RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Fortis Capital Advisors, LLC
RIAPrairie Village, KS
AUM $1.6BTEAM 68REPS 74
Eurazeo North America, Inc.
RIANew York, NY
AUM $1.6BTEAM 37REPS 0
Columbus Hill Capital Management, L.P.
RIAShort Hills, NJ
AUM $1.6BTEAM 18REPS 5
Satori Capital, LLC
RIADallas, TX
AUM $1.6BTEAM 33REPS 5
Unison Investment Management, LLC
RIASan Francisco, CA
AUM $1.6BTEAM 12REPS 4
Hayfin Capital Management LLC
RIANew York, NY
AUM $1.6BTEAM 33REPS 4
Sierra Capital LLC
RIAMiami, FL
AUM $1.6BTEAM 8REPS 9
Teewinot Capital Advisers, L.L.C.
RIANorwalk, CT
AUM $1.6BTEAM 9REPS 2
Sone Capital Management, LLC
RIANew York, NY
AUM $1.6BTEAM 11REPS 2
Atlantic Street Capital Management, LLC
RIAGreenwich, CT
AUM $1.6BTEAM 18REPS 3
Leste Capital Partners (Florida), LLC
RIAMiami, FL
AUM $1.6BTEAM 19REPS 5
Global Strategic Nextgen Ocio
RIAScottsdale, AZ
AUM $1.6BTEAM 6REPS 4
The Gleason Group, Inc.
RIAProspect, KY
AUM $1.6BTEAM 11REPS 6
NBT Capital Management, Inc.
RIANorwich, NY
AUM $1.6BTEAM 12REPS 9
Activant Capital Group LLC
RIADarien, CT
AUM $1.6BTEAM 18REPS 3
FC Capital Management LLC
RIACharlotte, NC
AUM $1.6BTEAM 19REPS 3
Buchanan Street Partners, L.P.
RIANewport Beach, CA
AUM $1.6BTEAM 29REPS 4
Rotunda Capital Partners, LLC
RIABethesda, MD
AUM $1.6BTEAM 31REPS 5
Bouchey Financial Group, Ltd.
RIATroy, NY
AUM $1.6BTEAM 21REPS 12
Silverarc Capital Management, LLC
RIABoston, MA
AUM $1.6BTEAM 9REPS 4
Financial Plan, Inc.
RIABellingham, WA
AUM $1.6BTEAM 12REPS 13
Tanager Wealth Management
RIALondon
AUM $1.6BTEAM 47REPS 14
Creation Investments
RIAChicago, IL
AUM $1.6BTEAM 21REPS 2
Linden Global Strategies LLC
RIANew York, NY
AUM $1.6BTEAM 8REPS 3
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?