RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Richard Bernstein Advisors LLC
RIANew York, NY
AUM $3.8BTEAM 28REPS 8
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
Cape Ann Asset Management
RIALondon
AUM $3.8BTEAM 21REPS 7
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 3
Howland Capital Management LLC
RIABoston, MA
AUM $3.7BTEAM 35REPS 17
TRB Wealth Management, LLC
RIAHouston, TX
AUM $3.7BTEAM 15REPS 15
Annaly Credit Opportunities Management LLC
RIANew York, NY
AUM $3.7BTEAM 32REPS 3
Argosy Capital
RIAWayne, PA
AUM $3.7BTEAM 82REPS 4
Other AUM ranges
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