RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Greensledge Advisors LLC
RIANew York, NY
AUM $2.3BREPS 1
Oxford Lane Management, LLC
RIAGreenwich, CT
AUM $2.3BTEAM 23REPS 5
Arlington Partners LLC
RIABirmingham, AL
AUM $2.3BTEAM 14REPS 9
Tiptree Advisors, LLC
RIANew York, NY
AUM $2.3BTEAM 13REPS 4
Louisbourg Investments
RIADieppe New Brunswick
AUM $2.3BTEAM 28REPS 4
Sageview Capital LP
RIAGreenwich, CT
AUM $2.3BTEAM 21REPS 4
Summit Financial Strategies Inc
RIAColumbus, OH
AUM $2.3BTEAM 35REPS 20
Mckinley Carter Wealth Services, Inc.
RIAWheeling, WV
AUM $2.3BTEAM 32REPS 27
Summit Wealth Group
RIAColorado Springs, CO
AUM $2.3BTEAM 80REPS 37
Willow Creek Wealth Management, Inc.
RIASebastopol, CA
AUM $2.3BTEAM 23REPS 13
EFG Private Wealth Management (Americas) Corp.
RIAMiami, FL
AUM $2.3BTEAM 56REPS 53
Garnet Credit Management LLC
RIANew York, NY
AUM $2.3BTEAM 14REPS 4
RSW Investments
RIASummit, NJ
AUM $2.3BTEAM 10REPS 5
T. Rowe Price Singapore Private Ltd
RIASingapore
AUM $2.3BTEAM 71REPS 7
TLG Advisors, Inc.
RIASummit, NJ
AUM $2.3BTEAM 290REPS 313
Varadero Capital, L.P.
RIANew York, NY
AUM $2.3BTEAM 27REPS 5
Summit Global Investments, LLC
RIABountiful, UT
AUM $2.3BTEAM 37REPS 100
Verus Capital Partners, LLC
RIAScottsdale, AZ
AUM $2.3BTEAM 68REPS 48
Securis Investment Partners LLP
RIALondon
AUM $2.3BTEAM 64REPS 5
KA Credit Advisors, LLC
RIAHouston, TX
AUM $2.3BTEAM 64REPS 6
Jana Partners Management, LP
RIANew York, NY
AUM $2.3BTEAM 19REPS 6
Cornerstone Management, Inc.
RIADuluth, GA
AUM $2.3BTEAM 19REPS 10
Fidelis Capital
RIATampa, FL
AUM $2.3BTEAM 22REPS 15
Clocktower Group, L.P.
RIASanta Monica, CA
AUM $2.3BTEAM 28REPS 2
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?