RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Carronade Capital Management, LP
RIADarien, CT
AUM $4.8BTEAM 17REPS 3
Macquarie Wealth Advisers, LLC
RIANew York, NY
AUM $4.8BTEAM 69REPS 9
SRB Corporation
RIABoston, MA
AUM $4.8BTEAM 4REPS 4
Siris Capital Group, LLC
RIAWest Palm Beach, FL
AUM $4.8BTEAM 24REPS 5
Star Asia Management
RIAMount Laurel, NJ
AUM $4.8BTEAM 4REPS 4
Cardinal Point Wealth Management
RIAToronto On
AUM $4.8BTEAM 56REPS 10
Sowell Management
RIANorth Little Rock, AR
AUM $4.8BTEAM 162REPS 111
Cidel Asset Management Inc
RIAToronto Ontario
AUM $4.8BTEAM 73REPS 12
DME Capital Management, LP
RIANew York, NY
AUM $4.8BTEAM 29REPS 4
Covalis Capital LLP
RIALondon
AUM $4.8BTEAM 25REPS 4
Contrarian Capital Management LLC
RIAGreenwich, CT
AUM $4.8BTEAM 47REPS 9
Brownson, Rehmus & Foxworth, Inc.
RIAChicago, IL
AUM $4.8BTEAM 26REPS 16
Highpoint Planning Partners
RIADowners Grove, IL
AUM $4.8BTEAM 106REPS 114
Foster Group, Inc.
RIAWest Des Moines, IA
AUM $4.8BTEAM 93REPS 60
Gladstone Management Corporation
RIAMclean, VA
AUM $4.8BTEAM 45REPS 10
Pertento Advisors LLC
RIAAUM $4.8BTEAM 4REPS 4
Avidian Wealth Solutions
RIAHouston, TX
AUM $4.8BTEAM 59REPS 45
Claros REIT Management LP
RIANew York, NY
AUM $4.8BTEAM 70REPS 6
The Ascent Group, LLC
RIAVirginia Beach, VA
AUM $4.8BTEAM 44REPS 22
Covalis (Gibraltar) Limited
RIAMidtown Queensway
AUM $4.8BTEAM 3REPS 4
IFG Advisory, LLC
RIAAtlanta, GA
AUM $4.8BTEAM 187REPS 110
East Rock Capital, LLC
RIANew York, NY
AUM $4.8BTEAM 38REPS 2
Robeco Institutional Asset Management US Inc
RIANew York, NY
AUM $4.8BTEAM 79REPS 5
Bbam US LP
RIADallas, TX
AUM $4.8BTEAM 79REPS 3
Other AUM ranges
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