RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
FOUNDRY GROUP, LLC
RIABOULDER, CO
AUM $3.5BTEAM 10REPS 4
GLOBAL FOREST PARTNERS LP
RIALEBANON, NH
AUM $3.5BTEAM 24REPS 9
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
RIAAUDUBON, PA
AUM $3.5BTEAM 16REPS 15
ADVISOR RESOURCE COUNCIL
RIADALLAS, TX
AUM $3.5BTEAM 119REPS 84
SYSTEMATIC ALPHA INVESTMENTS, LLC
RIAPRINCETON, NJ
AUM $3.5BTEAM 1REPS 2
1607 CAPITAL PARTNERS, LLC
RIARICHMOND, VA
AUM $3.5BTEAM 15REPS 14
AEA ENTERPRISE PARTNERS MANAGEMENT LP
RIANew York, NY
AUM $3.5BTEAM 157REPS 4
KATHMERE CAPITAL MANAGEMENT, LLC
RIAWAYNE, PA
AUM $3.5BTEAM 24REPS 17
FCP
RIACHEVY CHASE, MD
AUM $3.5BTEAM 75REPS 7
ARBOR INVESTMENTS MANAGEMENT, LLC
RIAPALM BEACH, FL
AUM $3.5BTEAM 29REPS 6
DOUBLELINE ALTERNATIVES LP
RIATAMPA, FL
AUM $3.5BTEAM 171REPS 2
MAIN POST PARTNERS
RIASAN FRANCISCO, CA
AUM $3.5BTEAM 23REPS 4
CLOVER CREDIT MANAGEMENT, LLC
RIANew York, NY
AUM $3.5BTEAM 711REPS 5
PALISTAR CAPITAL LP
RIANew York, NY
AUM $3.5BTEAM 30REPS 3
BILTMORE FAMILY OFFICE, LLC
RIACharlotte, NC
AUM $3.5BTEAM 24REPS 15
MORTON WEALTH
RIACALABASAS, CA
AUM $3.5BTEAM 58REPS 32
DONALDSON CAPITAL MANAGEMENT LLC
RIAEVANSVILLE, IN
AUM $3.5BTEAM 68REPS 58
FUNDRISE ADVISORS, LLC
RIAWashington, DC
AUM $3.5BREPS 4
CARRET ASSET MANAGEMENT, LLC
RIANew York, NY
AUM $3.5BTEAM 22REPS 12
BLUEROCK FUND ADVISOR, LLC
RIANew York, NY
AUM $3.5BTEAM 11REPS 3
TANGENCY CAPITAL INVESTMENT ADVISORY LTD.
RIAHAMILTON
AUM $3.5BTEAM 13REPS 6
TANDEM INVESTMENT ADVISORS INC
RIACHARLESTON, SC
AUM $3.5BTEAM 18REPS 15
DIAMETER PRINCIPAL FINANCE LLC
RIANew York, NY
AUM $3.4BTEAM 119REPS 6
WEDMONT PRIVATE CAPITAL
RIAWEST CHESTER, PA
AUM $3.4BTEAM 14REPS 12
Other AUM ranges
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