RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Twin Focus Capital Partners, LLC
RIABoston, MA
AUM $4.6BTEAM 37REPS 18
Boston Trust Walden Inc.
RIABoston, MA
AUM $4.6BTEAM 32REPS 7
Deepcurrents Investment Group LLC
RIANew York, NY
AUM $4.6BTEAM 12REPS 5
MCR Fund Management LLC
RIACoppell, TX
AUM $4.6BTEAM 60REPS 3
Portman Square Capital LLP
RIALondon
AUM $4.6BTEAM 27REPS 8
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 41
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
Other AUM ranges
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