RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Titleist Asset Management, LLC
RIASan Antonio, TX
AUM $2.8BTEAM 41REPS 44
Diversified, LLC
RIAWilmington, DE
AUM $2.8BTEAM 53REPS 30
Pointer Management, LLC
RIAChattanooga, TN
AUM $2.8BTEAM 16REPS 7
Berkshire Asset Management, LLC
RIAWilkes Barre, PA
AUM $2.8BTEAM 11REPS 8
Veta Investment Partners, LLC
RIALawrence, KS
AUM $2.8BTEAM 10REPS 6
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 25
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 7
Mariner
RIAOverland Park, KS
AUM $2.8BTEAM 13REPS 12
Barwick & Partners, Inc.
RIAAUM $2.8BTEAM 2REPS 1
Stegner Investment Associates Inc
RIALouisville, KY
AUM $2.8BTEAM 10REPS 7
Cordiant Capital Inc.
RIAMontreal
AUM $2.8BTEAM 26REPS 3
Ardian
RIANew York, NY
AUM $2.8BTEAM 128REPS 9
Singerman Real Estate Management Company, L.P.
RIAChicago, IL
AUM $2.8BTEAM 25REPS 2
Pretium Credit Management, LLC
RIANew York, NY
AUM $2.8BTEAM 110REPS 9
Nexpoint Asset Management, L.P.
RIADallas, TX
AUM $2.8BTEAM 6REPS 5
GHK Capital Partners LP
RIAGreenwich, CT
AUM $2.8BTEAM 16REPS 2
Consonance Capital Partners, LP
RIANew York, NY
AUM $2.8BTEAM 20REPS 5
Turtle Creek Wealth Advisors, LLC
RIADallas, TX
AUM $2.8BTEAM 26REPS 18
Holdco Asset Management, LP
RIAFort Lauderdale, FL
AUM $2.8BTEAM 7REPS 4
Other AUM ranges
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