RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
PPB Advisors, LLC
RIAW Cnshohocken, PA
AUM $4.8BTEAM 42REPS 3
Mesarete Capital LLP
RIALondon
AUM $4.7BTEAM 27REPS 3
BC Advisors, LLC
RIAMount Laurel, NJ
AUM $4.7BTEAM 7REPS 7
Axiom Alternative Investments
RIAParis
AUM $4.7BTEAM 23REPS 8
Symmetry Partners
RIAGlastonbury, CT
AUM $4.7BTEAM 52REPS 24
JFS Wealth Advisors, LLC
RIAHermitage, PA
AUM $4.7BTEAM 89REPS 36
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
Investcorp Investment Solutions LLC
RIANew York, NY
AUM $4.7BTEAM 6REPS 2
Acasta Partners US LLC
RIABoca Raton, FL
AUM $4.7BTEAM 4REPS 3
Maritime Partners, LLC
RIAMetairie, LA
AUM $4.7BTEAM 41REPS 5
Redmile Group
RIALarkspur, CA
AUM $4.7BTEAM 30REPS 7
Klingenstein Fields Advisors
RIANew York, NY
AUM $4.7BTEAM 39REPS 9
Kotak Mahindra Asset Management (Singapore) Pte. Ltd.
RIASingapore
AUM $4.7BTEAM 9REPS 7
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
Bragg Financial Advisors Inc
RIACharlotte, NC
AUM $4.7BTEAM 39REPS 17
Shelter Growth Capital Partners LLC
RIAStamford, CT
AUM $4.7BTEAM 49REPS 1
Acre Manager, LLC
RIANew York, NY
AUM $4.7BTEAM 34REPS 5
Other AUM ranges
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