RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Glynn Capital Management, LLC
RIAMenlo Park, CA
AUM $1.5BTEAM 24REPS 4
Caprock Partners Management, Inc.
RIANewport Beach, CA
AUM $1.5BTEAM 50REPS 5
Compak Asset Management
RIANewport Beach, CA
AUM $1.5BTEAM 20REPS 16
Catholic Investment Services, Inc.
RIABoston, MA
AUM $1.5BTEAM 6REPS 9
Midwest Financial Partners
RIASaint Cloud, MN
AUM $1.5BTEAM 30REPS 9
Legacy Capital Wealth Partners, LLC
RIALittle Rock, AR
AUM $1.5BTEAM 21REPS 17
Anchor Investment Management
RIAColumbia, SC
AUM $1.5BTEAM 17REPS 9
Legacy Financial Advisors, Inc.
RIACovington, KY
AUM $1.5BTEAM 21REPS 16
Edgemoor Investment Advisors, Inc.
RIABethesda, MD
AUM $1.5BTEAM 9REPS 5
Alden Capital
RIAWayne, PA
AUM $1.5BTEAM 23REPS 21
Goehring & Rozencwajg Associates, LLC
RIANew York, NY
AUM $1.5BTEAM 6REPS 3
22c Capital LLC
RIABoca Raton, FL
AUM $1.5BTEAM 19REPS 1
Opus Capital Management
RIACincinnati, OH
AUM $1.5BTEAM 7REPS 5
Mesirow Re-Ia, Inc.
RIAChicago, IL
AUM $1.5BTEAM 18REPS 4
Bristol Gate Capital Partners Inc.
RIAToronto
AUM $1.5BTEAM 22REPS 9
Regal Healthcare Capital Management, LLC
RIANew York, NY
AUM $1.5BTEAM 22REPS 7
Cougar Global Investments
RIAToronto
AUM $1.5BTEAM 3REPS 3
John G. Ullman & Associates, Inc
RIAHorseheads, NY
AUM $1.5BTEAM 58REPS 36
Ariel Alternatives, LLC
RIAChicago, IL
AUM $1.5BTEAM 57REPS 13
Frontrange Capital Advisers, LLC
RIADenver, CO
AUM $1.5BTEAM 29REPS 8
Clough Capital Partners, LP
RIABoston, MA
AUM $1.5BTEAM 11REPS 4
Excelsior Renewable Energy Management Company LP
RIAExcelsior, MN
AUM $1.5BTEAM 25REPS 5
Ancient Art, L.P.
RIAAustin, TX
AUM $1.5BTEAM 11REPS 4
CNL Strategic Capital Management, LLC
RIAOrlando, FL
AUM $1.5BTEAM 7REPS 4
Other AUM ranges
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