RIAs: $1B – $5B AUM

3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

TRIBE CAPITAL

RIA

SAN MATEO, CA

AUM $3.4BTEAM 27REPS 7

DRAGONFLY DIGITAL MANAGEMENT, LLC

RIA

SAN FRANCISCO, CA

AUM $3.4BTEAM 34REPS 1

BARKSDALE INVESTMENT MANAGEMENT

RIA

NASHVILLE, TN

AUM $3.4BTEAM 13REPS 12

CARRONADE CAPITAL MANAGEMENT, LP

RIA

DARIEN, CT

AUM $3.4BTEAM 17REPS 3

CEREDEX VALUE ADVISORS LLC

RIA

WINTER PARK, FL

AUM $3.4BTEAM 13REPS 6

ECOR1 CAPITAL, LLC

RIA

SAN FRANCISCO, CA

AUM $3.4BTEAM 22REPS 3

JEFFERIES INVESTMENT ADVISERS LLC

RIA

New York, NY

AUM $3.4BTEAM 119REPS 121

SIXTH STREET SPECIALTY LENDING ADVISERS, LLC

RIA

DALLAS, TX

AUM $3.4BTEAM 66REPS 5

FLAGSHIP HARBOR ADVISORS, LLC

RIA

BOSTON, MA

AUM $3.4BTEAM 61REPS 60

COLTER LEWIS INVESTMENT PARTNERS, LLC

RIA

GREENWICH, CT

AUM $3.4BTEAM 18REPS 8

HILL PATH CAPITAL LP

RIA

New York, NY

AUM $3.4BTEAM 21REPS 3

CAPTION MANAGEMENT, LLC

RIA

OKLAHOMA CITY, OK

AUM $3.4BTEAM 22REPS 3

LEAVELL INVESTMENT MANAGEMENT, INC.

RIA

MOBILE, AL

AUM $3.4BTEAM 36REPS 25

FRANK, RIMERMAN ADVISORS LLC

RIA

PALO ALTO, CA

AUM $3.4BTEAM 5REPS 5

LAKEWOOD CAPITAL MANAGEMENT, LP

RIA

New York, NY

AUM $3.4BTEAM 13REPS 4

SOUND SHORE MANAGEMENT INC

RIA

GREENWICH, CT

AUM $3.4BTEAM 16REPS 10

FIERA COMOX PARTNERS INC

RIA

MONTREAL

AUM $3.4BTEAM 50REPS 7

NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C.

RIA

New York, NY

AUM $3.4BTEAM 235REPS 5

KNOX LANE LP

RIA

SAN FRANCISCO, CA

AUM $3.4BTEAM 30REPS 3

GAUGE CAPITAL

RIA

SOUTHLAKE, TX

AUM $3.4BTEAM 67REPS 6

INVENOMIC CAPITAL MANAGEMENT LP

RIA

BOSTON, MA

AUM $3.4BTEAM 17REPS 3

COHEN KLINGENSTEIN, LLC

RIA

New York, NY

AUM $3.4BTEAM 7REPS 2

STENHAM ASSET MANAGEMENT LIMITED

RIA

ST PETER PORT

AUM $3.4BTEAM 11REPS 9

UPFRONT VENTURES

RIA

Los Angeles, CA

AUM $3.4BTEAM 22REPS 4

Other AUM ranges

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