RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
MVP Manager LLC
RIANew York, NY
AUM $2.8BTEAM 1REPS 3
Bowie Capital Management, LLC
RIARichardson, TX
AUM $2.8BTEAM 10REPS 3
Strategic Financial Services
RIAUtica, NY
AUM $2.8BTEAM 39REPS 26
Peakline Partners, LLC
RIAChicago, IL
AUM $2.8BTEAM 45REPS 10
Western Asset Management Company Pte Ltd
RIASingapore
AUM $2.8BTEAM 9REPS 5
Paul Comstock Partners
RIAHouston, TX
AUM $2.8BTEAM 16REPS 13
Willow Tree Credit Partners LP
RIANew York, NY
AUM $2.8BTEAM 21REPS 4
Capitalspring
RIANashville, TN
AUM $2.8BTEAM 35REPS 2
Avenir Management Company, LLC
RIANew York, NY
AUM $2.8BTEAM 20REPS 1
Diversified, LLC
RIAWilmington, DE
AUM $2.8BTEAM 53REPS 28
Pointer Management, LLC
RIAChattanooga, TN
AUM $2.8BTEAM 16REPS 7
Berkshire Asset Management, LLC
RIAWilkes Barre, PA
AUM $2.8BTEAM 11REPS 7
Veta Investment Partners, LLC
RIALawrence, KS
AUM $2.8BTEAM 10REPS 6
Investcorp Investment Solutions LLC
RIANew York, NY
AUM $2.8BTEAM 6REPS 2
Blackstone Real Estate Advisors Europe L.P.
RIANew York, NY
AUM $2.8BTEAM 547REPS 4
Stone Hill Fiduciary Management, LLC
RIAGreat Neck, NY
AUM $2.8BTEAM 3REPS 2
Johnson Brunetti
RIAWethersfield, CT
AUM $2.8BTEAM 64REPS 27
LRI Investments
RIAPalm Beach Gardens, FL
AUM $2.8BTEAM 35REPS 24
Ohana Advisors
RIASan Rafael, CA
AUM $2.8BTEAM 13REPS 5
Cain International Advisers Limited
RIALondon
AUM $2.8BTEAM 92REPS 3
Expand Financial, LLC
RIAAUM $2.8BTEAM 6REPS 6
Mariner
RIAOverland Park, KS
AUM $2.8BTEAM 13REPS 13
Barwick & Partners, Inc.
RIAAUM $2.8BTEAM 2REPS 1
Stegner Investment Associates Inc
RIALouisville, KY
AUM $2.8BTEAM 10REPS 8
Other AUM ranges
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