RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Rockbridge Growth Equity Management, L.P.
RIADetroit, MI
AUM $1.8BTEAM 20REPS 6
RIA Advisors
RIAHouston, TX
AUM $1.8BTEAM 16REPS 14
Kanawha Capital Management, LLC
RIARichmond, VA
AUM $1.8BTEAM 11REPS 3
Palisades Hudson Asset Management, L.P.
RIAFort Lauderdale, FL
AUM $1.8BTEAM 14REPS 9
Lightbay Capital
RIALos Angeles, CA
AUM $1.8BTEAM 29REPS 2
Rockbridge Investment Management, LLC
RIASyracuse, NY
AUM $1.8BTEAM 18REPS 13
Azzad Asset Management, Inc.
RIAFalls Church, VA
AUM $1.8BTEAM 18REPS 13
Silver Oak Services Partners,LLC
RIAEvanston, IL
AUM $1.8BTEAM 25REPS 3
Impactive Capital LP
RIANew York, NY
AUM $1.8BTEAM 11REPS 3
Coalesce Capital Management LLC
RIANew York, NY
AUM $1.8BTEAM 23REPS 2
Old Orchard Capital Management LP
RIANew York, NY
AUM $1.8BTEAM 19REPS 4
Independence Square Holdings, LLC
RIAKing Of Prussia, PA
AUM $1.8BTEAM 37REPS 40
A&M Private Wealth Partners, LLC
RIAWest Palm Beach, FL
AUM $1.8BTEAM 28REPS 19
The Molpus Woodlands Group, LLC
RIARidgeland, MS
AUM $1.8BTEAM 112REPS 14
Aristotle Capital Boston, LLC
RIABoston, MA
AUM $1.8BTEAM 9REPS 12
Cloverlay Investment Management, LLC
RIAConshohocken, PA
AUM $1.8BTEAM 18REPS 5
White Oak Partners Investment Advisor, LLC
RIAColumbus, OH
AUM $1.8BTEAM 8REPS 3
D2 Asset Management
RIADallas, TX
AUM $1.8BTEAM 34REPS 3
Helix Partners Management LP
RIANew York, NY
AUM $1.8BTEAM 14REPS 3
Berman Mcaleer
RIATimonium, MD
AUM $1.8BTEAM 29REPS 14
Cacti Asset Management, LLC
RIAAUM $1.8BTEAM 1REPS 6
Heitman Real Estate Securities LLC
RIAChicago, IL
AUM $1.8BTEAM 141REPS 6
Gordian Capital Japan Limited
RIATokyo
AUM $1.8BTEAM 23REPS 4
Ridgewood Infrastructure
RIANew York, NY
AUM $1.8BTEAM 17REPS 6
Other AUM ranges
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