RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Graham Partners, LLC
RIANewtown Square, PA
AUM $5BTEAM 96REPS 10
Fiera Capital (UK) Limited
RIALondon
AUM $5BTEAM 60REPS 4
Braidwell LP
RIAStamford, CT
AUM $5BTEAM 32REPS 3
Meridian Wealth Management, LLC
RIALexington, KY
AUM $5BTEAM 67REPS 59
Gulf International Bank (UK) Limited
RIALondon
AUM $5BTEAM 117REPS 4
Advance Capital Management Inc
RIASouthfield, MI
AUM $5BTEAM 62REPS 35
JVP Management
RIANew York, NY
AUM $5BTEAM 25REPS 4
Atalanta Sosnoff Capital, LLC
RIANew York, NY
AUM $5BTEAM 37REPS 10
Hound Partners
RIANew York, NY
AUM $5BTEAM 28REPS 2
Slavic Mutual Funds Management Corp.
RIABoca Raton, FL
AUM $5BTEAM 13REPS 8
Avenue Capital Management II, L.P.
RIANew York, NY
AUM $5BTEAM 183REPS 5
Empyrean Capital Partners, LP
RIALos Angeles, CA
AUM $5BTEAM 31REPS 5
Northcoast Asset Management LLC
RIAStamford, CT
AUM $5BTEAM 45REPS 29
20 Gates Management LLC
RIANew York, NY
AUM $5BTEAM 10REPS 5
Maseco Private Wealth
RIALondon
AUM $5BTEAM 129REPS 19
Southstate Private Capital Management LLC
RIAColumbia, SC
AUM $5BTEAM 38REPS 31
Destination Wealth Management
RIAWalnut Creek, CA
AUM $4.9BTEAM 68REPS 40
Vittoria And Partners LLP
RIALondon
AUM $4.9BTEAM 15REPS 7
Impactassets Capital Partners Pb LLC
RIABethesda, MD
AUM $4.9BTEAM 15REPS 2
KKR Credit Advisors (Singapore) Pte. Ltd.
RIASingapore
AUM $4.9BTEAM 16REPS 4
MC Credit Partners LP
RIAStamford, CT
AUM $4.9BTEAM 37REPS 3
Hamilton Capital
RIAColumbus, OH
AUM $4.9BTEAM 90REPS 60
Cornerstone Wealth Management, LLC
RIADes Peres, MO
AUM $4.9BTEAM 103REPS 95
Fiduciaryvest, LLC
RIAAtlanta, GA
AUM $4.9BTEAM 10REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?