RIAs: $1B – $5B AUM
3,228 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
Cramer Rosenthal Mcglynn LLC
RIAStamford, CT
AUM $2.3BTEAM 24REPS 4
California Financial Advisors
RIASan Ramon, CA
AUM $2.3BTEAM 14REPS 15
Emerald Investment Advisers, LLC
RIALeola, PA
AUM $2.3BTEAM 12REPS 3
Waterloo Capital
RIAAustin, TX
AUM $2.3BTEAM 64REPS 60
Rubicon Founders, LLC
RIANashville, TN
AUM $2.3BTEAM 54REPS 3
BeirnE.
RIADarien, CT
AUM $2.3BTEAM 9REPS 6
Excellere Partners
RIADenver, CO
AUM $2.3BTEAM 26REPS 5
Logos Global Management, L.P.
RIASan Francisco, CA
AUM $2.3BTEAM 9REPS 4
Rather & Kittrell, Inc.
RIAKnoxville, TN
AUM $2.3BTEAM 32REPS 21
M Square Investimentos LtdA.
RIASao Paulo
AUM $2.3BTEAM 22REPS 8
APC Asset Development I, LP
RIANewport Beach, CA
AUM $2.3BTEAM 46REPS 4
Pacific Income Advisers Inc
RIAEl Segundo, CA
AUM $2.2BTEAM 14REPS 7
Cornerstone Advisory
RIAHunt Valley, MD
AUM $2.2BTEAM 19REPS 10
Teng Yue Partners, L.P.
RIANew York, NY
AUM $2.2BTEAM 29REPS 3
Hidden Harbor Capital Management, L.P.
RIABoca Raton, FL
AUM $2.2BTEAM 32REPS 7
Avalor Investment Ag
RIAZurich
AUM $2.2BTEAM 20REPS 11
Twelve Points Wealth Management
RIAConcord, MA
AUM $2.2BTEAM 25REPS 20
Browning West LP
RIALos Angeles, CA
AUM $2.2BTEAM 8REPS 2
Troluce Capital Advisors LLC
RIADorado, PR
AUM $2.2BTEAM 5REPS 2
BSW Wealth Partners
RIABoulder, CO
AUM $2.2BTEAM 27REPS 19
Other AUM ranges
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