RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
MSR CAPITAL PARTNERS, LLC
RIANew York, NY
AUM $4.6BTEAM 13REPS 6
SANDBROOK CAPITAL MANAGEMENT LP
RIASTAMFORD, CT
AUM $4.6BTEAM 29REPS 7
HULL STREET ENERGY
RIABETHESDA, MD
AUM $4.6BTEAM 32REPS 5
GSV EQUITY HOLDINGS, LLC
RIAKNOXVILLE, TN
AUM $4.6BTEAM 44REPS 5
TENEX CAPITAL MANAGEMENT, L.P.
RIANew York, NY
AUM $4.6BTEAM 35REPS 7
CORVEX MANAGEMENT LP
RIANew York, NY
AUM $4.6BTEAM 16REPS 4
QHP CAPITAL, L.P.
RIARALEIGH, NC
AUM $4.6BTEAM 25REPS 6
WHARTON BUSINESS GROUP, LLC
RIAMALVERN, PA
AUM $4.6BTEAM 5REPS 3
ZEVENBERGEN CAPITAL INVESTMENTS LLC
RIAEDMONDS, WA
AUM $4.6BTEAM 24REPS 15
THOMPSON STREET CAPITAL MANAGER LLC
RIASAINT LOUIS, MO
AUM $4.6BTEAM 43REPS 3
WAUD CAPITAL PARTNERS
RIACHICAGO, IL
AUM $4.6BTEAM 65REPS 3
DWIGHT SECURITIES MANAGEMENT LLC
RIASUNNY ISLES BEACH, FL
AUM $4.6BTEAM 41REPS 4
BROWN CAPITAL MANAGEMENT, LLC
RIABALTIMORE, MD
AUM $4.5BTEAM 37REPS 10
CONIFER MANAGEMENT, LLC
RIANew York, NY
AUM $4.5BTEAM 29REPS 5
FRANKLIN STREET ADVISORS INC.
RIACHAPEL HILL, NC
AUM $4.5BTEAM 40REPS 24
JFG FAMILY OFFICE
RIADENVER, CO
AUM $4.5BTEAM 62REPS 42
HAWK RIDGE CAPITAL MANAGEMENT LP
RIALos Angeles, CA
AUM $4.5BTEAM 23REPS 7
SIGNALFIRE
RIASAN FRANCISCO, CA
AUM $4.5BTEAM 50REPS 3
H/2 CAPITAL PARTNERS
RIASTAMFORD, CT
AUM $4.5BTEAM 18REPS 3
INNOVATION X ADVISORS
RIAROCKVILLE, MD
AUM $4.5BTEAM 4REPS 2
CWA ASSET MANAGEMENT GROUP
RIANAPLES, FL
AUM $4.5BTEAM 67REPS 45
SPIRE WEALTH MANAGEMENT, LLC
RIAMCLEAN, VA
AUM $4.5BTEAM 145REPS 71
AGTB FUND MANAGER, LLC
RIANew York, NY
AUM $4.5BTEAM 239REPS 4
GOELZER INVESTMENT MANAGEMENT
RIACARMEL, IN
AUM $4.5BTEAM 34REPS 25
Other AUM ranges
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