RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Pleiad Investment Advisors
RIAHong Kong
AUM $1.4BTEAM 22REPS 4
Gallant Capital Partners LLC
RIALos Angeles, CA
AUM $1.4BTEAM 26REPS 3
Capital Investment Counsel, LLC
RIADenver, CO
AUM $1.4BTEAM 8REPS 6
Innovatus Capital Partners, LLC
RIANew York, NY
AUM $1.4BTEAM 20REPS 3
1315 Capital
RIAPhiladelphia, PA
AUM $1.4BTEAM 17REPS 3
FIN Capital
RIASan Francisco, CA
AUM $1.4BTEAM 23REPS 2
Fifth Avenue Family Office
RIANaples, FL
AUM $1.4BTEAM 7REPS 4
Intellus Advisors, LLC
RIANaples, FL
AUM $1.4BTEAM 15REPS 10
Moisand Fitzgerald Tamayo, LLC
RIAOrlando, FL
AUM $1.4BTEAM 30REPS 11
Heronbridge
RIABath
AUM $1.3BTEAM 11REPS 5
Gibraltar Capital Management, Inc.
RIATulsa, OK
AUM $1.3BTEAM 31REPS 19
12 West Capital Management LP
RIANew York, NY
AUM $1.3BTEAM 11REPS 5
Cross Creek Advisors, LLC
RIASalt Lake City , UT
AUM $1.3BTEAM 20REPS 5
Standard Crypto Management LP
RIAAUM $1.3BTEAM 15REPS 4
776 Management, LLC
RIAAUM $1.3BTEAM 15REPS 3
Greenpoint Partners
RIANew York, NY
AUM $1.3BTEAM 13REPS 4
MSH Capital Advisors LLC
RIAScottsdale, AZ
AUM $1.3BTEAM 35REPS 24
Cohalo
RIAAUM $1.3BTEAM 1REPS 1
Hill Investment Group
RIASaint Louis, MO
AUM $1.3BTEAM 12REPS 8
The Milwaukee Company
RIAThiensville, WI
AUM $1.3BTEAM 7REPS 4
Strategy Capital LLC
RIALos Altos, CA
AUM $1.3BTEAM 7REPS 2
Stillwater Capital Advisors, LLC
RIADevon, PA
AUM $1.3BTEAM 6REPS 4
Equity Resource Investments, LLC
RIACambridge, MA
AUM $1.3BTEAM 27REPS 8
Weatherbie Capital, LLC
RIABoston, MA
AUM $1.3BTEAM 7REPS 6
Other AUM ranges
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