RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
AGTB FUND MANAGER, LLC
RIANew York, NY
AUM $4.5BTEAM 239REPS 4
GOELZER INVESTMENT MANAGEMENT
RIACARMEL, IN
AUM $4.5BTEAM 34REPS 25
OIC
RIANew York, NY
AUM $4.5BTEAM 46REPS 4
GREYCROFT LP
RIANew York, NY
AUM $4.5BTEAM 54REPS 6
HALSEYPOINT ASSET MANAGEMENT
RIAEL SEGUNDO, CA
AUM $4.5BTEAM 13REPS 2
CAPITOLIS ADVISORS LLC
RIANew York, NY
AUM $4.5BTEAM 68REPS 5
VENROCK ADVISER, LLC
RIANew York, NY
AUM $4.5BTEAM 11REPS 3
PERFORMA LIMITED (US), LLC
RIACHARLESTON, SC
AUM $4.5BTEAM 18REPS 6
EVANSTON CAPITAL MANAGEMENT, LLC
RIAEVANSTON, IL
AUM $4.5BTEAM 28REPS 9
CLIFFORD SWAN INVESTMENT COUNSELORS
RIAPASADENA, CA
AUM $4.5BTEAM 40REPS 20
BRIGHTON PARK CAPITAL
RIAGREENWICH, CT
AUM $4.5BTEAM 56REPS 3
CONNECTICUT WEALTH MANAGEMENT, LLC
RIAFARMINGTON, CT
AUM $4.5BTEAM 74REPS 50
ELEMENTUM ADVISORS, LLC
RIACHICAGO, IL
AUM $4.5BTEAM 39REPS 7
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC
RIANew York, NY
AUM $4.5BTEAM 290REPS 3
PARADIGM BIOCAPITAL ADVISORS LP
RIANew York, NY
AUM $4.5BTEAM 11REPS 2
CX INSTITUTIONAL, LLC
RIAAUBURN, IN
AUM $4.5BTEAM 130REPS 76
LUMINARX CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $4.5BTEAM 27REPS 4
BANNER OAK CAPITAL PARTNERS, LP
RIADALLAS, TX
AUM $4.5BTEAM 9REPS 5
BLUESPRUCE
RIACHICAGO, IL
AUM $4.5BTEAM 10REPS 5
BIENVILLE CAPITAL MANAGEMENT, LLC
RIANew York, NY
AUM $4.5BTEAM 27REPS 9
VALLEY FORGE CAPITAL MANAGEMENT
RIAMIAMI, FL
AUM $4.4BTEAM 9REPS 2
PROVENANCE WEALTH ADVISORS
RIAFort Lauderdale, FL
AUM $4.4BTEAM 52REPS 19
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
RIASAN JUAN, PR
AUM $4.4BTEAM 3REPS 3
BEACON TRUST
RIAMORRISTOWN, NJ
AUM $4.4BTEAM 51REPS 39
Other AUM ranges
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