RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Capital Z Partners Management, LLC
RIANaples, FL
AUM $1.9BTEAM 5REPS 4
Lorient Capital Management, LLC
RIAMiami, FL
AUM $1.9BTEAM 29REPS 1
Alliance Partners LLC
RIAChevy Chase, MD
AUM $1.9BTEAM 21REPS 5
PCM Encore, LLC
RIAAspen, CO
AUM $1.9BTEAM 14REPS 9
Sisung Investment Management Services LLC
RIAMetairie, LA
AUM $1.9BTEAM 7REPS 6
Brooke Private Equity Associates Management LLC
RIABoston, MA
AUM $1.9BTEAM 19REPS 6
SCS
RIABellevue, WA
AUM $1.9BTEAM 46REPS 32
Voss Capital, LP
RIAHouston, TX
AUM $1.9BTEAM 11REPS 2
Radian Capital LLC
RIANew York, NY
AUM $1.9BTEAM 28REPS 4
Elda River Capital Management, LLC
RIAHouston, TX
AUM $1.9BTEAM 15REPS 4
Ashmore Investment Advisors Limited
RIALondon
AUM $1.9BTEAM 152REPS 7
Parabellum Capital LLC
RIANew York, NY
AUM $1.9BTEAM 18REPS 4
Penn Capital Management Company, LLC
RIAPhiladelphia, PA
AUM $1.9BTEAM 16REPS 5
RVW Wealth LLC
RIALos Angeles, CA
AUM $1.9BTEAM 12REPS 10
Rose Grove Capital Management, LLC
RIAWellesley, MA
AUM $1.9BTEAM 15REPS 3
Diversified Portfolios, Inc.
RIABloomfield Hills, MI
AUM $1.9BTEAM 19REPS 11
CFO4Life
RIACoppell, TX
AUM $1.9BTEAM 22REPS 11
FS Specialty Lending Advisor, LLC
RIAPhiladelphia, PA
AUM $1.9BTEAM 177REPS 7
E2P
RIAChicago, IL
AUM $1.9BTEAM 19REPS 3
Nexpoint Real Estate Advisors VII, L.P.
RIADallas, TX
AUM $1.9BTEAM 2REPS 5
Hein Park Capital Management LP
RIANew York, NY
AUM $1.9BTEAM 16REPS 3
Rebalance LLC
RIAPalo Alto, CA
AUM $1.9BTEAM 18REPS 9
Fourthought Financial Partners, LLC
RIAVenice, FL
AUM $1.9BTEAM 20REPS 11
Meyers Wealth Management, LLC
RIAColumbus, OH
AUM $1.9BTEAM 10REPS 9
Other AUM ranges
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