RIAs: $1B – $5B AUM

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

FIERA CAPITAL (UK) LIMITED

RIA

LONDON

AUM $5BTEAM 60REPS 4

BRAIDWELL LP

RIA

STAMFORD, CT

AUM $5BTEAM 32REPS 3

MERIDIAN WEALTH MANAGEMENT, LLC

RIA

Lexington, KY

AUM $5BTEAM 67REPS 59

GULF INTERNATIONAL BANK (UK) LIMITED

RIA

LONDON

AUM $5BTEAM 117REPS 4

ADVANCE CAPITAL MANAGEMENT INC

RIA

SOUTHFIELD, MI

AUM $5BTEAM 62REPS 36

JVP MANAGEMENT

RIA

New York, NY

AUM $5BTEAM 25REPS 4

ATALANTA SOSNOFF CAPITAL, LLC

RIA

New York, NY

AUM $5BTEAM 37REPS 10

HOUND PARTNERS

RIA

New York, NY

AUM $5BTEAM 28REPS 2

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

RIA

BOCA RATON, FL

AUM $5BTEAM 13REPS 8

AVENUE CAPITAL MANAGEMENT II, L.P.

RIA

New York, NY

AUM $5BTEAM 183REPS 5

EMPYREAN CAPITAL PARTNERS, LP

RIA

Los Angeles, CA

AUM $5BTEAM 31REPS 5

NORTHCOAST ASSET MANAGEMENT LLC

RIA

STAMFORD, CT

AUM $5BTEAM 45REPS 26

20 GATES MANAGEMENT LLC

RIA

New York, NY

AUM $5BTEAM 10REPS 5

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

RIA

COLUMBIA, SC

AUM $5BTEAM 38REPS 29

DESTINATION WEALTH MANAGEMENT

RIA

WALNUT CREEK, CA

AUM $4.9BTEAM 68REPS 41

KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD.

RIA

SINGAPORE

AUM $4.9BTEAM 16REPS 4

MC CREDIT PARTNERS LP

RIA

STAMFORD, CT

AUM $4.9BTEAM 37REPS 3

HAMILTON CAPITAL

RIA

COLUMBUS, OH

AUM $4.9BTEAM 90REPS 60

CORNERSTONE WEALTH MANAGEMENT, LLC

RIA

DES PERES, MO

AUM $4.9BTEAM 103REPS 95

FIDUCIARYVEST, LLC

RIA

Atlanta, GA

AUM $4.9BTEAM 10REPS 2

NEUBERGER BERMAN LOAN ADVISERS LLC

RIA

CHICAGO, IL

AUM $4.9BTEAM 3REPS 5

YALE CAPITAL CORP.

RIA

ST PETERSBURG, FL

AUM $4.9BTEAM 7REPS 5

SENATOR INVESTMENT GROUP LP

RIA

New York, NY

AUM $4.9BTEAM 26REPS 4

AGF INVESTMENTS

RIA

BOSTON, MA

AUM $4.9BTEAM 33REPS 8

Other AUM ranges

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