RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
GSV Equity Holdings, LLC
RIAKnoxville, TN
AUM $4.6BTEAM 44REPS 5
Sandbrook Capital Management LP
RIAStamford, CT
AUM $4.6BTEAM 29REPS 7
Hull Street Energy
RIABethesda, MD
AUM $4.6BTEAM 32REPS 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 2
Dwight Investment 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 40
Hawk Ridge Capital Management LP
RIALos Angeles, CA
AUM $4.5BTEAM 23REPS 7
Signalfire
RIASan Francisco, CA
AUM $4.5BTEAM 50REPS 1
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 51
Spire Wealth Management, LLC
RIAMclean, VA
AUM $4.5BTEAM 145REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?