RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
AXIOM ALTERNATIVE INVESTMENTS
RIAPARIS
AUM $4.7BTEAM 23REPS 8
SYMMETRY PARTNERS
RIAGLASTONBURY, CT
AUM $4.7BTEAM 52REPS 21
JFS Wealth Advisors, LLC
RIAHERMITAGE, PA
AUM $4.7BTEAM 89REPS 35
KINETIC PARTNERS MANAGEMENT, LP
RIAMIAMI, FL
AUM $4.7BTEAM 15REPS 3
WASHINGTON HARBOUR PARTNERS LP
RIAARLINGTON, VA
AUM $4.7BTEAM 12REPS 2
ARMISTICE CAPITAL LLC
RIANew York, NY
AUM $4.7BTEAM 30REPS 5
ACASTA PARTNERS US LLC
RIABOCA RATON, FL
AUM $4.7BTEAM 4REPS 3
MARITIME PARTNERS, LLC
RIAMETAIRIE, LA
AUM $4.7BTEAM 41REPS 5
REDMILE GROUP
RIASAN FRANCISCO, CA
AUM $4.7BTEAM 30REPS 7
KLINGENSTEIN FIELDS ADVISORS
RIANew York, NY
AUM $4.7BTEAM 39REPS 9
MENLO EQUITIES
RIAMENLO PARK, CA
AUM $4.7BTEAM 52REPS 3
PACIFIC FINANCIAL GROUP, LLC
RIANASHVILLE, TN
AUM $4.7BTEAM 20REPS 5
MCF ADVISORS, LLC
RIALexington, KY
AUM $4.7BTEAM 55REPS 33
YAUPON CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $4.7BTEAM 20REPS 7
CLEARWATER MANAGEMENT CO., INC.
RIASAINT PAUL, MN
AUM $4.7BTEAM 1REPS 12
ROUTE ONE INVESTMENT COMPANY, L.P.
RIASAN FRANCISCO, CA
AUM $4.7BTEAM 20REPS 4
UG INVESTMENT ADVISERS LTD.
RIATAIPEI
AUM $4.7BTEAM 39REPS 5
BRAGG FINANCIAL ADVISORS INC
RIACharlotte, NC
AUM $4.7BTEAM 39REPS 17
SHELTER GROWTH CAPITAL PARTNERS LLC
RIASTAMFORD, CT
AUM $4.7BTEAM 49REPS 5
ACRE MANAGER, LLC
RIANew York, NY
AUM $4.7BTEAM 34REPS 2
CLEARWATER ADVISORS, LLC
RIABOISE, ID
AUM $4.7BTEAM 9REPS 8
DIVERSIFY ADVISORY SERVICES, LLC
RIASANDY, UT
AUM $4.6BTEAM 206REPS 110
CG ADVISORY SERVICES
RIAWILLIAMSTON, MI
AUM $4.6BTEAM 136REPS 67
HERITAGE INVESTORS MANAGEMENT CORP
RIABETHESDA, MD
AUM $4.6BTEAM 22REPS 11
Other AUM ranges
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