RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
SCHWARTZ INVESTMENT COUNSEL INC
RIAPLYMOUTH, MI
AUM $3.8BTEAM 20REPS 9
INTEGRAL ILS LTD.
RIAHAMILTON
AUM $3.8BTEAM 15REPS 5
HOLBROOK HOLDINGS, INC.
RIAAtlanta, GA
AUM $3.8BTEAM 14REPS 6
SENTINEL FUND ADVISORS, INC.
RIANew York, NY
AUM $3.8BTEAM 178REPS 5
HEALTHCARE ROYALTY MANAGEMENT, LLC
RIASTAMFORD, CT
AUM $3.8BTEAM 23REPS 5
FAS WEALTH PARTNERS, INC.
RIALEAWOOD, KS
AUM $3.8BTEAM 33REPS 22
M-ONE CAPITAL
RIAOMAHA, NE
AUM $3.8BTEAM 31REPS 7
NEOS PARTNERS, LP
RIASAN DIEGO, CA
AUM $3.8BTEAM 34REPS 3
PLEXUS CAPITAL
RIARALEIGH, NC
AUM $3.8BTEAM 50REPS 13
GFS ADVISORS LLC
RIAHOUSTON, TX
AUM $3.8BTEAM 11REPS 11
BEAUMONT FINANCIAL PARTNERS
RIANEEDHAM, MA
AUM $3.8BTEAM 24REPS 18
10TH LANE PARTNERS, LP
RIANew York, NY
AUM $3.8BTEAM 46REPS 4
VECTOR CAPITAL MANAGEMENT, L.P.
RIASAN FRANCISCO, CA
AUM $3.8BTEAM 51REPS 3
FOREST CAPITAL MANAGEMENT, LLC
RIACHICAGO, IL
AUM $3.8BTEAM 11REPS 7
KINGSWOOD CAPITAL MANAGEMENT, L.P.
RIALos Angeles, CA
AUM $3.8BTEAM 33REPS 2
AVANATH CAPITAL MANAGEMENT, LLC
RIAIRVINE, CA
AUM $3.7BTEAM 103REPS 4
TRANSWESTERN INVESTMENTS
RIADALLAS, TX
AUM $3.7BTEAM 31REPS 10
CFT CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA
AUM $3.7BTEAM 13REPS 2
HOWLAND CAPITAL MANAGEMENT LLC
RIABOSTON, MA
AUM $3.7BTEAM 35REPS 17
TRB WEALTH MANAGEMENT, LLC
RIAHOUSTON, TX
AUM $3.7BTEAM 15REPS 16
ARGOSY CAPITAL
RIAWAYNE, PA
AUM $3.7BTEAM 82REPS 4
ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC
RIANew York, NY
AUM $3.7BTEAM 32REPS 3
BOK FINANCIAL PRIVATE WEALTH, INC.
RIADENVER, CO
AUM $3.7BTEAM 37REPS 30
PROTERRA INVESTMENT PARTNERS LP
RIAMINNEAPOLIS, MN
AUM $3.7BTEAM 61REPS 8
Other AUM ranges
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