RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Newtyn Management, LLC
RIANew York, NY
AUM $2.1BTEAM 12REPS 3
Segment Wealth Management, LLC
RIAHouston, TX
AUM $2.1BTEAM 12REPS 4
Tortoise Investment Management, LLC
RIAWhite Plains, NY
AUM $2.1BTEAM 21REPS 18
Avestar Capital, LLC
RIANew York, NY
AUM $2.1BTEAM 16REPS 16
Elequin Capital, LP
RIANew York, NY
AUM $2.1BTEAM 30REPS 4
Phoenix Merchant Partners, LP
RIARye, NY
AUM $2.1BTEAM 29REPS 4
M.D. Sass, LLC
RIANew York, NY
AUM $2.1BTEAM 19REPS 6
Ellenbecker Investment Group
RIAWaukesha, WI
AUM $2.1BTEAM 51REPS 21
Lancaster Investment Management LLP
RIALondon
AUM $2.1BTEAM 18REPS 6
Albion River
RIARockville, MD
AUM $2.1BTEAM 4REPS 2
Cahaba Wealth Management, Inc.
RIAAtlanta, GA
AUM $2.1BTEAM 23REPS 17
EW Healthcare Partners
RIAThe Woodlands, TX
AUM $2.1BTEAM 13REPS 5
APC Asset Development II, LP
RIANewport Beach, CA
AUM $2.1BTEAM 46REPS 4
Flat Footed LLC
RIAWilson, WY
AUM $2.1BTEAM 5REPS 3
Madison Avenue Solutions, LLC
RIAChicago, IL
AUM $2.1BTEAM 1REPS 4
Beese Fulmer Private Wealth Management
RIACanton, OH
AUM $2.1BTEAM 14REPS 7
Southfield Capital LP
RIAGreenwich, CT
AUM $2.1BTEAM 27REPS 2
Pleasant Lake Partners LLC
RIARincon, PR
AUM $2.1BTEAM 19REPS 2
Quent Capital, LLC
RIANew York, NY
AUM $2.1BTEAM 17REPS 11
Churchill Dlc Advisor LLC
RIANew York, NY
AUM $2.1BTEAM 206REPS 4
Clear Harbor Asset Management, LLC
RIAStamford, CT
AUM $2.1BTEAM 24REPS 16
Applied Finance Advisors, LLC
RIASan Antonio, TX
AUM $2.1BTEAM 6REPS 4
Warwick Investment Group, LLC
RIAOklahoma City, OK
AUM $2.1BTEAM 82REPS 2
D/B/A The Davis Companies Or Davis
RIABoston, MA
AUM $2BTEAM 46REPS 10
Other AUM ranges
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