RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Duncan Williams Asset Management, LLC
RIAMemphis, TN
AUM $2.7BTEAM 21REPS 20
Inatai Investment Management Co LLC
RIASeattle, WA
AUM $2.7BTEAM 8REPS 10
Breakthrough Properties
RIALos Angeles, CA
AUM $2.7BTEAM 94REPS 5
NPF Investment Advisors
RIAGrand Rapids, MI
AUM $2.7BTEAM 18REPS 12
RXR Asset Management LLC
RIAUniondale, NY
AUM $2.7BTEAM 65REPS 5
Gobi Capital LLC
RIABeverly Hills, CA
AUM $2.7BTEAM 4REPS 2
Gennx360 Management Company, LLC
RIANew York, NY
AUM $2.7BTEAM 21REPS 6
Stadion Money Management, LLC
RIAWatkinsville, GA
AUM $2.7BTEAM 39REPS 14
Precision Capital Advisors, LLC
RIAGreenwich, CT
AUM $2.7BTEAM 9REPS 6
Multicoin Capital Management, LLC
RIAAustin, TX
AUM $2.7BTEAM 22REPS 4
Capital Dynamics, Inc.
RIANew York, NY
AUM $2.7BTEAM 30REPS 12
Analyst Portfolio Management Ltd.
RIATel Aviv
AUM $2.7BTEAM 56REPS 10
Valley Wealth Managers, Inc.
RIAParamus, NJ
AUM $2.7BTEAM 54REPS 54
W Capital Partners
RIANew York, NY
AUM $2.7BTEAM 20REPS 3
Main Street Research LLC
RIALakeville, CT
AUM $2.7BTEAM 24REPS 17
CIM Capital, LLC
RIALos Angeles, CA
AUM $2.7BTEAM 160REPS 4
Cadian Capital Management, LP
RIANew York, NY
AUM $2.7BTEAM 20REPS 5
Marcus Partners, LLC
RIABoston, MA
AUM $2.7BTEAM 50REPS 6
Mcadam LLC
RIARadnor, PA
AUM $2.7BTEAM 174REPS 135
Intandem Capital Partners, LP
RIANew York, NY
AUM $2.7BTEAM 35REPS 3
Heron View Partners LLC
RIANew York, NY
AUM $2.7BTEAM 17REPS 3
Pine Valley Investments
RIAMarlton, NJ
AUM $2.7BTEAM 37REPS 33
Paralel Advisors LLC
RIADenver, CO
AUM $2.7BTEAM 6REPS 2
36 North Capital Management, LLC
RIABentonville, AR
AUM $2.7BTEAM 4REPS 3
Other AUM ranges
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