RIAs: $1B – $5B AUM

3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

Azzad Asset Management, Inc.

RIA

Falls Church, VA

AUM $1.8BTEAM 18REPS 13

Silver Oak Services Partners,LLC

RIA

Evanston, IL

AUM $1.8BTEAM 25REPS 3

Impactive Capital LP

RIA

New York, NY

AUM $1.8BTEAM 11REPS 3

Coalesce Capital Management LLC

RIA

New York, NY

AUM $1.8BTEAM 23REPS 2

Old Orchard Capital Management LP

RIA

New York, NY

AUM $1.8BTEAM 19REPS 4

Independence Square Holdings, LLC

RIA

King Of Prussia, PA

AUM $1.8BTEAM 37REPS 40

A&M Private Wealth Partners, LLC

RIA

West Palm Beach, FL

AUM $1.8BTEAM 28REPS 19

The Molpus Woodlands Group, LLC

RIA

Ridgeland, MS

AUM $1.8BTEAM 112REPS 15

Aristotle Capital Boston, LLC

RIA

Boston, MA

AUM $1.8BTEAM 9REPS 12

Cloverlay Investment Management, LLC

RIA

Conshohocken, PA

AUM $1.8BTEAM 18REPS 5

White Oak Partners Investment Advisor, LLC

RIA

Columbus, OH

AUM $1.8BTEAM 8REPS 3

D2 Asset Management

RIA

Dallas, TX

AUM $1.8BTEAM 34REPS 3

Helix Partners Management LP

RIA

New York, NY

AUM $1.8BTEAM 14REPS 3

Berman Mcaleer

RIA

Timonium, MD

AUM $1.8BTEAM 29REPS 14

Cacti Asset Management, LLC

RIA

AUM $1.8BTEAM 1REPS 6

Heitman Real Estate Securities LLC

RIA

Chicago, IL

AUM $1.8BTEAM 141REPS 6

Gordian Capital Japan Limited

RIA

Tokyo

AUM $1.8BTEAM 23REPS 4

Ridgewood Infrastructure

RIA

New York, NY

AUM $1.8BTEAM 17REPS 6

Parafi Capital LP

RIA

New York, NY

AUM $1.8BTEAM 21REPS 4

C2 Private Wealth

RIA

Novi, MI

AUM $1.8BTEAM 16REPS 15

View Capital Ria, LP

RIA

Dallas, TX

AUM $1.8BTEAM 18REPS 9

Cion Investment Management, LLC

RIA

New York, NY

AUM $1.8BTEAM 27REPS 8

Crescent Cap Advisors, LLC

RIA

Los Angeles, CA

AUM $1.8BREPS 4

Nova Infrastructure Management, LLC

RIA

New York, NY

AUM $1.8BTEAM 19REPS 5

Other AUM ranges

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