RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Frontier Investment Management Partners Ltd.
RIADubai
AUM $2.5BTEAM 28REPS 6
Perennial Financial Services
RIALos Angeles, CA
AUM $2.5BTEAM 71REPS 50
Alphastar Capital Management
RIACornelius, NC
AUM $2.5BTEAM 150REPS 156
Fairview Capital Partners, LLC
RIAWest Hartford, CT
AUM $2.5BTEAM 26REPS 8
Haun Ventures Management LP
RIAMenlo Park, CA
AUM $2.5BTEAM 11REPS 3
Bankers Life Advisory Services, Inc.
RIAChicago, IL
AUM $2.5BTEAM 433REPS 522
Whistler Capital Partners LLC
RIANashville, TN
AUM $2.5BTEAM 9REPS 2
Silver Hill Energy Partners, LP
RIADallas, TX
AUM $2.5BTEAM 49REPS 5
Cornerstone Wealth
RIAHuntersville, NC
AUM $2.5BTEAM 50REPS 30
Concurrent Asset Management, LLC
RIATampa, FL
AUM $2.5BTEAM 3REPS 4
TZP Management Associates, LLC
RIANew York, NY
AUM $2.5BTEAM 37REPS 4
Seizert Capital Partners
RIABirmingham, MI
AUM $2.5BTEAM 17REPS 10
Warwick Partners
RIABryan, TX
AUM $2.5BTEAM 9REPS 4
Redwood Investment Management, LLC
RIAScottsdale, AZ
AUM $2.5BTEAM 39REPS 4
LVW Advisors, LLC
RIAPittsford, NY
AUM $2.5BTEAM 19REPS 9
Reinhart Partners, LLC
RIAMequon, WI
AUM $2.5BTEAM 16REPS 9
OWL Creek Asset Management, L.P.
RIANew York, NY
AUM $2.5BTEAM 30REPS 6
Kepos Capital LP
RIANew York, NY
AUM $2.5BTEAM 40REPS 9
C-III Investment Management LLC
RIANew York, NY
AUM $2.5BTEAM 80REPS 12
Sverica Capital Management
RIABoston, MA
AUM $2.5BTEAM 24REPS 4
Align Ventures
RIAAUM $2.5BTEAM 17REPS 3
Oxbow Advisors, LLC
RIAAustin, TX
AUM $2.5BTEAM 13REPS 12
Incentive As
RIAOslo
AUM $2.5BTEAM 6REPS 7
Everhart Advisors
RIADublin, OH
AUM $2.5BTEAM 59REPS 34
Other AUM ranges
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