RIAs: $1B – $5B AUM
3,228 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Revelation Capital Management, LLC
RIASausalito, CA
AUM $2.3BTEAM 18REPS 4
Bronte Capital
RIABondi Junction
AUM $2.3BTEAM 11REPS 2
Milliman Advisors, LLC
RIASeattle, WA
AUM $2.3BTEAM 1REPS 1
Greensledge Advisors LLC
RIANew York, NY
AUM $2.3BREPS 1
Oxford Lane Management, LLC
RIAGreenwich, CT
AUM $2.3BTEAM 23REPS 5
Arlington Partners LLC
RIABirmingham, AL
AUM $2.3BTEAM 14REPS 9
Tiptree Advisors, LLC
RIANew York, NY
AUM $2.3BTEAM 13REPS 3
Louisbourg Investments
RIADieppe New Brunswick
AUM $2.3BTEAM 28REPS 4
Sageview Capital LP
RIAGreenwich, CT
AUM $2.3BTEAM 21REPS 4
Summit Financial Strategies Inc
RIAColumbus, OH
AUM $2.3BTEAM 37REPS 20
Mckinley Carter Wealth Services, Inc.
RIAWheeling, WV
AUM $2.3BTEAM 32REPS 27
Summit Wealth Group
RIAColorado Springs, CO
AUM $2.3BTEAM 80REPS 40
Willow Creek Wealth Management, Inc.
RIASebastopol, CA
AUM $2.3BTEAM 23REPS 13
EFG Private Wealth Management (Americas) Corp.
RIAMiami, FL
AUM $2.3BTEAM 56REPS 52
Garnet Credit Management LLC
RIANew York, NY
AUM $2.3BTEAM 14REPS 4
Wil, LLC
RIAPalo Alto, CA
AUM $2.3BTEAM 45REPS 2
RSW Investments
RIASummit, NJ
AUM $2.3BTEAM 10REPS 5
T. Rowe Price Singapore Private Ltd
RIASingapore
AUM $2.3BTEAM 71REPS 7
TLG Advisors, Inc.
RIASummit, NJ
AUM $2.3BTEAM 290REPS 306
Varadero Capital, L.P.
RIANew York, NY
AUM $2.3BTEAM 27REPS 5
Summit Global Investments, LLC
RIABountiful, UT
AUM $2.3BTEAM 37REPS 102
Verus Capital Partners, LLC
RIAScottsdale, AZ
AUM $2.3BTEAM 68REPS 47
Securis Investment Partners LLP
RIALondon
AUM $2.3BTEAM 64REPS 5
KA Credit Advisors, LLC
RIAHouston, TX
AUM $2.3BTEAM 64REPS 6
Other AUM ranges
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