RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Verus Capital Partners, LLC
RIAScottsdale, AZ
AUM $2.3BTEAM 68REPS 48
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 9
Fidelis Capital
RIATampa, FL
AUM $2.3BTEAM 22REPS 15
Clocktower Group, L.P.
RIASanta Monica, CA
AUM $2.3BTEAM 28REPS 3
Resolution Capital (US) Limited
RIARye Brook, NY
AUM $2.3BTEAM 2REPS 6
Lazard Asset Management Canada Inc
RIANew York, NY
AUM $2.3BREPS 4
Sellwood Investment Partners LLC
RIAPortland, OR
AUM $2.3BTEAM 16REPS 8
Gamma Investing LLC
RIAAUM $2.3BTEAM 7REPS 8
Vanbarton Group LLC
RIANew York, NY
AUM $2.3BTEAM 28REPS 4
Asset Value Investors Limited
RIALondon
AUM $2.3BTEAM 23REPS 9
Grant Tani Barash & Altman, LLC
RIABeverly Hills, CA
AUM $2.3BTEAM 89REPS 8
Moneco Advisors
RIAFairfield, CT
AUM $2.3BTEAM 66REPS 46
Sound View Wealth Advisors Group, LLC
RIASavannah, GA
AUM $2.3BTEAM 19REPS 9
Quantum Advisors Private Limited
RIAMumbai
AUM $2.3BTEAM 57REPS 11
Gateway Wealth Partners, LLC
RIAAppleton, WI
AUM $2.3BTEAM 83REPS 98
Traphagen Financial Group
RIAOradell, NJ
AUM $2.3BTEAM 18REPS 17
Arroyo Energy Investment Partners LLC
RIASpring, TX
AUM $2.3BTEAM 20REPS 7
Stonebridge Financial Group, LLC
RIAWormleysburg, PA
AUM $2.3BTEAM 29REPS 25
JDL Advisers
RIANewport Beach, CA
AUM $2.3BTEAM 10REPS 12
YHB Investment Advisors Inc
RIAWest Hartford, CT
AUM $2.3BTEAM 30REPS 20
Vestor Capital, LLC
RIAChicago, IL
AUM $2.3BTEAM 27REPS 24
DW Partners, LP
RIANew York, NY
AUM $2.3BTEAM 41REPS 5
Other AUM ranges
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