RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
J. Stern & Co LLP
RIALondon
AUM $2.2BTEAM 42REPS 4
Absolute Investment Advisers, LLC
RIARosemary Beach, FL
AUM $2.2BTEAM 16REPS 8
Rethink Capital Partners, LLC
RIAWhite Plains, NY
AUM $2.2BTEAM 34REPS 4
Newsouth Capital Management Inc
RIAMemphis, TN
AUM $2.2BTEAM 11REPS 9
EIV Capital, LLC
RIAHouston, TX
AUM $2.2BTEAM 44REPS 6
Arbion Limited
RIALondon
AUM $2.2BTEAM 32REPS 10
FEG Investment Services, LLC
RIACincinnati, OH
AUM $2.2BTEAM 13REPS 5
Churchill Pcif Advisor LLC
RIANew York, NY
AUM $2.2BTEAM 206REPS 4
Ccmp Capital
RIANew York, NY
AUM $2.2BTEAM 13REPS 6
Koss-Olinger Consulting, LLC
RIAGainesville, FL
AUM $2.2BTEAM 30REPS 19
Heritage Investment Group, Inc.
RIAPompano Beach, FL
AUM $2.2BTEAM 21REPS 16
Clearbridge Investments (North America) Pty Limited
RIASydney
AUM $2.2BREPS 4
Lbmc Investment Advisors, LLC
RIABrentwood, TN
AUM $2.2BTEAM 8REPS 7
APS Asset Management Pte Ltd
RIASingapore
AUM $2.2BTEAM 39REPS 6
Human Investing
RIALake Oswego, OR
AUM $2.2BTEAM 28REPS 18
Wealthquest Corporation
RIACincinnati, OH
AUM $2.2BTEAM 42REPS 18
Foster Dykema Cabot & Partners, LLC
RIAWaltham, MA
AUM $2.2BTEAM 21REPS 5
Aristotle Atlantic Partners, LLC
RIASarasota, FL
AUM $2.2BTEAM 7REPS 13
Riverfront Investment Group, LLC
RIARichmond, VA
AUM $2.2BTEAM 46REPS 35
E. S. Barr & Company
RIALexington, KY
AUM $2.2BTEAM 6REPS 5
Detalus Advisors, LLC
RIASaint Louis, MO
AUM $2.2BTEAM 15REPS 15
Longrange Capital, L.P.
RIAStamford, CT
AUM $2.2BTEAM 17REPS 2
United Asset Strategies Inc.
RIAGarden City, NY
AUM $2.2BTEAM 33REPS 26
TPG Financial Advisors, LLC
RIAPortland, OR
AUM $2.2BTEAM 21REPS 19
Other AUM ranges
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