RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Mudita Management
RIALondon
AUM $2.4BTEAM 7REPS 3
Paradigm Capital Management, Inc.
RIAAlbany, NY
AUM $2.4BTEAM 12REPS 5
New 2nd Capital
RIANew York, NY
AUM $2.4BTEAM 20REPS 5
Yellow Wood Partners
RIABoston, MA
AUM $2.4BTEAM 22REPS 2
Simmons L E & Associates Inc
RIAHouston, TX
AUM $2.4BTEAM 23REPS 4
Strive Asset Management
RIADallas, TX
AUM $2.4BTEAM 33REPS 4
Anchor Capital Advisors LLC
RIABoston, MA
AUM $2.4BTEAM 42REPS 19
Check Capital Management Inc
RIACosta Mesa, CA
AUM $2.4BTEAM 12REPS 9
Commodore Capital
RIANew York, NY
AUM $2.4BTEAM 12REPS 4
Cendana Capital
RIASan Francisco, CA
AUM $2.4BTEAM 13REPS 3
EOC Partners Advisors L.P.
RIAHouston, TX
AUM $2.4BTEAM 7REPS 3
Whitman/Peterson, LLC
RIAWestlake Village, CA
AUM $2.4BTEAM 26REPS 4
Granahan Investment Management LLC
RIAWaltham, MA
AUM $2.4BTEAM 20REPS 5
Fidelity Management & Research (Japan) Limited
RIAMinatoku Tokyo
AUM $2.4BTEAM 12REPS 9
Dundas Global Investors
RIAEdinburgh
AUM $2.4BTEAM 14REPS 8
Cartenna Capital
RIAStamford, CT
AUM $2.4BTEAM 9REPS 5
Stairway Partners, LLC
RIAMinneapolis, MN
AUM $2.4BTEAM 5REPS 5
Gemmer Asset Management LLC
RIAWalnut Creek, CA
AUM $2.4BTEAM 16REPS 9
Claret Asset Management Corp
RIAMontreal
AUM $2.4BTEAM 44REPS 5
Apollo Capital Credit Adviser, LLC
RIANew York, NY
AUM $2.4BTEAM 3564REPS 6
Mission Prime LLC
RIAGuaynabo, PR
AUM $2.3BTEAM 2REPS 2
IFC Advisors LLC
RIALos Angeles, CA
AUM $2.3BTEAM 18REPS 10
Corient Shc Wealth Management (US) LP
RIAPhiladelphia, PA
AUM $2.3BTEAM 36REPS 5
Spruceview Capital Partners LLC
RIADenver, CO
AUM $2.3BTEAM 25REPS 3
Other AUM ranges
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