RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Resolution Capital (US) Limited
RIARye Brook, NY
AUM $2.3BTEAM 2REPS 6
Lazard Asset Management Canada Inc
RIANew York, NY
AUM $2.3BREPS 4
Sellwood Investment Partners LLC
RIAPortland, OR
AUM $2.3BTEAM 16REPS 17
Gamma Investing LLC
RIAAUM $2.3BTEAM 7REPS 8
Vanbarton Group LLC
RIANew York, NY
AUM $2.3BTEAM 28REPS 4
Asset Value Investors Limited
RIALondon
AUM $2.3BTEAM 23REPS 9
Grant Tani Barash & Altman, LLC
RIABeverly Hills, CA
AUM $2.3BTEAM 89REPS 8
Moneco Advisors
RIAFairfield, CT
AUM $2.3BTEAM 66REPS 49
Sound View Wealth Advisors Group, LLC
RIASavannah, GA
AUM $2.3BTEAM 19REPS 9
Gateway Wealth Partners, LLC
RIAAppleton, WI
AUM $2.3BTEAM 83REPS 100
Traphagen Financial Group
RIAOradell, NJ
AUM $2.3BTEAM 18REPS 18
Arroyo Energy Investment Partners LLC
RIASpring, TX
AUM $2.3BTEAM 20REPS 7
Stonebridge Financial Group, LLC
RIAWormleysburg, PA
AUM $2.3BTEAM 29REPS 25
JDL Advisers
RIANewport Beach, CA
AUM $2.3BTEAM 10REPS 12
YHB Investment Advisors Inc
RIAWest Hartford, CT
AUM $2.3BTEAM 30REPS 19
Vestor Capital, LLC
RIAChicago, IL
AUM $2.3BTEAM 27REPS 24
DW Partners, LP
RIANew York, NY
AUM $2.3BTEAM 41REPS 5
Beaird Harris
RIADallas, TX
AUM $2.3BTEAM 19REPS 18
Waratah Capital Advisors Ltd.
RIAToronto Ontario
AUM $2.3BTEAM 43REPS 3
Coliseum Capital Management, LLC
RIANorwalk, CT
AUM $2.3BTEAM 15REPS 4
Focused Wealth Management, Inc.
RIANewburgh, NY
AUM $2.3BTEAM 19REPS 11
Sandton Capital Partners, LP
RIANew York, NY
AUM $2.3BTEAM 24REPS 3
Access Holdings Management Company LLC
RIABaltimore, MD
AUM $2.3BTEAM 38REPS 2
Sather Financial Group, Inc.
RIAVictoria, TX
AUM $2.3BTEAM 9REPS 9
Other AUM ranges
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