RIAs: $1B – $5B AUM

3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Foundry Group, LLC

Boulder, CO

AUM $3.5BTEAM 10REPS 4

Global Forest Partners LP

Lebanon, NH

AUM $3.5BTEAM 24REPS 9

Valley Forge Investment Consultants, Inc.

Audubon, PA

AUM $3.5BTEAM 16REPS 17

Advisor Resource Council

Dallas, TX

AUM $3.5BTEAM 119REPS 87

Systematic Alpha Investments, LLC

Princeton, NJ

AUM $3.5BTEAM 1REPS 2

1607 Capital Partners, LLC

Richmond, VA

AUM $3.5BTEAM 15REPS 14

AEA Enterprise Partners Management LP

New York, NY

AUM $3.5BTEAM 157REPS 4

Kathmere Capital Management, LLC

Wayne, PA

AUM $3.5BTEAM 24REPS 18

FCP

Chevy Chase, MD

AUM $3.5BTEAM 75REPS 7

Arbor Investments Management, LLC

Palm Beach, FL

AUM $3.5BTEAM 29REPS 6

Doubleline Alternatives LP

Tampa, FL

AUM $3.5BTEAM 171REPS 2

Main Post Partners

San Francisco, CA

AUM $3.5BTEAM 23REPS 4

Clover Credit Management, LLC

New York, NY

AUM $3.5BTEAM 711REPS 5

Ardea Investment Management

Sydney, New South Wales

AUM $3.5BTEAM 29REPS 5

Palistar Capital LP

New York, NY

AUM $3.5BTEAM 30REPS 2

Biltmore Family Office, LLC

Charlotte, NC

AUM $3.5BTEAM 24REPS 16

Morton Wealth

Calabasas, CA

AUM $3.5BTEAM 58REPS 36

Donaldson Capital Management LLC

Evansville, IN

AUM $3.5BTEAM 68REPS 61

Fundrise Advisors, LLC

Washington, DC

AUM $3.5BREPS 4

Carret Asset Management, LLC

New York, NY

AUM $3.5BTEAM 22REPS 11

Bluerock Fund Advisor, LLC

New York, NY

AUM $3.5BTEAM 11REPS 3

Tangency Capital Investment Advisory Ltd.

Hamilton

AUM $3.5BTEAM 13REPS 6

Tandem Investment Advisors Inc

Charleston, SC

AUM $3.5BTEAM 18REPS 16

Diameter Principal Finance LLC

New York, NY

AUM $3.4BTEAM 119REPS 6

Other AUM ranges

Under $100MReported AUM12,870 FIRMS $100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,403 FIRMS Over $5BReported AUM2,036 FIRMS

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