RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Nordwand Advisors
RIARadnor, PA
AUM $4BTEAM 10REPS 7
Team Hewins, LLC
RIAFoster City, CA
AUM $4BTEAM 29REPS 24
Financial Integrity Advisors, LLC
RIAPhiladelphia, PA
AUM $4BTEAM 3REPS 2
Inspire Investing, LLC
RIAMeridian, ID
AUM $4BTEAM 33REPS 13
Pantera Capital
RIASan Francisco, CA
AUM $4BTEAM 72REPS 4
Stenham Asset Management Limited
RIASt Peter Port
AUM $4BTEAM 14REPS 10
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
Ocean Park Asset Management, LLC
RIASanta Monica, CA
AUM $3.9BTEAM 58REPS 19
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 35
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
Guidestone Investment Services
RIADallas, TX
AUM $3.9BTEAM 28REPS 10
Clinton Investment Management, LLC
RIAStamford, CT
AUM $3.9BTEAM 14REPS 12
IMA Advisory Services, Inc.
RIADenver, CO
AUM $3.9BTEAM 50REPS 50
Johnson Sterling, Inc.
RIABirmingham, AL
AUM $3.9BTEAM 10REPS 6
Ancora Private Wealth Advisors, LLC
RIACleveland, OH
AUM $3.9BTEAM 53REPS 19
Other AUM ranges
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