RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Westend Advisors, LLC
RIACharlotte, NC
AUM $1.9BTEAM 29REPS 20
UX Wealth Partners LLC
RIACentennial, CO
AUM $1.9BTEAM 8REPS 5
Diversified Management Inc
RIAMilwaukee, WI
AUM $1.9BTEAM 8REPS 6
NMS Capital Services, LLC
RIANew York, NY
AUM $1.9BTEAM 28REPS 3
Morgan Stanley Private Equity Asia, Inc.
RIANew York, NY
AUM $1.9BTEAM 74REPS 7
Scout Energy Management LLC
RIADallas, TX
AUM $1.9BTEAM 1113REPS 2
Tritium Partners
RIAAustin, TX
AUM $1.9BTEAM 28REPS 4
First Long Island Investors, LLC
RIAJericho, NY
AUM $1.9BTEAM 24REPS 9
Windward Capital Management Co
RIALos Angeles, CA
AUM $1.9BTEAM 7REPS 4
Condire Management, LP
RIADallas, TX
AUM $1.9BTEAM 11REPS 3
Varsity Healthcare Partners
RIALos Angeles, CA
AUM $1.9BTEAM 20REPS 4
Clear Creek Financial Management, LLC
RIASilverdale, WA
AUM $1.9BTEAM 91REPS 48
Goanna Capital Management LLC
RIAAUM $1.9BTEAM 19REPS 2
Mcdonald Capital Investors Inc
RIAOrinda, CA
AUM $1.9BTEAM 5REPS 4
Monashee Investment Management, LLC
RIABoston, MA
AUM $1.9BTEAM 13REPS 3
Tiger Pacific Capital LP
RIANew York, NY
AUM $1.9BTEAM 17REPS 2
Griffis Residential Investment Advisor
RIAGreenwood Village, CO
AUM $1.9BTEAM 30REPS 4
IGP Industries, LLC
RIASan Francisco, CA
AUM $1.9BTEAM 31REPS 5
Colonial Trust Advisors, Inc.
RIASpartanburg, SC
AUM $1.9BTEAM 28REPS 15
Willis Johnson Wealth
RIAHouston, TX
AUM $1.9BTEAM 41REPS 28
Tide Cycle Resources LLC
RIAPortsmouth, NH
AUM $1.9BTEAM 2REPS 2
CSM Capital Corporation
RIANew York, NY
AUM $1.8BTEAM 9REPS 1
Caius Capital LLP
RIALondon
AUM $1.8BTEAM 18REPS 2
Granite Investment Partners, LLC
RIAEl Segundo, CA
AUM $1.8BTEAM 20REPS 10
Other AUM ranges
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