RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Metropolitan Partners Group Management, LLC
RIANew York, NY
AUM $1.8BTEAM 51REPS 3
Monogram Capital Management, L.P.
RIABeverly Hills, CA
AUM $1.8BTEAM 11REPS 2
QVT Financial LP
RIANew York, NY
AUM $1.8BTEAM 31REPS 7
Governors Lane LP
RIANew York, NY
AUM $1.8BTEAM 20REPS 4
Parkwoods Wealth Partners, LLC
RIAClayton, MO
AUM $1.8BTEAM 49REPS 36
Stafford Capital Partners Inc.
RIAAustin, TX
AUM $1.8BTEAM 15REPS 10
Aquarian Holdings Management LLC
RIANew York, NY
AUM $1.8BTEAM 64REPS 5
TFC Financial Management, Inc.
RIABoston, MA
AUM $1.8BTEAM 22REPS 13
Nonantum Capital Partners
RIABoston, MA
AUM $1.8BTEAM 25REPS 8
Bitterroot Capital Advisors LLC
RIABozeman, MT
AUM $1.8BTEAM 7REPS 3
Alta Park Capital, LP
RIASan Francisco, CA
AUM $1.8BTEAM 16REPS 6
Blueprint Investment Partners LLC
RIAGreensboro, NC
AUM $1.8BTEAM 9REPS 7
Healthquest Capital Management, L.P.
RIAAustin, TX
AUM $1.8BTEAM 28REPS 2
Great Point Partners, LLC
RIAGreenwich, CT
AUM $1.8BTEAM 28REPS 3
Auxano Advisors
RIABellevue, WA
AUM $1.8BTEAM 15REPS 9
Oak Associates Ltd
RIAAkron, OH
AUM $1.8BTEAM 8REPS 3
Andalusian Private Capital, LP
RIANew York, NY
AUM $1.8BTEAM 12REPS 3
Vista Credit Bdc Management, L.P.
RIANew York, NY
AUM $1.8BREPS 8
Regent Properties
RIALos Angeles, CA
AUM $1.8BTEAM 28REPS 7
Mainline West Fund Manager LLC
RIADenver, CO
AUM $1.8BTEAM 5REPS 4
Linden Thomas Advisory Services, LLC
RIACharlotte, NC
AUM $1.8BTEAM 14REPS 11
Aligned Climate Capital LLC
RIANew York, NY
AUM $1.8BTEAM 18REPS 5
Cahill Financial Advisors, Inc.
RIAEdina, MN
AUM $1.8BTEAM 22REPS 13
West Rim II Ugp, LLC
RIALehi, UT
AUM $1.8BTEAM 30REPS 5
Other AUM ranges
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