RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Applied Finance Capital Management, LLC
RIASan Juan, PR
AUM $4.4BTEAM 3REPS 3
Beacon Trust
RIAMorristown, NJ
AUM $4.4BTEAM 51REPS 35
Skyknight Capital, L.P.
RIABurlingame, CA
AUM $4.4BTEAM 31REPS 5
Bertram Capital Management LLC
RIAFoster City, CA
AUM $4.4BTEAM 46REPS 3
Blue Owl Digital Infrastructure Trust Advisors LLC
RIAChicago, IL
AUM $4.4BTEAM 130REPS 5
Ninepoint Partners LP
RIAToronto Ontario
AUM $4.4BTEAM 95REPS 3
Gladstone Management Corporation
RIAMclean, VA
AUM $4.4BTEAM 45REPS 10
Accredited Investors Wealth Management
RIAEdina, MN
AUM $4.4BTEAM 53REPS 10
Next Legacy Management, LLC
RIAPortola Valley, CA
AUM $4.4BTEAM 26REPS 2
TPG Re Finance Trust Management, L.P.
RIAFort Worth, TX
AUM $4.4BTEAM 19REPS 6
Greystone Bridge Lending Fund Manager LLC
RIANew York, NY
AUM $4.4BTEAM 72REPS 2
Alaska Permanent Capital Management, LLC
RIAAnchorage, AK
AUM $4.4BTEAM 13REPS 3
Locust Wood Capital Advisers, LLC
RIANew York, NY
AUM $4.4BTEAM 12REPS 2
Rockland Capital, LP
RIAThe Woodlands, TX
AUM $4.4BTEAM 24REPS 8
LGK Advisors, LLC
RIANew York, NY
AUM $4.4BTEAM 27REPS 6
Eagletree Capital, LP
RIANew York, NY
AUM $4.4BTEAM 41REPS 4
Sand Hill Global Advisors, LLC
RIAPalo Alto, CA
AUM $4.4BTEAM 33REPS 19
Acres
RIAUniondale, NY
AUM $4.4BTEAM 40REPS 7
Prosperity Capital Advisors
RIAWestlake, OH
AUM $4.4BTEAM 244REPS 106
AQR Arbitrage, LLC
RIAGreenwich, CT
AUM $4.4BTEAM 18REPS 7
Drive Capital LLC
RIAColumbus, OH
AUM $4.4BTEAM 30REPS 4
Redwheel
RIAMiami, FL
AUM $4.4BTEAM 22REPS 12
Syon Capital LLC
RIASan Francisco, CA
AUM $4.4BTEAM 17REPS 14
Human Capital
RIASan Francisco, CA
AUM $4.4BTEAM 39REPS 6
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?