RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Cahill Financial Advisors, Inc.
RIAEdina, MN
AUM $1.8BTEAM 22REPS 13
Lancaster Investment Management LLP
RIALondon
AUM $1.8BTEAM 18REPS 5
Styrax Capital LP
RIANew York, NY
AUM $1.8BTEAM 9REPS 2
Greenwood Capital Associates, LLC
RIAGreenwood, SC
AUM $1.8BTEAM 21REPS 16
Kaiser Partner Financial Advisors Ltd.
RIAZurich
AUM $1.8BTEAM 6REPS 5
Caliber Wealth Management, LLC
RIAOverland Park, KS
AUM $1.8BTEAM 24REPS 17
Slatestone Wealth LLC
RIAJupiter, FL
AUM $1.8BTEAM 28REPS 20
Curated Wealth Partners, LLC
RIAEl Segundo, CA
AUM $1.8BTEAM 12REPS 6
Schaper Benz & Wise Investment Counsel Inc
RIANeenah, WI
AUM $1.8BTEAM 15REPS 11
Opti Capital Management LP
RIANew York, NY
AUM $1.8BTEAM 6REPS 2
OFS Capital Management, LLC
RIAChicago, IL
AUM $1.8BTEAM 47REPS 4
Alternative Investment Management, LLC
RIANew York, NY
AUM $1.8BTEAM 15REPS 6
Ironwood Investment Counsel, LLC
RIAScottsdale, AZ
AUM $1.8BTEAM 22REPS 12
Resource Capital Funds
RIADenver, CO
AUM $1.8BTEAM 49REPS 3
Talos Eurisko Asset Management LP
RIANew York, NY
AUM $1.8BTEAM 6REPS 3
GFI Investment Counsel
RIAToronto Ontario
AUM $1.8BTEAM 20REPS 3
GEF Capital Partners
RIAArlington, VA
AUM $1.8BTEAM 52REPS 9
Yukon Partners Management, L.L.C.
RIAMinneapolis, MN
AUM $1.8BTEAM 19REPS 6
Mycor Capital Management, LLC
RIAStamford, CT
AUM $1.8BTEAM 15REPS 5
NXG Investment Management
RIADallas, TX
AUM $1.8BTEAM 10REPS 5
Caius Capital US LP
RIANew York, NY
AUM $1.7BTEAM 2REPS 1
HBW Advisory Services LLC
RIASimi Valley, CA
AUM $1.7BTEAM 72REPS 68
Intrua Financial
RIAHouston, TX
AUM $1.7BTEAM 53REPS 37
Solum Partners
RIABoston, MA
AUM $1.7BTEAM 24REPS 5
Other AUM ranges
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