RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Swan Global Management
RIAHumacao, PR
AUM $2.4BTEAM 3REPS 4
One River Asset Management, LLC
RIAStamford, CT
AUM $2.4BTEAM 22REPS 9
Parsons Capital Management Inc
RIAProvidence, RI
AUM $2.4BTEAM 22REPS 14
Castle Rock Advisors LLC
RIABoston, MA
AUM $2.4BTEAM 33REPS 12
Mudita Management
RIALondon
AUM $2.4BTEAM 7REPS 3
Paradigm Capital Management, Inc.
RIAAlbany, NY
AUM $2.4BTEAM 12REPS 5
Yellow Wood Partners
RIABoston, MA
AUM $2.4BTEAM 22REPS 2
Simmons L E & Associates Inc
RIAHouston, TX
AUM $2.4BTEAM 23REPS 4
Waddell & Associates, LLC
RIAMemphis, TN
AUM $2.4BTEAM 21REPS 11
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
Tradition Wealth Management LLC
RIAEdina, MN
AUM $2.4BTEAM 32REPS 23
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
Icon Infrastructure North America Inc.
RIANew York, NY
AUM $2.4BTEAM 17REPS 3
Cartenna Capital
RIAStamford, CT
AUM $2.4BTEAM 9REPS 5
New 2nd Capital
RIANew York, NY
AUM $2.4BTEAM 20REPS 6
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
Other AUM ranges
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