RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Innovatus Capital Partners, LLC
RIANew York, NY
AUM $1.4BTEAM 20REPS 2
1315 Capital
RIAPhiladelphia, PA
AUM $1.4BTEAM 17REPS 3
FIN Capital
RIASan Francisco, CA
AUM $1.4BTEAM 23REPS 3
Fifth Avenue Family Office
RIANaples, FL
AUM $1.4BTEAM 7REPS 5
Intellus Advisors, LLC
RIANaples, FL
AUM $1.4BTEAM 15REPS 10
Moisand Fitzgerald Tamayo, LLC
RIAOrlando, FL
AUM $1.4BTEAM 30REPS 10
Gibraltar Capital Management, Inc.
RIATulsa, OK
AUM $1.3BTEAM 31REPS 20
12 West Capital Management LP
RIANew York, NY
AUM $1.3BTEAM 11REPS 5
Cross Creek Advisors, LLC
RIASalt Lake City , UT
AUM $1.3BTEAM 20REPS 5
Standard Crypto Management LP
RIAAUM $1.3BTEAM 15REPS 3
776 Management, LLC
RIAAUM $1.3BTEAM 15REPS 3
Greenpoint Partners
RIANew York, NY
AUM $1.3BTEAM 10REPS 3
MSH Capital Advisors LLC
RIAScottsdale, AZ
AUM $1.3BTEAM 35REPS 24
Cohalo
RIAAUM $1.3BTEAM 1REPS 1
Hill Investment Group
RIASaint Louis, MO
AUM $1.3BTEAM 12REPS 7
The Milwaukee Company
RIAThiensville, WI
AUM $1.3BTEAM 7REPS 5
Strategy Capital LLC
RIALos Altos, CA
AUM $1.3BTEAM 7REPS 2
Equity Resource Investments, LLC
RIACambridge, MA
AUM $1.3BTEAM 27REPS 8
Weatherbie Capital, LLC
RIABoston, MA
AUM $1.3BTEAM 7REPS 6
Orangewood Partners Management LLC
RIANew York, NY
AUM $1.3BTEAM 15REPS 4
Wealth Advisors Group
RIAFort Wayne, IN
AUM $1.3BTEAM 17REPS 10
Lodestar Private Asset Management LLC
RIAAlamo, CA
AUM $1.3BTEAM 7REPS 5
Permira Credit LLC
RIASan Francisco, CA
AUM $1.3BTEAM 37REPS 3
Invision Management, Inc.
RIAChicago, IL
AUM $1.3BTEAM 26REPS 4
Other AUM ranges
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