RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tree Line Capital Partners, LLC
RIASan Francisco, CA
AUM $3.8BTEAM 30REPS 7
BFC Planning, Inc.
RIACedar Rapids, IA
AUM $3.8BTEAM 200REPS 234
Left Lane Capital
RIABrooklynn, NY
AUM $3.8BTEAM 35REPS 4
Cormorant Asset Management, LP
RIABoston, MA
AUM $3.8BTEAM 12REPS 3
Norwest Capital Advisors, LLC
RIAMinneapolis, MN
AUM $3.8BTEAM 40REPS 3
Spearhead Administrative Services, LLC
RIAGreenville, DE
AUM $3.8BTEAM 9REPS 5
Valiant Capital Management, L.P.
RIASan Francisco, CA
AUM $3.8BTEAM 29REPS 6
Avala Global LP
RIANew York, NY
AUM $3.8BTEAM 21REPS 3
Watermark Group, Inc.
RIAPrinceton, NJ
AUM $3.8BTEAM 22REPS 7
Luminate Capital Partners
RIASan Francisco, CA
AUM $3.8BTEAM 10REPS 3
Scopus Asset Management, L.P.
RIANew York, NY
AUM $3.8BTEAM 19REPS 3
Jefferies Credit Management LLC
RIANew York, NY
AUM $3.8BTEAM 26REPS 5
Henssler Financial
RIAKennesaw, GA
AUM $3.8BTEAM 88REPS 32
Matter Family Office
RIASaint Louis, MO
AUM $3.8BTEAM 55REPS 45
Miller Howard Investments Inc
RIAKingston, NY
AUM $3.8BTEAM 34REPS 14
Timucuan Asset Management Inc
RIAJacksonville, FL
AUM $3.8BTEAM 10REPS 8
Grandeur Peak Global Advisors
RIASalt Lake City , UT
AUM $3.8BTEAM 50REPS 17
Kingswood Wealth Advisors, LLC
RIASan Diego, CA
AUM $3.8BTEAM 88REPS 124
Van Berkom And Associates Inc.
RIAMontreal
AUM $3.8BTEAM 33REPS 17
Alken Asset Management Ltd
RIALondon
AUM $3.8BTEAM 21REPS 5
Harvest Global Investments Limited
RIAHong Kong
AUM $3.8BTEAM 32REPS 8
ST. Germain Investment Management
RIASpringfield, MA
AUM $3.8BTEAM 42REPS 30
Harbor Group International, LLC
RIANorfolk, VA
AUM $3.8BTEAM 293REPS 8
Seniors Housing Fund Manager LLC
RIAToledo, OH
AUM $3.8BTEAM 40REPS 2
Other AUM ranges
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