RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
C-BRIDGE CAPITAL LLC
RIANew York, NY
AUM $4.6BTEAM 8REPS 2
VERDENCE CAPITAL ADVISORS, LLC
RIAHUNT VALLEY, MD
AUM $4.6BTEAM 52REPS 34
CAXTON ASSOCIATES (USA) LLC
RIANew York, NY
AUM $4.6BTEAM 25REPS 6
BOWEN, HANES & CO INC
RIAPONTE VEDRA, FL
AUM $4.6BTEAM 10REPS 3
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
RIABOSTON, MA
AUM $4.6BTEAM 22REPS 4
PANTHEON
RIALONDON
AUM $4.6BTEAM 406REPS 4
ANCORA ADVISORS LLC
RIAMAYFIELD HEIGHTS, OH
AUM $4.6BTEAM 46REPS 12
QUOTIENT WEALTH PARTNERS, LLC
RIADALLAS, TX
AUM $4.6BTEAM 60REPS 34
TEMPLETON INVESTMENT COUNSEL, LLC
RIAFort Lauderdale, FL
AUM $4.6BTEAM 31REPS 5
SEVEN BRIDGES ADVISORS LLC
RIANew York, NY
AUM $4.6BTEAM 23REPS 4
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC
RIANew York, NY
AUM $4.6BTEAM 5REPS 6
FUNDSTRAT CAPITAL
RIANew York, NY
AUM $4.6BTEAM 3REPS 3
BAKER TILLY WEALTH MANAGEMENT, LLC
RIAMADISON, WI
AUM $4.6BTEAM 32REPS 30
STABLE ASSET MANAGEMENT LP
RIANew York, NY
AUM $4.6BTEAM 21REPS 2
BTC CAPITAL MANAGEMENT
RIADES MOINES, IA
AUM $4.6BTEAM 17REPS 14
1932 INVESTMENT MANAGEMENT
RIANEWARK, NJ
AUM $4.6BTEAM 6REPS 2
GLOBEFLEX CAPITAL LP
RIASAN DIEGO, CA
AUM $4.6BTEAM 26REPS 8
CASTLEARK MANAGEMENT LLC
RIACHICAGO, IL
AUM $4.6BTEAM 28REPS 9
ARBOR REALTY COLLATERAL MANAGEMENT, LLC
RIAUNIONDALE, NY
AUM $4.6BTEAM 50REPS 5
TWIN FOCUS CAPITAL PARTNERS, LLC
RIABOSTON, MA
AUM $4.6BTEAM 37REPS 19
BOSTON TRUST WALDEN INC.
RIABOSTON, MA
AUM $4.6BTEAM 32REPS 7
DEEPCURRENTS INVESTMENT GROUP LLC
RIANew York, NY
AUM $4.6BTEAM 12REPS 5
MCR FUND MANAGEMENT LLC
RIACOPPELL, TX
AUM $4.6BTEAM 60REPS 3
PORTMAN SQUARE CAPITAL LLP
RIALONDON
AUM $4.6BTEAM 27REPS 8
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?