RIAs: $1B – $5B AUM
3,228 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
IFC Advisors LLC
RIALos Angeles, CA
AUM $2.3BTEAM 18REPS 10
Corient Shc Wealth Management (US) LP
RIAPhiladelphia, PA
AUM $2.3BTEAM 36REPS 4
Spruceview Capital Partners LLC
RIADenver, CO
AUM $2.3BTEAM 25REPS 3
Afbi LP
RIANew York, NY
AUM $2.3BTEAM 22REPS 4
Broadriver Asset Management, L.P.
RIANew York, NY
AUM $2.3BTEAM 19REPS 4
Atlas Infrastructure
RIALondon
AUM $2.3BTEAM 28REPS 4
Withum Wealth Management
RIARed Bank, NJ
AUM $2.3BTEAM 13REPS 10
Actusraypartners Limited
RIAHong Kong
AUM $2.3BTEAM 37REPS 4
Empros Capital LLC
RIASan Francisco, CA
AUM $2.3BTEAM 11REPS 2
Keystone Financial Group, LLC
RIALexington, KY
AUM $2.3BTEAM 49REPS 34
UBS Realty Investors LLC
RIAHartford, CT
AUM $2.3BTEAM 94REPS 11
Everside Capital Partners
RIANew York, NY
AUM $2.3BTEAM 21REPS 4
Baldwin Wealth Partners, LLC
RIAMarion, MA
AUM $2.3BTEAM 34REPS 19
Civc Partners
RIAChicago, IL
AUM $2.3BTEAM 32REPS 7
CVC Credit Partners U.S Clo Management LLC
RIANew York, NY
AUM $2.3BTEAM 6REPS 6
American Century Investments Private Client Group, Inc.
RIAKansas City, MO
AUM $2.3BTEAM 105REPS 66
Sentry, LLC
RIAMemphis, TN
AUM $2.3BTEAM 4REPS 3
AIP Management US
RIANew York, NY
AUM $2.3BTEAM 2REPS 2
Belzberg & Co
RIANew York, NY
AUM $2.3BTEAM 22REPS 7
Magnus Financial Group LLC
RIANew York, NY
AUM $2.3BTEAM 24REPS 12
Capita Financial Network, LLC
RIADraper, UT
AUM $2.3BTEAM 59REPS 39
Matrix Capital Management Company, LP
RIAPortsmouth, NH
AUM $2.3BTEAM 7REPS 3
PPC Enterprises LLC
RIANew York, NY
AUM $2.3BTEAM 32REPS 4
Woodley Farra
RIAIndianapolis, IN
AUM $2.3BTEAM 14REPS 12
Other AUM ranges
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