RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
TAILWATER CAPITAL
RIADALLAS, TX
AUM $4BTEAM 46REPS 3
WINTHROP CAPITAL MANAGEMENT
RIACARMEL, IN
AUM $4BTEAM 29REPS 6
BRENTWOOD PRIVATE EQUITY, LLC
RIALos Angeles, CA
AUM $4BTEAM 26REPS 6
ADVUS FINANCIAL PARTNERS, LLC
RIAWINTER PARK, FL
AUM $4BTEAM 16REPS 12
IM GLOBAL PARTNER FUND MANAGEMENT LLC
RIAEL SEGUNDO, CA
AUM $4BTEAM 24REPS 4
NORDWAND ADVISORS
RIARADNOR, PA
AUM $4BTEAM 10REPS 8
TEAM HEWINS, LLC
RIAFOSTER CITY, CA
AUM $4BTEAM 29REPS 23
FINANCIAL INTEGRITY ADVISORS, LLC
RIAPHILADELPHIA, PA
AUM $4BTEAM 2REPS 1
INSPIRE INVESTING, LLC
RIAMERIDIAN, ID
AUM $4BTEAM 33REPS 14
PANTERA CAPITAL
RIASAN FRANCISCO, CA
AUM $4BTEAM 72REPS 4
GLADE BROOK CAPITAL PARTNERS LLC
RIAGREENWICH, CT
AUM $4BTEAM 18REPS 3
NWI MANAGEMENT LP
RIANew York, NY
AUM $4BTEAM 13REPS 6
STERLING INVESTMENT PARTNERS ADVISERS, LLC
RIAGREENWICH, CT
AUM $3.9BTEAM 24REPS 4
VERNAL POINT ADVISORS, LLC
RIASAN FRANCISCO, CA
AUM $3.9BTEAM 25REPS 8
FORZA INVESTMENT GROUP, LP
RIASUMMIT, NJ
AUM $3.9BTEAM 12REPS 2
OCEAN PARK ASSET MANAGEMENT, LLC
RIASANTA MONICA, CA
AUM $3.9BTEAM 58REPS 21
MADISON AVENUE PARTNERS LP
RIANew York, NY
AUM $3.9BTEAM 7REPS 2
TIGER INFRASTRUCTURE PARTNERS LP
RIANew York, NY
AUM $3.9BTEAM 32REPS 2
WEALTHCARE CAPITAL MANAGEMENT LLC
RIARICHMOND, VA
AUM $3.9BTEAM 54REPS 37
PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD
RIASINGAPORE
AUM $3.9BTEAM 28REPS 7
HILDRED CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $3.9BTEAM 31REPS 3
ATALANTA SOSNOFF MANAGEMENT, LLC
RIANew York, NY
AUM $3.9BTEAM 37REPS 5
CROSSLINK CAPITAL, INC.
RIAMENLO PARK, CA
AUM $3.9BTEAM 34REPS 8
AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P.
RIANew York, NY
AUM $3.9BTEAM 183REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?