RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tuttle Capital Management, LLC
RIAAUM $3.9BTEAM 14REPS 5
Guidestone Investment Services
RIADallas, TX
AUM $3.9BTEAM 28REPS 10
Clinton Investment Management, LLC
RIAStamford, CT
AUM $3.9BTEAM 14REPS 12
IMA Advisory Services, Inc.
RIADenver, CO
AUM $3.9BTEAM 50REPS 47
Johnson Sterling, Inc.
RIABirmingham, AL
AUM $3.9BTEAM 10REPS 6
Ancora Private Wealth Advisors, LLC
RIACleveland, OH
AUM $3.9BTEAM 53REPS 19
Shaolin Capital Management LLC
RIAMiami, FL
AUM $3.9BTEAM 14REPS 3
S.B. Value Partners, L.P.
RIASan Antonio, TX
AUM $3.9BTEAM 13REPS 8
Two West Capital Advisors LLC
RIAOverland Park, KS
AUM $3.9BTEAM 15REPS 16
Middleground Capital
RIALexington, KY
AUM $3.9BTEAM 111REPS 7
Highland Capital Management, LLC
RIAMemphis, TN
AUM $3.9BTEAM 21REPS 15
Assuredpartners Investment Advisors
RIATampa, FL
AUM $3.9BTEAM 58REPS 36
Harbourview Equity Partners, LLC
RIANewark, NJ
AUM $3.9BTEAM 45REPS 4
140 Summer Partners LP
RIANew York, NY
AUM $3.9BTEAM 14REPS 3
Alamo Advisors, LP
RIASan Antonio, TX
AUM $3.9BTEAM 15REPS 7
Cyrus Capital Partners, L.P.
RIANew York, NY
AUM $3.9BTEAM 25REPS 7
Ionic Capital Management LLC
RIANew York, NY
AUM $3.9BTEAM 34REPS 7
Defiance ETFs LLC
RIAMiami, FL
AUM $3.9BTEAM 7REPS 7
Palisade Capital Management, LP
RIAFort Lee, NJ
AUM $3.9BTEAM 42REPS 14
Attucks Asset Management, LLC
RIAChicago, IL
AUM $3.9BTEAM 12REPS 3
Newview Capital Management, LLC
RIABurlingame, CA
AUM $3.9BTEAM 22REPS 3
Castle Rock Advisors LLC
RIABoston, MA
AUM $3.9BTEAM 33REPS 12
Tages Capital LLP
RIALondon
AUM $3.9BTEAM 40REPS 3
Rimrock Capital Management LLC
RIAIrvine, CA
AUM $3.9BTEAM 26REPS 10
Other AUM ranges
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