RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
APOLLO MANAGER, LLC
RIANew York, NY
AUM $3.6BTEAM 3564REPS 6
CRESSEY & COMPANY LP
RIACHICAGO, IL
AUM $3.6BTEAM 47REPS 6
PNC REAL ESTATE
RIALOUISVILLE, KY
AUM $3.6BTEAM 186REPS 5
STEELE CAPITAL MANAGEMENT, INC.
RIADUBUQUE, IA
AUM $3.5BTEAM 15REPS 15
QUAD-C MANAGEMENT, INC.
RIACHARLOTTESVILLE, VA
AUM $3.5BTEAM 33REPS 4
FIL INVESTMENT ADVISORS (UK) LTD.
RIAtadworth surrey
AUM $3.5BTEAM 8REPS 5
ETERNA GROWTH PARTNERS
RIABOSTON, MA
AUM $3.5BTEAM 40REPS 4
LIBERTY STRATEGIC CAPITAL
RIAWashington, DC
AUM $3.5BTEAM 18REPS 3
SIT INVESTMENT ASSOCIATES, INC
RIAMINNEAPOLIS, MN
AUM $3.5BTEAM 73REPS 6
RETIREMENT PLAN ADVISORS, LLC
RIACHICAGO, IL
AUM $3.5BTEAM 47REPS 44
SYCAMORE TREE CAPITAL PARTNERS, L.P.
RIADALLAS, TX
AUM $3.5BTEAM 30REPS 6
ONEASCENT FINANCIAL SERVICES LLC
RIABirmingham, AL
AUM $3.5BTEAM 161REPS 80
BURKEHILL GLOBAL MANAGEMENT, LP
RIANew York, NY
AUM $3.5BTEAM 16REPS 3
VISIONARY WEALTH ADVISORS, LLC
RIASAINT LOUIS, MO
AUM $3.5BTEAM 74REPS 49
MILL POINT CAPITAL LLC
RIANew York, NY
AUM $3.5BTEAM 33REPS 3
BREAKWALL INVESTMENT ADVISOR LLC
RIAPORT WASHINGTON, NY
AUM $3.5BTEAM 9REPS 4
PATHLIGHT CAPITAL
RIABOSTON, MA
AUM $3.5BTEAM 30REPS 5
GREENWICH WEALTH MANAGEMENT, LLC
RIAGREENWICH, CT
AUM $3.5BTEAM 13REPS 12
DEER PARK ROAD MANAGEMENT COMPANY, LP
RIASTEAMBOAT SPRINGS, CO
AUM $3.5BTEAM 28REPS 7
BRYN MAWR TRUST ADVISORS, LLC
RIAPHILADELPHIA, PA
AUM $3.5BTEAM 87REPS 60
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
RIANew York, NY
AUM $3.5BTEAM 19REPS 6
EQUITY INVESTMENT CORP
RIAAtlanta, GA
AUM $3.5BTEAM 27REPS 17
ANDROS CAPITAL PARTNERS LLC
RIAHOUSTON, TX
AUM $3.5BTEAM 6REPS 2
Stellus Capital Management, LLC
RIAHOUSTON, TX
AUM $3.5BTEAM 36REPS 4
Other AUM ranges
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