RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Shaolin Capital Management LLC
RIAMiami, FL
AUM $3.9BTEAM 14REPS 3
S.B. Value Partners, L.P.
RIASan Antonio, TX
AUM $3.9BTEAM 13REPS 7
Two West Capital Advisors LLC
RIAOverland Park, KS
AUM $3.9BTEAM 15REPS 18
Middleground Capital
RIALexington, KY
AUM $3.9BTEAM 111REPS 7
Highland Capital Management, LLC
RIAMemphis, TN
AUM $3.9BTEAM 21REPS 14
Assuredpartners Investment Advisors
RIATampa, FL
AUM $3.9BTEAM 55REPS 33
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 13
Rubinbrown Advisors LLC
RIASaint Louis, MO
AUM $3.9BTEAM 30REPS 24
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 2
Rimrock Capital Management LLC
RIAIrvine, CA
AUM $3.9BTEAM 26REPS 8
Tree Line Capital Partners, LLC
RIASan Francisco, CA
AUM $3.8BTEAM 30REPS 7
BFC Planning, Inc.
RIACedar Rapids, IA
AUM $3.8BTEAM 200REPS 235
Left Lane Capital
RIABrooklyn, NY
AUM $3.8BTEAM 35REPS 4
Cormorant Asset Management, LP
RIABoston, MA
AUM $3.8BTEAM 12REPS 3
Norwest Capital Advisors, LLC
RIAMinneapolis, MN
AUM $3.8BTEAM 40REPS 3
Other AUM ranges
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