RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
AQS Asset Management, L.L.C.
RIAAustin, TX
AUM $4.1BTEAM 4REPS 2
Copeland Capital Management, LLC
RIAConshohocken, PA
AUM $4.1BTEAM 30REPS 15
Promanage, LLC
RIAChicago, IL
AUM $4.1BTEAM 9REPS 3
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 7
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 1
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 10
Corecap Advisors
RIASouthfield, MI
AUM $4BTEAM 116REPS 119
Truarc Partners, LP
RIANew York, NY
AUM $4BTEAM 28REPS 7
Tailwater Capital
RIADallas, TX
AUM $4BTEAM 46REPS 3
Winthrop Capital Management
RIACarmel, IN
AUM $4BTEAM 29REPS 6
Brentwood Private Equity, LLC
RIALos Angeles, CA
AUM $4BTEAM 26REPS 6
Advus Financial Partners, LLC
RIAWinter Park, FL
AUM $4BTEAM 16REPS 13
IM Global Partner Fund Management LLC
RIAEl Segundo, CA
AUM $4BTEAM 24REPS 4
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?