RIAs: $1B – $5B AUM

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

SKYKNIGHT CAPITAL, L.P.

RIA

BURLINGAME, CA

AUM $4.4BTEAM 31REPS 5

BERTRAM CAPITAL MANAGEMENT LLC

RIA

FOSTER CITY, CA

AUM $4.4BTEAM 46REPS 3

BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC

RIA

CHICAGO, IL

AUM $4.4BTEAM 130REPS 5

NINEPOINT PARTNERS LP

RIA

TORONTO ONTARIO

AUM $4.4BTEAM 95REPS 3

GLADSTONE MANAGEMENT CORPORATION

RIA

MCLEAN, VA

AUM $4.4BTEAM 45REPS 10

ACCREDITED INVESTORS WEALTH MANAGEMENT

RIA

EDINA, MN

AUM $4.4BTEAM 53REPS 9

NEXT LEGACY MANAGEMENT, LLC

RIA

PORTOLA VALLEY, CA

AUM $4.4BTEAM 26REPS 2

TPG RE FINANCE TRUST MANAGEMENT, L.P.

RIA

FORT WORTH, TX

AUM $4.4BTEAM 19REPS 6

GREYSTONE BRIDGE LENDING FUND MANAGER LLC

RIA

New York, NY

AUM $4.4BTEAM 72REPS 2

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

RIA

ANCHORAGE, AK

AUM $4.4BTEAM 13REPS 3

LOCUST WOOD CAPITAL ADVISERS, LLC

RIA

New York, NY

AUM $4.4BTEAM 12REPS 2

ROCKLAND CAPITAL, LP

RIA

THE WOODLANDS, TX

AUM $4.4BTEAM 24REPS 8

LGK ADVISORS, LLC

RIA

New York, NY

AUM $4.4BTEAM 27REPS 6

EAGLETREE CAPITAL, LP

RIA

New York, NY

AUM $4.4BTEAM 41REPS 4

SAND HILL GLOBAL ADVISORS, LLC

RIA

PALO ALTO, CA

AUM $4.4BTEAM 33REPS 19

ACRES

RIA

UNIONDALE, NY

AUM $4.4BTEAM 40REPS 7

PROSPERITY CAPITAL ADVISORS

RIA

WESTLAKE, OH

AUM $4.4BTEAM 244REPS 107

AQR ARBITRAGE, LLC

RIA

GREENWICH, CT

AUM $4.4BTEAM 18REPS 7

REDWHEEL

RIA

MIAMI, FL

AUM $4.4BTEAM 22REPS 12

SYON CAPITAL LLC

RIA

SAN FRANCISCO, CA

AUM $4.4BTEAM 17REPS 12

HUMAN CAPITAL

RIA

SAN FRANCISCO, CA

AUM $4.4BTEAM 39REPS 6

ADVISORY ALPHA, LLC

RIA

HOLLAND, MI

AUM $4.4BTEAM 66REPS 64

SCI CAPITAL PARTNERS LP

RIA

Los Angeles, CA

AUM $4.4BTEAM 13REPS 5

INVESCO INVESTMENT ADVISERS LLC

RIA

DOWNERS GROVE, IL

AUM $4.4BTEAM 27REPS 8

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo