RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
KEEL POINT, LLC
RIAHUNTSVILLE, AL
AUM $4.1BTEAM 92REPS 50
PEREGRINE CAPITAL MANAGEMENT, LLC
RIAMINNEAPOLIS, MN
AUM $4.1BTEAM 28REPS 4
AQS ASSET MANAGEMENT, L.L.C.
RIAAUSTIN, TX
AUM $4.1BTEAM 4REPS 2
COPELAND CAPITAL MANAGEMENT, LLC
RIACONSHOHOCKEN, PA
AUM $4.1BTEAM 30REPS 16
PROMANAGE, LLC
RIACHICAGO, IL
AUM $4.1BTEAM 9REPS 6
NZS CAPITAL LLC
RIADENVER, CO
AUM $4.1BTEAM 9REPS 5
HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.
RIASTAMFORD, CT
AUM $4BTEAM 38REPS 4
CARDINAL CAPITAL MANAGEMENT, INC.
RIAWINNIPEG
AUM $4BTEAM 81REPS 15
ALTAMONT CAPITAL PARTNERS
RIAPALO ALTO, CA
AUM $4BTEAM 55REPS 12
PERMCAP INVESTMENT OFFICE
RIACHARLESTON, SC
AUM $4BTEAM 17REPS 6
BLUESPRING WEALTH MANAGEMENT, LLC
RIAAUSTIN, TX
AUM $4BTEAM 41REPS 34
CLEAN ENERGY TRANSITION LLP
RIALONDON
AUM $4BTEAM 15REPS 4
KARPUS INVESTMENT MANAGEMENT
RIAPITTSFORD, NY
AUM $4BTEAM 38REPS 9
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
RIAHOUSTON, TX
AUM $4BTEAM 2REPS 2
VALOR ADVISORS LLC
RIAMIAMI, FL
AUM $4BTEAM 16REPS 4
BT FAMILY OFFICE, LLC
RIAAtlanta, GA
AUM $4BTEAM 7REPS 1
MAINSAIL PARTNERS
RIAAUSTIN, TX
AUM $4BTEAM 81REPS 4
HANWHA ASSET MANAGEMENT (USA) LTD.
RIASAN FRANCISCO, CA
AUM $4BTEAM 22REPS 6
INTERMEDE INVESTMENT PARTNERS LIMITED
RIALONDON
AUM $4BTEAM 17REPS 3
AZIMUTH CAPITAL MANAGEMENT
RIABloomfield Hills, MI
AUM $4BTEAM 25REPS 9
NEW FRONTIER ADVISORS, LLC
RIABOSTON, MA
AUM $4BTEAM 16REPS 6
ARGENT CAPITAL MANAGEMENT LLC
RIACLAYTON, MO
AUM $4BTEAM 23REPS 11
CORECAP ADVISORS
RIASOUTHFIELD, MI
AUM $4BTEAM 116REPS 115
TRUARC PARTNERS, LP
RIANew York, NY
AUM $4BTEAM 28REPS 6
Other AUM ranges
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