RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Freeport Financial Partners LLC
RIAChicago, IL
AUM $4.1BTEAM 24REPS 4
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 5
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
Karpus Investment Management
RIAPittsford, NY
AUM $4BTEAM 38REPS 8
Waterous Energy Fund Management (US), LLC
RIAHouston, TX
AUM $4BTEAM 2REPS 1
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 5
Azimuth Capital Management
RIABloomfield Hills, MI
AUM $4BTEAM 25REPS 10
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 116
Truarc Partners, LP
RIANew York, NY
AUM $4BTEAM 28REPS 7
Tailwater Capital
RIADallas, TX
AUM $4BTEAM 46REPS 3
Other AUM ranges
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