RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Samsara Biocapital, LLC
RIAAUM $2.2BTEAM 31REPS 4
Pinnacle Pension Consultants LLC
RIANeedham, MA
AUM $2.2BTEAM 3REPS 3
Resurgens Technology Advisors, L.P.
RIAAtlanta, GA
AUM $2.2BTEAM 42REPS 3
PDS Planning Inc
RIADublin, OH
AUM $2.2BTEAM 19REPS 11
Zuckerman Investment Group
RIAChicago, IL
AUM $2.2BTEAM 15REPS 4
Anfield Capital Management, LLC
RIAIrvine, CA
AUM $2.2BTEAM 10REPS 3
Shanghai Fosun Chuangfu Equity Investment Management Company
RIAShanghai
AUM $2.2BTEAM 65REPS 12
Abacus Planning Group, Inc.
RIAColumbia, SC
AUM $2.2BTEAM 30REPS 16
Octavia Wealth Advisors LLC
RIABlue Ash, OH
AUM $2.2BTEAM 45REPS 33
Hartford Funds
RIAWayne, PA
AUM $2.2BTEAM 368REPS 6
HMI Capital Management, L.P.
RIASan Francisco, CA
AUM $2.2BTEAM 16REPS 5
Meridiem Capital Partners LP
RIADallas, TX
AUM $2.2BTEAM 16REPS 2
Greenland Capital Management LP
RIANew York, NY
AUM $2.2BTEAM 26REPS 4
Omni Bridgeway Management (USA) LLC
RIANew York, NY
AUM $2.1BTEAM 26REPS 5
Evolve Private Wealth, LLC
RIALos Angeles, CA
AUM $2.1BTEAM 17REPS 18
Root Financial Partners
RIAAustin, TX
AUM $2.1BTEAM 65REPS 59
Merricks Capital Pty Ltd
RIAMelbourne
AUM $2.1BTEAM 45REPS 5
Ethos Financial Group, LLC
RIAKing Of Prussia, PA
AUM $2.1BTEAM 38REPS 27
Financial Management Network Inc
RIAMission Viejo, CA
AUM $2.1BTEAM 50REPS 21
Tiverton Advisors, LLC
RIARaleigh, NC
AUM $2.1BTEAM 41REPS 4
RAM Realty Advisors LLC
RIAPalm Beach Gardens, FL
AUM $2.1BTEAM 54REPS 9
Van Hulzen Financial Advisors
RIAEl Dorado Hills, CA
AUM $2.1BTEAM 21REPS 16
Coastedge Partners, LLC
RIASan Diego, CA
AUM $2.1BTEAM 16REPS 9
Fairholme Capital Management, L.L.C.
RIASouth Miami, FL
AUM $2.1BTEAM 7REPS 4
Other AUM ranges
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