RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Rational Advisors, Inc.
RIASan Juan, PR
AUM $2.6BTEAM 17REPS 4
Basso Capital Management, L.P.
RIAStamford, CT
AUM $2.6BTEAM 12REPS 6
Kensington Asset Management, LLC
RIAAustin, TX
AUM $2.6BTEAM 17REPS 8
Compass Capital Management Inc
RIAMinneapolis, MN
AUM $2.6BTEAM 20REPS 17
Glassman Wealth Services, LLC
RIAVienna, VA
AUM $2.6BTEAM 21REPS 14
MAS Advisors LLC
RIACoral Gables, FL
AUM $2.6BTEAM 13REPS 7
Aspect Capital Limited
RIALondon
AUM $2.6BTEAM 121REPS 6
Cookson Peirce Wealth Management
RIAPittsburgh, PA
AUM $2.6BTEAM 29REPS 23
SSI Investment Management LLC
RIALos Angeles, CA
AUM $2.6BTEAM 25REPS 5
Aventail Capital Group, LP
RIANew York, NY
AUM $2.6BTEAM 23REPS 4
ROW Asset Management, LLC
RIANewport Beach, CA
AUM $2.5BTEAM 20REPS 5
Chickasaw Capital Management, LLC
RIAMemphis, TN
AUM $2.5BTEAM 19REPS 14
RV Capital Management Private Ltd
RIASingapore
AUM $2.5BTEAM 32REPS 4
Phase 3 Capital Management LLC
RIABoca Raton, FL
AUM $2.5BTEAM 9REPS 3
Blackstone Ireland Fund Management Limited
RIADublin
AUM $2.5BTEAM 711REPS 10
Validus Capital LLC
RIAEl Segundo, CA
AUM $2.5BTEAM 18REPS 10
Commerce Investment Advisors, Inc.
RIAKansas City, MO
AUM $2.5BTEAM 34REPS 7
Strategic Blueprint, LLC
RIAAtlanta, GA
AUM $2.5BTEAM 56REPS 58
Mackenzie Investments Asia Limited
RIAHong Kong
AUM $2.5BTEAM 13REPS 6
Discerene Group LP
RIAStamford, CT
AUM $2.5BTEAM 11REPS 5
Cincinnati Asset Management Inc
RIACincinnati, OH
AUM $2.5BTEAM 15REPS 7
Revisor Wealth Management LLC
RIAFairlawn, OH
AUM $2.5BTEAM 11REPS 9
Locorr Fund Management, LLC
RIAExcelsior, MN
AUM $2.5BTEAM 8REPS 3
Dundas Global Investors
RIAEdinburgh
AUM $2.5BTEAM 15REPS 9
Other AUM ranges
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