RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Zazove Associates LLC
RIAIncline Village, NV
AUM $2BTEAM 21REPS 3
Brynwood Partners
RIAGreenwich, CT
AUM $2BTEAM 16REPS 4
Ocean Avenue Capital Partners, L.P.
RIASanta Monica, CA
AUM $2BTEAM 15REPS 3
C.M. Capital Advisors, LLC
RIAPalo Alto, CA
AUM $2BTEAM 18REPS 3
Bellecapital International
RIAZurich
AUM $2BTEAM 18REPS 9
CS Planning Corp
RIAPortland, OR
AUM $2BTEAM 60REPS 32
Kora Management LP
RIABrooklyn, NY
AUM $2BTEAM 30REPS 4
HCR Wealth Advisors
RIALos Angeles, CA
AUM $2BTEAM 20REPS 11
Evolution Wealth Advisors, LLC
RIAAventura, FL
AUM $2BTEAM 15REPS 10
Guidestone Advisors
RIADallas, TX
AUM $2BTEAM 34REPS 27
Falcon Wealth Planning, LLC
RIAOntario, CA
AUM $2BTEAM 40REPS 25
Ceres Partners, LLC
RIASouth Bend, IN
AUM $2BTEAM 21REPS 4
Qsemble Capital Management, LP
RIANew York, NY
AUM $2BTEAM 10REPS 4
3edge Asset Management, LP
RIANaples, FL
AUM $2BTEAM 24REPS 18
Quantix Commodities LP
RIAGreenwich, CT
AUM $2BTEAM 20REPS 5
New State Capital Partners
RIANew Rochelle, NY
AUM $2BTEAM 35REPS 5
Abound Wealth Management, LLC
RIAFranklin, TN
AUM $1.9BTEAM 41REPS 16
Behrman Brothers Management Company L.P.
RIANew York, NY
AUM $1.9BTEAM 15REPS 3
Ascendant Capital Partners LP
RIALos Angeles, CA
AUM $1.9BTEAM 19REPS 4
Bulltick Wealth Management, LLC
RIAMiami, FL
AUM $1.9BTEAM 62REPS 27
Soma Equity Partners, LP
RIASan Francisco, CA
AUM $1.9BTEAM 15REPS 4
Financial Security Advisory Inc
RIAVirginia Beach, VA
AUM $1.9BTEAM 37REPS 31
Capital Z Partners Management, LLC
RIANaples, FL
AUM $1.9BTEAM 5REPS 4
Lorient Capital Management, LLC
RIAMiami, FL
AUM $1.9BTEAM 29REPS 1
Other AUM ranges
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