RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
SAGE MOUNTAIN ADVISORS, LLC
RIAAtlanta, GA
AUM $4.3BTEAM 31REPS 23
VIBRANT CAPITAL PARTNERS, INC.
RIANew York, NY
AUM $4.3BTEAM 24REPS 5
TURTLE CREEK TRUST
RIADALLAS, TX
AUM $4.3BTEAM 10REPS 4
EAST CAPITAL
RIASTOCKHOLM
AUM $4.3BTEAM 30REPS 6
SIMPLICITY WEALTH
RIASUMMIT, NJ
AUM $4.3BTEAM 424REPS 193
APOLLO REAL ESTATE FUND ADVISER, LLC
RIANew York, NY
AUM $4.3BTEAM 3564REPS 6
MARSICO CAPITAL MANAGEMENT, LLC
RIADENVER, CO
AUM $4.3BTEAM 26REPS 7
SIRENIA CAPITAL MANAGEMENT LP
RIAMIAMI BEACH, FL
AUM $4.3BTEAM 13REPS 3
BEACON CAPITAL MANAGEMENT, INC.
RIADAYTON, OH
AUM $4.3BTEAM 44REPS 31
TETRAGON FINANCIAL MANAGEMENT LP
RIANew York, NY
AUM $4.3BTEAM 9REPS 10
HENNESSY ADVISORS, INC.
RIANOVATO, CA
AUM $4.3BTEAM 19REPS 12
BRIDGEWAY CAPITAL MANAGEMENT, LLC
RIAHOUSTON, TX
AUM $4.3BTEAM 23REPS 7
CHANNING CAPITAL MANAGEMENT, LLC
RIACHICAGO, IL
AUM $4.2BTEAM 20REPS 3
FRANKLIN BSP CAPITAL ADVISER LLC
RIANew York, NY
AUM $4.2BTEAM 2REPS 5
TINICUM INCORPORATED
RIANew York, NY
AUM $4.2BTEAM 44REPS 7
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
RIABOSTON, MA
AUM $4.2BTEAM 35REPS 23
ZWJ INVESTMENT COUNSEL INC
RIAAtlanta, GA
AUM $4.2BTEAM 20REPS 13
WILLIS INVESTMENT COUNSEL INC
RIAGAINESVILLE, GA
AUM $4.2BTEAM 13REPS 7
POLARIS GROWTH MANAGEMENT, LLC
RIABOSTON, MA
AUM $4.2BTEAM 51REPS 4
B. RILEY WEALTH ADVISORS, INC.
RIAMEMPHIS, TN
AUM $4.2BTEAM 268REPS 173
SCHARF INVESTMENTS, LLC
RIALOS GATOS, CA
AUM $4.2BTEAM 23REPS 9
SYSTEMATIC FINANCIAL MANAGEMENT LP
RIATEANECK, NJ
AUM $4.2BTEAM 22REPS 6
HALBERT HARGROVE
RIALONG BEACH, CA
AUM $4.2BTEAM 52REPS 42
ELECTRON CAPITAL PARTNERS, LLC
RIANew York, NY
AUM $4.2BTEAM 13REPS 3
Other AUM ranges
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