RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Moody, Lynn, Lieberson & Walker, LLC
RIABoston, MA
AUM $2.4BTEAM 14REPS 9
Sentry Advisors, LLC
RIASan Francisco, CA
AUM $2.4BTEAM 4REPS 4
Align Capital Partners, LP
RIAShaker Heights, OH
AUM $2.4BTEAM 35REPS 3
Oxford Finance Advisors, LLC
RIAAlexandria, VA
AUM $2.4BTEAM 84REPS 6
Forest Avenue Capital Management LP
RIAMiami, FL
AUM $2.4BTEAM 11REPS 2
Kynam Capital Management, LP
RIAAUM $2.4BTEAM 3REPS 2
Sandhill Investment Management
RIABuffalo, NY
AUM $2.4BTEAM 22REPS 17
EFS Advisors
RIACambridge, MN
AUM $2.4BTEAM 59REPS 56
Irenic Capital Management LP
RIANew York, NY
AUM $2.4BTEAM 12REPS 3
Alatus Capital LLC
RIAGeneva
AUM $2.4BTEAM 11REPS 7
Stonebridge Financial Group, LLC
RIASaint Louis, MO
AUM $2.4BTEAM 10REPS 8
Heard Capital LLC
RIAChicago, IL
AUM $2.4BTEAM 10REPS 4
FBB Capital Partners
RIABethesda, MD
AUM $2.4BTEAM 21REPS 13
Capital Investment Advisory Services, LLC
RIARaleigh, NC
AUM $2.4BTEAM 91REPS 104
RAM Active Investments S.A.
RIAGeneva
AUM $2.4BTEAM 29REPS 7
Washington Trust Advisors
RIAWellesley, MA
AUM $2.4BTEAM 21REPS 25
Newsquare Capital, LLC
RIANewtown Square, PA
AUM $2.4BTEAM 21REPS 9
Nordflint Capital Partners
RIACopenhagen
AUM $2.4BTEAM 9REPS 1
Tschetter Group
RIABellevue, WA
AUM $2.4BTEAM 24REPS 17
Digital Alpha Advisors, LLC
RIAHenderson, NV
AUM $2.4BTEAM 13REPS 3
GF International
RIAHong Kong
AUM $2.4BTEAM 35REPS 6
Prelude Capital Management, LLC
RIANew York, NY
AUM $2.4BTEAM 32REPS 5
Ratson Advisory LLC
RIANew York, NY
AUM $2.4BTEAM 2REPS 1
Swan Global Investments, LLC
RIADurango, CO
AUM $2.4BTEAM 17REPS 20
Other AUM ranges
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