RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
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
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 7
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 20
Acres
RIAUniondale, NY
AUM $4.4BTEAM 40REPS 7
Prosperity Capital Advisors
RIAWestlake, OH
AUM $4.4BTEAM 244REPS 105
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 13
Human Capital
RIASan Francisco, CA
AUM $4.4BTEAM 39REPS 6
Advisory Alpha, LLC
RIAHolland, MI
AUM $4.4BTEAM 66REPS 66
SCI Capital Partners LP
RIALos Angeles, CA
AUM $4.4BTEAM 13REPS 5
Invesco Investment Advisers LLC
RIADowners Grove, IL
AUM $4.4BTEAM 27REPS 8
Ancala Partners LLC
RIANew York, NY
AUM $4.4BTEAM 7REPS 2
Other AUM ranges
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