RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
Oakmont Corporation
RIALos Angeles, CA
AUM $2.2BTEAM 35REPS 5
Occudo Quantitative Strategies LP
RIAFort Lauderdale, FL
AUM $2.2BTEAM 5REPS 2
Golden State Wealth Management, LLC
RIAPowell, WY
AUM $2.2BTEAM 45REPS 47
Further Global Capital Management, L.P.
RIANew York, NY
AUM $2.2BTEAM 13REPS 2
Grandfield & Dodd, LLC
RIANew York, NY
AUM $2.2BTEAM 16REPS 4
Patten and Patten, Inc.
RIAChattanooga, TN
AUM $2.2BTEAM 13REPS 4
Forum Finance
RIAGeneva
AUM $2.2BTEAM 27REPS 11
CRG
RIAHouston, TX
AUM $2.2BTEAM 21REPS 6
Kosmos Management LLC
RIASeattle, WA
AUM $2.2BTEAM 34REPS 7
FS Structured Products Advisor, LLC
RIAPhiladelphia, PA
AUM $2.2BTEAM 183REPS 5
Willow Run Advisors
RIANew York, NY
AUM $2.2BTEAM 7REPS 2
JD Euroway Capital Partners LLC
RIAMontreal
AUM $2.2BTEAM 1REPS 1
Valuequest Investment Advisors Private Ltd
RIAMumbai
AUM $2.2BTEAM 103REPS 12
Kiley Juergens Wealth Management, LLC
RIAOlympia, WA
AUM $2.2BTEAM 26REPS 12
John Hancock Personal Financial Services, LLC
RIABoston, MA
AUM $2.2BTEAM 149REPS 69
1834 Investment Advisors Co
RIAMilwaukee, WI
AUM $2.2BTEAM 45REPS 22
Raga Partners LP
RIANew York, NY
AUM $2.2BTEAM 12REPS 3
Independence Asset Advisors, LLC
RIAWynnewood, PA
AUM $2.2BTEAM 5REPS 5
Lupa Ria Investment Management LLC
RIANew York, NY
AUM $2.2BTEAM 12REPS 3
Maxim Capital Group, LLC
RIANew York, NY
AUM $2.2BTEAM 19REPS 3
Brightshore Capital LP
RIANew York, NY
AUM $2.2BTEAM 92REPS 10
Other AUM ranges
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