RIAs: $1B – $5B AUM

3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Blue Grotto Capital, LLC

RIA

Atlanta, GA

AUM $2.1BTEAM 6REPS 2

Ameraudi Asset Management, Inc.

RIA

New York, NY

AUM $2.1BTEAM 15REPS 14

Long Ridge Equity Partners

RIA

New York, NY

AUM $2.1BTEAM 27REPS 5

Quadrant Private Wealth Management, LLC

RIA

Center Valley, PA

AUM $2.1BTEAM 19REPS 12

Alpine Associates Management Inc.

RIA

Palm Beach, FL

AUM $2.1BTEAM 26REPS 8

Ascentis Independent Advisors, LLC

RIA

Dallas, TX

AUM $2.1BTEAM 43REPS 47

Sundance Bay

RIA

Salt Lake City , UT

AUM $2.1BTEAM 69REPS 6

Emerald Mutual Fund Advisers Trust

RIA

Leola, PA

AUM $2.1BTEAM 10REPS 4

Adell Harriman & Carpenter

RIA

Houston, TX

AUM $2.1BTEAM 13REPS 6

Columbia Capital Management, LLC

RIA

Merriam, KS

AUM $2.1BTEAM 18REPS 8

First Heartland Consultants, Inc.

RIA

Lake St Louis, MO

AUM $2.1BTEAM 96REPS 94

Goldfinch Partners

RIA

Bellevue, WA

AUM $2.1BTEAM 8REPS 4

Narwhal Capital Management

RIA

Marietta, GA

AUM $2.1BTEAM 18REPS 11

Squadra Investments - Gestao de Recursos LtdA.

RIA

Rio De Janeiro

AUM $2.1BTEAM 27REPS 5

Carrick Capital Partners

RIA

San Francisco, CA

AUM $2.1BTEAM 17REPS 3

Aris Management, LLC

RIA

New York, NY

AUM $2.1BTEAM 3564REPS 5

Zanbato Advisors LLC

RIA

Mountain View, CA

AUM $2.1BTEAM 11REPS 3

Maren Capital

RIA

Chicago, IL

AUM $2.1BTEAM 6REPS 4

Indivisible Partners

RIA

Clearwater, FL

AUM $2.1BTEAM 24REPS 34

True Wind Capital Management, L.P.

RIA

San Francisco, CA

AUM $2.1BTEAM 28REPS 4

River Canyon Fund Management LLC

RIA

Dallas, TX

AUM $2.1BTEAM 161REPS 7

Gillson Capital

RIA

Chicago, IL

AUM $2.1BTEAM 16REPS 3

Basis Management Group LLC

RIA

New York, NY

AUM $2.1BTEAM 52REPS 3

Eubel Brady & Suttman

RIA

Miamisburg, OH

AUM $2.1BTEAM 34REPS 19

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo