RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
683 Capital Management, LLC
RIANew York, NY
AUM $2.4BTEAM 10REPS 4
Long Focus Capital Management LLC
RIASan Juan, PR
AUM $2.4BTEAM 11REPS 3
SR One Capital Management, LP
RIARedwood City, CA
AUM $2.4BTEAM 28REPS 4
Prodigy Asset Management LLC
RIAOmaha, NE
AUM $2.4BTEAM 9REPS 6
Howe And Rusling, Inc.
RIARochester, NY
AUM $2.4BTEAM 26REPS 12
Blackrock Asset Management Schweiz AG
RIAZurich
AUM $2.4BTEAM 129REPS 5
Permian
RIADallas, TX
AUM $2.4BTEAM 12REPS 3
3650 REIT Investment Management LLC
RIAMiami, FL
AUM $2.4BTEAM 16REPS 5
Bleichroeder LP
RIANew York, NY
AUM $2.4BTEAM 7REPS 1
Nichols & Pratt Advisers LLP
RIABoston, MA
AUM $2.4BTEAM 20REPS 6
Comvest Advisors LLC
RIAWest Palm Beach, FL
AUM $2.4BTEAM 150REPS 7
The Milestone Real Estate Group, LP
RIADallas, TX
AUM $2.4BTEAM 33REPS 5
Paceline Equity Partners, LLC
RIADallas, TX
AUM $2.4BTEAM 40REPS 4
Rock Springs Capital
RIABaltimore, MD
AUM $2.4BTEAM 17REPS 4
Requisite Capital Management LLC
RIADallas, TX
AUM $2.4BTEAM 11REPS 7
Valeas Capital Partners
RIASan Francisco, CA
AUM $2.4BTEAM 18REPS 2
Manitou Investment Management Ltd.
RIAToronto Ontario
AUM $2.4BTEAM 21REPS 13
Boulay Wealth
RIAEden Prairie, MN
AUM $2.4BTEAM 44REPS 37
Traynor Capital Management
RIAMalvern, PA
AUM $2.4BTEAM 12REPS 7
Dark Forest Capital Management LP
RIANew York, NY
AUM $2.4BTEAM 14REPS 2
Wealth Architects, LLC
RIAMountain View, CA
AUM $2.4BTEAM 23REPS 17
Corecommodity Management, LLC
RIAStamford, CT
AUM $2.4BTEAM 30REPS 6
Sterling Investment Management
RIAWest Palm Beach, FL
AUM $2.4BTEAM 52REPS 7
Sarofim International Management Co
RIAHouston, TX
AUM $2.4BTEAM 26REPS 19
Other AUM ranges
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