RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
SJS Investment Services
RIASylvania, OH
AUM $2.9BTEAM 26REPS 19
Foster & Motley Inc
RIACincinnati, OH
AUM $2.9BTEAM 51REPS 33
Asset Dedication, LLC
RIASan Francisco, CA
AUM $2.9BTEAM 7REPS 11
Northgate Capital, L.P.
RIADanville, CA
AUM $2.9BTEAM 27REPS 4
Pinegrove Opportunity Partners, LLC
RIASan Francisco, CA
AUM $2.9BTEAM 17REPS 6
Raub Brock Capital Management, LP
RIALarkspur, CA
AUM $2.9BTEAM 9REPS 7
Greenhouse Funds Lllp
RIABaltimore, MD
AUM $2.9BTEAM 9REPS 11
Windsor Advisory Group, LLC
RIAColumbus, OH
AUM $2.9BTEAM 22REPS 13
Marblegate Asset Management, LLC
RIAGreenwich, CT
AUM $2.9BTEAM 28REPS 5
Cambiar Investors, LLC
RIADenver, CO
AUM $2.9BTEAM 28REPS 5
Bedel Financial Consulting Inc
RIAIndianapolis, IN
AUM $2.9BTEAM 28REPS 21
Transcend Capital Advisors, LLC
RIAMadison, NJ
AUM $2.9BTEAM 39REPS 4
FNY Investment Advisers, LLC
RIANew York, NY
AUM $2.9BTEAM 132REPS 6
Flexpath Strategies
RIAAliso Viejo, CA
AUM $2.9BTEAM 5REPS 6
Radcliff Management LLC
RIANew York, NY
AUM $2.9BTEAM 10REPS 4
Canyon Partners Real Estate LLC
RIADallas, TX
AUM $2.9BTEAM 198REPS 9
Global Strategic Risk Management, LLC
RIAProvidence, RI
AUM $2.9BTEAM 12REPS 4
Centerbook Partners LP
RIAGreenwich, CT
AUM $2.9BTEAM 21REPS 3
Renaissance Investment Management
RIACovington, KY
AUM $2.9BTEAM 19REPS 10
Farther Asset Management, LLC
RIASan Francisco, CA
AUM $2.9BTEAM 7REPS 8
Polychain Capital LP
RIASan Francisco, CA
AUM $2.9BTEAM 36REPS 6
Sylebra Capital LLC
RIAPalo Alto, CA
AUM $2.9BTEAM 8REPS 3
Asset Management One USA Inc.
RIANew York, NY
AUM $2.9BTEAM 32REPS 6
Fort Point Capital Partners LLC
RIASan Francisco, CA
AUM $2.9BTEAM 32REPS 21
Other AUM ranges
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