RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tekne Capital Management, LLC
RIANew York, NY
AUM $1.4BTEAM 11REPS 2
Revolve Wealth Partners, LLC
RIAHackensack, NJ
AUM $1.4BTEAM 20REPS 14
Ulysses Management LLC
RIANew York, NY
AUM $1.4BTEAM 23REPS 3
Apis Capital Advisors, LLC
RIANew York, NY
AUM $1.4BTEAM 9REPS 3
Fourstar Wealth Advisors, LLC
RIAChicago, IL
AUM $1.4BTEAM 48REPS 46
Tallvine Partners Management LP
RIACoral Gables, FL
AUM $1.4BTEAM 16REPS 2
Mason Wells, Inc.
RIAMilwaukee, WI
AUM $1.4BTEAM 22REPS 6
Truemark Investments
RIAChicago, IL
AUM $1.4BTEAM 6REPS 3
Virtus Advisers, LLC
RIAHartford, CT
AUM $1.4BTEAM 8REPS 7
Antolino Wealth Advisors
RIAColumbus, OH
AUM $1.4BTEAM 29REPS 9
Water Street Capital, Inc.
RIAJacksonville, FL
AUM $1.4BTEAM 16REPS 3
Finser Investment Advisor
RIASan Antonio, TX
AUM $1.4BTEAM 1REPS 4
V-Square Quantitative Management
RIAChicago, IL
AUM $1.4BTEAM 5REPS 5
Wingate Wealth Advisors, Inc.
RIALexington, MA
AUM $1.4BTEAM 24REPS 16
AB Custom Alternative Solutions LLC
RIANashville, TN
AUM $1.4BTEAM 1REPS 3
Equinox Partners Investment Management LLC
RIAStamford, CT
AUM $1.4BTEAM 11REPS 3
Diametric Capital, LP
RIABoston, MA
AUM $1.4BTEAM 14REPS 3
Elion Partners, LLC
RIAMiami, FL
AUM $1.4BTEAM 27REPS 4
Chambers Energy Capital
RIAHouston, TX
AUM $1.4BTEAM 6REPS 2
ZBS Partners, LLC
RIANew York, NY
AUM $1.4BTEAM 4REPS 3
Shorecliff Asset Management Company LLC
RIANewport Beach, CA
AUM $1.4BTEAM 14REPS 2
Iron Point Partners, LLC
RIAWashington, DC
AUM $1.4BTEAM 14REPS 4
Sagard Holdings Manager (US) LLC
RIANew York, NY
AUM $1.4BTEAM 41REPS 6
Leader Capital Corp.
RIAVancouver, WA
AUM $1.4BTEAM 2REPS 2
Other AUM ranges
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