RIAs: $1B – $5B AUM
3,233 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Prudent Management Associates
RIAPhiladelphia, PA
AUM $1.2BTEAM 13REPS 6
Vision Capital Management Inc
RIAPortland, OR
AUM $1.2BTEAM 13REPS 12
Centre Partners Management LLC
RIANew York, NY
AUM $1.2BTEAM 23REPS 3
Berkshire Money Management, Inc.
RIADalton, MA
AUM $1.2BTEAM 22REPS 12
Qtron Investments LLC
RIABoston, MA
AUM $1.2BTEAM 7REPS 3
Harvey Partners, LLC
RIATarrytown, NY
AUM $1.2BTEAM 5REPS 3
Composition Capital LP
RIALos Angeles, CA
AUM $1.2BTEAM 9REPS 3
Slater Investments Limited
RIALondon
AUM $1.2BTEAM 19REPS 1
Compass Financial Group, Inc
RIASioux Falls, SD
AUM $1.2BTEAM 13REPS 7
Pcim Realty Advisors, LLC
RIAAddison, TX
AUM $1.2BTEAM 19REPS 4
Decisionpoint Financial, LLC
RIAMesa, AZ
AUM $1.2BTEAM 18REPS 13
Prelude Growth Partners
RIANew York, NY
AUM $1.2BTEAM 12REPS 3
Premier Path Wealth Partners, LLC
RIAMadison, NJ
AUM $1.2BTEAM 8REPS 7
Parkway Wealth Management Group, LLC
RIAPlano, TX
AUM $1.2BTEAM 27REPS 19
Mountain Point Credit Management LLC
RIAGreenwich, CT
AUM $1.2BTEAM 19REPS 3
Fourthstone LLC
RIASaint Louis, MO
AUM $1.2BTEAM 12REPS 3
Wellspring Financial Partners
RIATucson, AZ
AUM $1.2BTEAM 10REPS 5
RLH Equity Partners
RIALos Angeles, CA
AUM $1.2BTEAM 17REPS 8
Element Pointe Family Office
RIAMiami, FL
AUM $1.2BTEAM 11REPS 9
Water Island Capital, LLC
RIANew York, NY
AUM $1.2BTEAM 26REPS 8
Icapital Registered Fund Adviser LLC
RIANew York, NY
AUM $1.2BTEAM 162REPS 4
Palmer Square Bdc Advisor LLC
RIAMission Woods, KS
AUM $1.2BTEAM 76REPS 4
Cabot Wealth Management
RIABeverly, MA
AUM $1.2BTEAM 16REPS 10
Parthenon LLC
RIALouisville, KY
AUM $1.2BTEAM 7REPS 5
Other AUM ranges
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