RIAs: $1B – $5B AUM

3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Schneider Downs Wealth Management Advisors, LP

Pittsburgh, PA

AUM $3.3BTEAM 28REPS 23

Security Capital Research & Management Incorporated

Chicago, IL

AUM $3.3BTEAM 17REPS 6

Certuity, LLC

North Palm Beach, FL

AUM $3.3BTEAM 35REPS 24

Praxis Investment Management, Inc.

Goshen, IN

AUM $3.3BTEAM 14REPS 11

XML Financial Group

Bethesda, MD

AUM $3.3BTEAM 54REPS 30

Smash Ventures Management Company LP

West Hollywood, CA

AUM $3.3BTEAM 18REPS 4

Emerald Advisers, LLC

Leola, PA

AUM $3.3BTEAM 35REPS 5

Guardian Partners Inc.

Toronto Ontario

AUM $3.3BTEAM 76REPS 13

Patria Capital Partners LLP

Edinburgh

AUM $3.3BTEAM 75REPS 4

Atalan Capital Partners, LP

New York, NY

AUM $3.3BTEAM 7REPS 3

Innovia Wealth, LLC

Grand Rapids, MI

AUM $3.3BTEAM 31REPS 18

Knightsbridge Advisers LLC

Bartlesville, OK

AUM $3.3BTEAM 17REPS 5

Focused Investors LLC

Los Angeles, CA

AUM $3.3BTEAM 4REPS 3

Formentera Partners LP

Austin, TX

AUM $3.3BTEAM 11REPS 3

Verger Capital Management

Winston Salem, NC

AUM $3.3BTEAM 18REPS 13

Mudrick Capital

New York, NY

AUM $3.3BTEAM 35REPS 3

Ridgewood Energy Corporation

Houston, TX

AUM $3.3BTEAM 61REPS 7

Greenvale Capital LLP

London

AUM $3.3BTEAM 15REPS 8

Whitetail Rock Capital Management, LLC

Lincoln, NE

AUM $3.3BTEAM 3REPS 2

Potomac

Bethesda, MD

AUM $3.3BTEAM 36REPS 26

Cinven, Inc.

New York, NY

AUM $3.3BTEAM 20REPS 3

Darlington Partners Capital Management, LP

Greenbrae, CA

AUM $3.3BTEAM 8REPS 2

Glasfunds, LLC

Cleveland, OH

AUM $3.3BTEAM 36REPS 6

Northeast Investment Management Inc

Boston, MA

AUM $3.3BTEAM 25REPS 11

Other AUM ranges

Under $100MReported AUM12,924 FIRMS $100M – $500MReported AUM7,767 FIRMS $500M – $1BReported AUM2,408 FIRMS Over $5BReported AUM2,031 FIRMS

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