RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Beaird Harris
RIADallas, TX
AUM $2.3BTEAM 19REPS 18
Waratah Capital Advisors Ltd.
RIAToronto Ontario
AUM $2.3BTEAM 43REPS 3
Coliseum Capital Management, LLC
RIANorwalk, CT
AUM $2.3BTEAM 15REPS 4
Focused Wealth Management, Inc.
RIANewburgh, NY
AUM $2.3BTEAM 19REPS 11
Sandton Capital Partners, LP
RIANew York, NY
AUM $2.3BTEAM 24REPS 3
Access Holdings Management Company LLC
RIABaltimore, MD
AUM $2.3BTEAM 38REPS 2
Sather Financial Group, Inc.
RIAVictoria, TX
AUM $2.3BTEAM 9REPS 9
Cramer Rosenthal Mcglynn LLC
RIAStamford, CT
AUM $2.3BTEAM 24REPS 4
Wil, LLC
RIAPalo Alto, CA
AUM $2.3BTEAM 45REPS 2
California Financial Advisors
RIASan Ramon, CA
AUM $2.3BTEAM 14REPS 14
Emerald Investment Advisers, LLC
RIALeola, PA
AUM $2.3BTEAM 12REPS 3
Waterloo Capital
RIAAustin, TX
AUM $2.3BTEAM 64REPS 52
Rubicon Founders, LLC
RIANashville, TN
AUM $2.3BTEAM 54REPS 3
Excellere Partners
RIADenver, CO
AUM $2.3BTEAM 26REPS 6
Logos Global Management, L.P.
RIASan Francisco, CA
AUM $2.3BTEAM 9REPS 4
Rather & Kittrell, Inc.
RIAKnoxville, TN
AUM $2.3BTEAM 32REPS 20
M Square Investimentos LtdA.
RIASao Paulo
AUM $2.3BTEAM 22REPS 8
APC Asset Development I, LP
RIANewport Beach, CA
AUM $2.3BTEAM 46REPS 4
Pacific Income Advisers Inc
RIAEl Segundo, CA
AUM $2.2BTEAM 14REPS 8
Alken Asset Management Ltd
RIALondon
AUM $2.2BTEAM 18REPS 2
Cornerstone Advisory
RIAHunt Valley, MD
AUM $2.2BTEAM 19REPS 9
Teng Yue Partners, L.P.
RIANew York, NY
AUM $2.2BTEAM 29REPS 4
Avalor Investment Ag
RIAZurich
AUM $2.2BTEAM 20REPS 11
Valuequest Investment Advisors Private Ltd
RIAMumbai
AUM $2.2BTEAM 94REPS 12
Other AUM ranges
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