RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Seafarer Capital Partners, LLC
RIALarkspur, CA
AUM $3.4BTEAM 19REPS 5
Sumeru Equity Partners
RIASan Mateo, CA
AUM $3.4BTEAM 43REPS 5
Diversis Capital Management, L.P.
RIALos Angeles, CA
AUM $3.4BTEAM 42REPS 3
Westfuller Advisors, LLC
RIANew York, NY
AUM $3.4BTEAM 23REPS 11
Five Arrows Managers North America LLC
RIAManhattan Beach, CA
AUM $3.4BTEAM 16REPS 6
Banneker Partners LLC
RIASan Francisco, CA
AUM $3.4BTEAM 30REPS 2
Colony Family Offices, LLC
RIACharlotte, NC
AUM $3.4BTEAM 16REPS 9
Proprium Capital Partners, L.P.
RIAStamford, CT
AUM $3.4BTEAM 35REPS 5
North Star Asset Management Inc
RIANeenah, WI
AUM $3.4BTEAM 19REPS 18
Stokes Family Office LLC
RIANew Orleans, LA
AUM $3.4BTEAM 14REPS 12
Summitry, LLC
RIAFoster City, CA
AUM $3.4BTEAM 46REPS 32
Ducenta Squared Asset Management
RIAEl Segundo, CA
AUM $3.3BTEAM 15REPS 6
Marble Capital LP
RIAHouston, TX
AUM $3.3BTEAM 38REPS 2
Warwick Capital Partners (US) LP
RIAStamford, CT
AUM $3.3BTEAM 11REPS 3
Newspring Capital
RIARadnor, PA
AUM $3.3BTEAM 76REPS 7
Recognize Partners LP
RIANew York, NY
AUM $3.3BTEAM 25REPS 5
Red Cedar Investment Management
RIAGrand Rapids, MI
AUM $3.3BTEAM 18REPS 10
Lasalle Investment Management Securities
RIABaltimore, MD
AUM $3.3BTEAM 27REPS 5
Meeder Asset Management, Inc.
RIADublin, OH
AUM $3.3BTEAM 52REPS 6
VWH Capital Management, LP
RIADallas, TX
AUM $3.3BTEAM 28REPS 2
Apollo Investment Management, L.P.
RIANew York, NY
AUM $3.3BTEAM 3564REPS 7
Aris Investing
RIAGlenview, IL
AUM $3.3BTEAM 32REPS 2
Sovereign Investment Advisors LLC
RIAPhoenix, AZ
AUM $3.3BTEAM 8REPS 9
Stratos Investment Management, LLC
RIABeachwood, OH
AUM $3.3BTEAM 89REPS 16
Other AUM ranges
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