RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Freedom Funds Management Co
RIADenver, CO
AUM $1.9BTEAM 9REPS 1
Main Management, LLC
RIASan Francisco, CA
AUM $1.9BTEAM 27REPS 26
Numerai
RIASan Francisco, CA
AUM $1.9BTEAM 12REPS 2
JAG Capital Management LLC
RIASaint Louis, MO
AUM $1.9BTEAM 21REPS 17
Tributary Capital Management, LLC
RIAOmaha, NE
AUM $1.9BTEAM 19REPS 10
DWS Investments Australia Limited
RIASydney
AUM $1.9BTEAM 25REPS 7
Saratoga Management Company LLC
RIANew York, NY
AUM $1.9BTEAM 7REPS 3
Saratoga Investment Advisors, LLC
RIANew York, NY
AUM $1.9BTEAM 28REPS 3
Halifax Investment Management, L.L.C.
RIARaleigh, NC
AUM $1.9BTEAM 18REPS 5
Bpoc
RIAChicago, IL
AUM $1.9BTEAM 17REPS 3
SP Asset Management LLC
RIACupertino, CA
AUM $1.9BTEAM 3REPS 6
Avenue Asia Capital Management, L.P.
RIANew York, NY
AUM $1.9BTEAM 183REPS 5
Whittier Advisors, LLC
RIANewport Beach, CA
AUM $1.9BTEAM 7REPS 13
RHO Treasury
RIANew York, NY
AUM $1.9BTEAM 4REPS 1
BOW Wave Capital Management, LP
RIANew York, NY
AUM $1.9BTEAM 3REPS 2
Clarion Capital Partners, LLC
RIANew York, NY
AUM $1.9BTEAM 38REPS 4
Treville Capital Management LLC
RIANew York, NY
AUM $1.9BTEAM 31REPS 4
Endeavour Capital
RIAPortland, OR
AUM $1.9BTEAM 24REPS 8
Broad Bay Capital Management LP
RIANew York, NY
AUM $1.9BTEAM 10REPS 2
True Link Financial Advisors
RIASan Francisco, CA
AUM $1.9BTEAM 7REPS 8
Retirement Management Systems
RIALeonardtown, MD
AUM $1.9BTEAM 11REPS 5
Eton Advisors
RIAChapel Hill, NC
AUM $1.9BTEAM 11REPS 10
Granite Partners
RIASaint Cloud, MN
AUM $1.9BTEAM 34REPS 4
Liberty Street Advisors, Inc.
RIANew York, NY
AUM $1.9BTEAM 19REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?