh, NC
AUM $2.7BTEAM 50REPS 33
Dearborn Partners L.L.C.
RIAChicago, IL
AUM $2.7BTEAM 24REPS 13
DW Healthcare Partners
RIAPark City, UT
AUM $2.7BTEAM 34REPS 7
Abner Herrman & Brock, LLC
RIAJersey City, NJ
AUM $2.7BTEAM 13REPS 6
Bison Wealth, LLC
RIAAtlanta, GA
AUM $2.7BTEAM 78REPS 61
Black Chamber Partners, LLC
RIAWashington, DC
AUM $2.7BTEAM 19REPS 5
Serone Capital Management LLP
RIALondon
AUM $2.7BTEAM 41REPS 6
CFS Investment Advisory Services LLC
RIATotowa, NJ
AUM $2.7BTEAM 13REPS 10
DC Global Ventures
RIAMenlo Park, CA
AUM $2.7BTEAM 23REPS 3
Rembert Pendleton Jackson
RIAVienna, VA
AUM $2.7BTEAM 20REPS 18
1789 Capital Management
RIAPalm Beach, FL
AUM $2.7BTEAM 13REPS 3
KBS Realty Advisors, LLC
RIANewport Beach, CA
AUM $2.7BTEAM 75REPS 6
RTD Financial Advisors Inc
RIAPhiladelphia, PA
AUM $2.7BTEAM 39REPS 21
Sound Point Commercial Real Estate Finance LLC
RIANew York, NY
AUM $2.7BTEAM 25REPS 6
PPM Loan Management Company 2, LLC
RIAChicago, IL
AUM $2.7BTEAM 12REPS 6
Other AUM ranges
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