RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Sage Mountain Advisors, LLC
RIAAtlanta, GA
AUM $4.3BTEAM 31REPS 23
Vibrant Capital Partners, Inc.
RIANew York, NY
AUM $4.3BTEAM 24REPS 5
Turtle Creek Trust
RIADallas, TX
AUM $4.3BTEAM 10REPS 4
East Capital
RIAStockholm
AUM $4.3BTEAM 30REPS 6
MAM Americas, Inc.
RIANew York, NY
AUM $4.3BTEAM 262REPS 6
Simplicity Wealth
RIASummit, NJ
AUM $4.3BTEAM 424REPS 207
Apollo Real Estate Fund Adviser, LLC
RIANew York, NY
AUM $4.3BTEAM 3564REPS 6
Marsico Capital Management, LLC
RIADenver, CO
AUM $4.3BTEAM 26REPS 7
Sirenia Capital Management LP
RIAMiami Beach, FL
AUM $4.3BTEAM 13REPS 3
Beacon Capital Management, Inc.
RIADayton, OH
AUM $4.3BTEAM 44REPS 30
Tetragon Financial Management LP
RIANew York, NY
AUM $4.3BTEAM 9REPS 10
Hennessy Advisors, Inc.
RIANovato, CA
AUM $4.3BTEAM 19REPS 12
Bridgeway Capital Management, LLC
RIAHouston, TX
AUM $4.3BTEAM 23REPS 7
Channing Capital Management, LLC
RIAChicago, IL
AUM $4.2BTEAM 20REPS 3
Franklin Bsp Capital Adviser LLC
RIANew York, NY
AUM $4.2BTEAM 2REPS 5
Tinicum Incorporated
RIANew York, NY
AUM $4.2BTEAM 44REPS 7
Reynders, Mcveigh Capital Management, LLC
RIABoston, MA
AUM $4.2BTEAM 35REPS 23
ZWJ Investment Counsel Inc
RIAAtlanta, GA
AUM $4.2BTEAM 20REPS 13
Willis Investment Counsel Inc
RIAGainesville, GA
AUM $4.2BTEAM 13REPS 7
Polaris Growth Management, LLC
RIABoston, MA
AUM $4.2BTEAM 51REPS 4
B. Riley Wealth Advisors, Inc.
RIAMemphis, TN
AUM $4.2BTEAM 268REPS 170
Scharf Investments, LLC
RIALos Gatos, CA
AUM $4.2BTEAM 23REPS 9
Systematic Financial Management LP
RIATeaneck, NJ
AUM $4.2BTEAM 22REPS 6
Halbert Hargrove
RIALong Beach, CA
AUM $4.2BTEAM 52REPS 43
Other AUM ranges
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