RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Linse Capital LLC
RIASan Juan, PR
AUM $1.7BTEAM 5REPS 3
P/E Global LLC
RIABoston, MA
AUM $1.7BTEAM 62REPS 3
Corient Shc Partners (US) LP
RIAPhiladelphia, PA
AUM $1.7BTEAM 36REPS 4
The Praedium Group LLC
RIABoca Raton, FL
AUM $1.7BTEAM 10REPS 3
Oak Ridge Investments, LLC
RIAChicago, IL
AUM $1.7BTEAM 13REPS 4
Seelaus Asset Management, LLC
RIAChatham, NJ
AUM $1.7BTEAM 29REPS 21
American Infrastructure
RIAFoster City, CA
AUM $1.7BTEAM 19REPS 2
Stephens Group Asset Management, LLC
RIALittle Rock, AR
AUM $1.7BTEAM 4REPS 7
North Peak Capital Management, LLC
RIANew York, NY
AUM $1.7BTEAM 7REPS 3
Oldfield Partners LLP
RIALondon
AUM $1.7BTEAM 16REPS 10
KBS Capital Advisors, LLC
RIANewport Beach, CA
AUM $1.7BTEAM 75REPS 6
Liontree Investment Management, LLC
RIANew York, NY
AUM $1.7BTEAM 32REPS 4
Citrin Cooperman Wealth Management, LLC
RIANew York, NY
AUM $1.7BTEAM 9REPS 10
Gilbert & Cook, Inc.
RIAWest Des Moines, IA
AUM $1.7BTEAM 32REPS 19
Raffa Investment Advisers
RIAAUM $1.7BTEAM 9REPS 7
Rothschild Wealth LLC
RIAOak Brook, IL
AUM $1.7BTEAM 27REPS 28
Prescott General Partners LLC
RIABoca Raton, FL
AUM $1.7BTEAM 5REPS 4
Parsifal Capital Management, LP
RIAGreenwich, CT
AUM $1.7BTEAM 11REPS 2
Corundum Group, Inc.
RIAColorado Springs, CO
AUM $1.7BTEAM 12REPS 6
CRA Financial Services, L.L.C.
RIANorthfield, NJ
AUM $1.7BTEAM 14REPS 12
MAG Cap
RIARidgeland, MS
AUM $1.7BTEAM 18REPS 17
Signal Advisors Wealth, LLC
RIADetroit, MI
AUM $1.7BTEAM 37REPS 47
Wellington Consulting Services Inc
RIAChantilly, VA
AUM $1.7BTEAM 13REPS 9
Advisors Preferred LLC
RIARockville, MD
AUM $1.7BTEAM 9REPS 3
Other AUM ranges
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