RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Salem Partners Wealth Management, LLC
RIALos Angeles, CA
AUM $1.5BTEAM 8REPS 6
Santa Lucia Asset Management Pte. Ltd.
RIASingapore
AUM $1.5BTEAM 12REPS 3
Stony Point Capital
RIANew York, NY
AUM $1.5BTEAM 5REPS 3
Fosun Asset Management Limited
RIAHong Kong
AUM $1.5BTEAM 19REPS 5
Tower Bridge Advisors
RIAW Cnshohocken, PA
AUM $1.5BTEAM 14REPS 9
Linear B Partners LP
RIANew York, NY
AUM $1.5BTEAM 9REPS 3
The Informed Momentum Company LLC
RIASolana Beach, CA
AUM $1.5BTEAM 22REPS 5
Urban Financial Advisory Corporation
RIAChicago, IL
AUM $1.5BTEAM 15REPS 4
Mill Capital Management, LLC
RIAConcord, NC
AUM $1.5BTEAM 5REPS 4
Stackstone Wealth, LLC
RIADubuque, IA
AUM $1.5BTEAM 27REPS 20
Mountaingate Management Co, LLC
RIADenver, CO
AUM $1.5BTEAM 22REPS 6
Virtus Capital Advisers, LLC
RIAHartford, CT
AUM $1.5BREPS 5
Kyobo Life Asset Management (America) Co, Ltd.
RIANew York, NY
AUM $1.5BTEAM 4REPS 2
Pine Grove Financial Group
RIAWoodbury, MN
AUM $1.5BTEAM 24REPS 14
Whitney & Company
RIARochester, NY
AUM $1.5BTEAM 12REPS 11
Brookside Equity Partners LLC
RIAStamford, CT
AUM $1.5BTEAM 8REPS 3
Retirement Investment Advisors Inc
RIAOklahoma City, OK
AUM $1.5BTEAM 15REPS 13
Springcoast Capital Partners, L.P.
RIANew York, NY
AUM $1.5BTEAM 18REPS 0
Archford Capital Strategies, LLC
RIASwansea, IL
AUM $1.5BTEAM 45REPS 20
CCS Partners LLC
RIANew York, NY
AUM $1.5BTEAM 9REPS 3
Fplf Management LLC
RIANew York, NY
AUM $1.5BTEAM 140REPS 6
Wallace Capital Management, Inc.
RIADallas, TX
AUM $1.5BTEAM 7REPS 7
Iso-Mts Capital Management LP
RIAGreenwich, CT
AUM $1.5BTEAM 6REPS 3
Yucaipa Master Manager, LLC
RIALos Angeles, CA
AUM $1.5BTEAM 23REPS 6
Other AUM ranges
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