RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Nexphase Capital, LP
RIANew York, NY
AUM $2.1BTEAM 31REPS 7
RP Management, LLC
RIANew York, NY
AUM $2.1BTEAM 2REPS 2
Kintegral Advisory, LLC
RIANew York, NY
AUM $2.1BTEAM 11REPS 5
NFC Investments, LLC
RIAMemphis, TN
AUM $2.1BTEAM 9REPS 6
Pinnacle Advisors
RIAMansfield, OH
AUM $2.1BTEAM 35REPS 19
Intermede Global Partners Inc
RIASan Francisco, CA
AUM $2.1BTEAM 4REPS 3
Next Capital Management LLC
RIANew York, NY
AUM $2.1BTEAM 23REPS 11
Fernbridge Capital Management LP
RIALos Angeles, CA
AUM $2.1BTEAM 11REPS 3
GMO Singapore Pte. Limited
RIASingapore
AUM $2.1BTEAM 15REPS 7
Lawley Retirement Advisors
RIABuffalo, NY
AUM $2.1BTEAM 12REPS 10
Orleans Capital Management Corp
RIAMandeville, LA
AUM $2.1BTEAM 12REPS 9
Roundview Capital, LLC
RIAPrinceton, NJ
AUM $2.1BTEAM 13REPS 7
SIR Capital Management L.P.
RIANew York, NY
AUM $2.1BTEAM 17REPS 8
Doubleline ETF Adviser LP
RIATampa, FL
AUM $2.1BTEAM 259REPS 2
Okabena Investment Services Inc
RIAMinneapolis, MN
AUM $2.1BTEAM 18REPS 8
Tower Arch Capital
RIADraper, UT
AUM $2.1BTEAM 24REPS 6
Enlightenment Capital
RIAChevy Chase, MD
AUM $2.1BTEAM 18REPS 4
Westview Capital Management LLC
RIABoston, MA
AUM $2.1BTEAM 20REPS 3
Velocity Capital Advisors LLC
RIANew York, NY
AUM $2.1BTEAM 13REPS 3
Suncoast Equity Management, LLC
RIATampa, FL
AUM $2.1BTEAM 12REPS 7
Blue Swell Asset Management Private Limited
RIASingapore
AUM $2.1BTEAM 9REPS 2
New England Retirement Consultants, LLC
RIABoston, MA
AUM $2.1BTEAM 3REPS 4
Vanderbilt Advisory Services
RIAWoodbury, NY
AUM $2.1BTEAM 161REPS 164
Distillate Capital Partners LLC
RIAChicago, IL
AUM $2.1BTEAM 4REPS 4
Other AUM ranges
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