RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Caledonia US, LP
RIANew York, NY
AUM $3.7BTEAM 30REPS 6
360 One Portfolio Managers Limited
RIAMumbai
AUM $3.6BTEAM 72REPS 5
Victory Park Capital
RIAChicago, IL
AUM $3.6BTEAM 60REPS 6
Bcsf Advisors, LP
RIABoston, MA
AUM $3.6BTEAM 682REPS 11
Mozaic, LLC
RIABeverly Hills, CA
AUM $3.6BTEAM 14REPS 1
Infrastructure Capital Advisors, LLC
RIANew York, NY
AUM $3.6BTEAM 10REPS 4
S3 Capital Advisors LLC
RIANew York, NY
AUM $3.6BTEAM 39REPS 6
First Sentier Investors
RIABarangaroo Nsw
AUM $3.6BTEAM 35REPS 11
Ulrich Investment Consultants
RIAAlbuquerque, NM
AUM $3.6BTEAM 22REPS 13
Palladium Equity Partners Advisor, LLC
RIANew York, NY
AUM $3.6BTEAM 45REPS 9
Axar Capital Management LP
RIANew York, NY
AUM $3.6BTEAM 13REPS 5
CM Wealth Advisors LLC
RIABeachwood, OH
AUM $3.6BTEAM 24REPS 11
SAX Wealth Advisors, LLC
RIAParsippany, NJ
AUM $3.6BTEAM 39REPS 44
Regan Capital
RIADallas, TX
AUM $3.6BTEAM 22REPS 3
Retirement Planners Of America
RIAPlano, TX
AUM $3.6BTEAM 126REPS 37
The Burney Company
RIAReston, VA
AUM $3.6BTEAM 46REPS 42
Courier Capital, LLC
RIABuffalo, NY
AUM $3.6BTEAM 26REPS 17
OHA Private Credit Advisors LLC
RIANew York, NY
AUM $3.6BTEAM 435REPS 6
Cambria Investment Management, L.P.
RIAManhattan Beach, CA
AUM $3.6BTEAM 16REPS 3
Venturi Private Wealth
RIAAustin, TX
AUM $3.6BTEAM 38REPS 25
Sigfig Wealth Management LLC
RIASan Francisco, CA
AUM $3.6BTEAM 96REPS 8
Abacus Wealth Partners
RIASanta Monica, CA
AUM $3.6BTEAM 65REPS 50
Calydon Capital, LLC
RIAMemphis, TN
AUM $3.6BTEAM 8REPS 12
SPF Investment Management, L.P.
RIANew York, NY
AUM $3.6BTEAM 26REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?