RIAs: $1B – $5B AUM

3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Affiance Financial LLC

St Louis Park, MN

AUM $1.4BTEAM 25REPS 13

Arcadia Investment Partners

New York, NY

AUM $1.4BTEAM 8REPS 2

J. L. Bainbridge & Co, Inc.

Sarasota, FL

AUM $1.4BTEAM 11REPS 13

Rice Park Capital

Plymouth, MN

AUM $1.4BTEAM 21REPS 8

BeirnE.

Shelton, CT

AUM $1.4BTEAM 9REPS 6

Onyx Bridge Wealth Group LLC

Tarrytown, NY

AUM $1.4BTEAM 32REPS 22

The Institute

Denver, CO

AUM $1.4BTEAM 22REPS 14

Black Diamond Financial, LLC

Lutherville, MD

AUM $1.4BTEAM 17REPS 14

Next Level Private LLC

Harrison, NY

AUM $1.4BTEAM 16REPS 16

Seaview Investment Managers LLC

Coral Gables, FL

AUM $1.4BTEAM 13REPS 10

Brasa Capital Management

Los Angeles, CA

AUM $1.4BTEAM 19REPS 4

Meridian Wealth Partners, LLC

East Norriton, PA

AUM $1.4BTEAM 13REPS 12

Mountain Capital Management, LLC

Houston, TX

AUM $1.4BTEAM 8REPS 2

Diaphanum

Madrid

AUM $1.4BTEAM 10REPS 1

BH Credit Management LLC

Dallas, TX

AUM $1.4BTEAM 55REPS 4

Aegis Financial Corporation

Mclean, VA

AUM $1.4BTEAM 6REPS 2

Hollow Brook Wealth Management LLC

Katonah, NY

AUM $1.4BTEAM 18REPS 2

Oakridge Management Group LLC

Stamford, CT

AUM $1.4BTEAM 6REPS 4

Seaside Equity Partners

San Diego, CA

AUM $1.4BTEAM 19REPS 2

Asset Risk Consultants (UK) Limited

London

AUM $1.4BTEAM 15REPS 5

Capital Advisors, Ltd., LLC

Shaker Heights, OH

AUM $1.4BTEAM 14REPS 11

Roosevelt Capital Management LLC

Dallas, TX

AUM $1.4BTEAM 2REPS 2

Oribel Capital Management, LP

New York, NY

AUM $1.4BTEAM 11REPS 4

Soma Capital Management LLC

AUM $1.4BTEAM 12REPS 3

Other AUM ranges

Under $100MReported AUM12,992 FIRMS $100M – $500MReported AUM7,646 FIRMS $500M – $1BReported AUM2,403 FIRMS Over $5BReported AUM2,031 FIRMS

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