RIAs: $1B – $5B AUM

3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

EOS Real Estate Investors LLC

RIA

New York, NY

AUM $1.8BTEAM 26REPS 5

Morgan Creek Capital Management, LLC

RIA

Chapel Hill, NC

AUM $1.8BTEAM 29REPS 3

Blueprint Capital Advisors LLC

RIA

Short Hills, NJ

AUM $1.8BTEAM 8REPS 2

Mitchell Sinkler & Starr

RIA

Philadelphia, PA

AUM $1.8BTEAM 9REPS 7

Metropolitan Partners Group Management, LLC

RIA

New York, NY

AUM $1.8BTEAM 51REPS 3

Monogram Capital Management, L.P.

RIA

Beverly Hills, CA

AUM $1.8BTEAM 11REPS 2

QVT Financial LP

RIA

New York, NY

AUM $1.8BTEAM 31REPS 7

Governors Lane LP

RIA

New York, NY

AUM $1.8BTEAM 20REPS 4

Aquarian Holdings Management LLC

RIA

New York, NY

AUM $1.8BTEAM 64REPS 5

TFC Financial Management, Inc.

RIA

Boston, MA

AUM $1.8BTEAM 22REPS 13

Nonantum Capital Partners

RIA

Boston, MA

AUM $1.8BTEAM 25REPS 8

Bitterroot Capital Advisors LLC

RIA

Bozeman, MT

AUM $1.8BTEAM 7REPS 3

Alta Park Capital, LP

RIA

San Francisco, CA

AUM $1.8BTEAM 16REPS 6

Healthquest Capital Management, L.P.

RIA

Austin, TX

AUM $1.8BTEAM 28REPS 3

Great Point Partners, LLC

RIA

Greenwich, CT

AUM $1.8BTEAM 28REPS 3

Auxano Advisors

RIA

Bellevue, WA

AUM $1.8BTEAM 15REPS 9

Oak Associates Ltd

RIA

Akron, OH

AUM $1.8BTEAM 8REPS 3

Andalusian Private Capital, LP

RIA

New York, NY

AUM $1.8BTEAM 12REPS 3

Vista Credit Bdc Management, L.P.

RIA

New York, NY

AUM $1.8BREPS 8

Regent Properties

RIA

Los Angeles, CA

AUM $1.8BTEAM 28REPS 8

Mainline West Fund Manager LLC

RIA

Denver, CO

AUM $1.8BTEAM 5REPS 4

Linden Thomas Advisory Services, LLC

RIA

Charlotte, NC

AUM $1.8BTEAM 14REPS 12

Marco Investment Management LLC

RIA

Atlanta, GA

AUM $1.8BTEAM 9REPS 6

Aligned Climate Capital LLC

RIA

New York, NY

AUM $1.8BTEAM 18REPS 5

Other AUM ranges

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