RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
BFC PLANNING, INC.
RIACEDAR RAPIDS, IA
AUM $3.8BTEAM 200REPS 237
LEFT LANE CAPITAL
RIABrooklynn, 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
HIGHLAND CAPITAL MANAGEMENT, LLC
RIAMEMPHIS, TN
AUM $3.8BTEAM 21REPS 15
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
RIAGREENVILLE, DE
AUM $3.8BTEAM 9REPS 5
VALIANT CAPITAL MANAGEMENT, L.P.
RIASAN FRANCISCO, CA
AUM $3.8BTEAM 29REPS 6
AVALA GLOBAL LP
RIANew York, NY
AUM $3.8BTEAM 21REPS 3
WATERMARK GROUP, INC.
RIAPRINCETON, NJ
AUM $3.8BTEAM 22REPS 7
LUMINATE CAPITAL PARTNERS
RIASAN FRANCISCO, CA
AUM $3.8BTEAM 10REPS 3
SCOPUS ASSET MANAGEMENT, L.P.
RIANew York, NY
AUM $3.8BTEAM 19REPS 3
JEFFERIES CREDIT MANAGEMENT LLC
RIANew York, NY
AUM $3.8BTEAM 26REPS 5
HENSSLER FINANCIAL
RIAKENNESAW, GA
AUM $3.8BTEAM 88REPS 30
MATTER FAMILY OFFICE
RIASAINT LOUIS, MO
AUM $3.8BTEAM 55REPS 26
MILLER HOWARD INVESTMENTS INC
RIAKINGSTON, NY
AUM $3.8BTEAM 34REPS 14
TIMUCUAN ASSET MANAGEMENT INC
RIAJACKSONVILLE, FL
AUM $3.8BTEAM 10REPS 7
GRANDEUR PEAK GLOBAL ADVISORS
RIASALT LAKE CITY , UT
AUM $3.8BTEAM 50REPS 17
KINGSWOOD WEALTH ADVISORS, LLC
RIASAN DIEGO, CA
AUM $3.8BTEAM 88REPS 121
VAN BERKOM AND ASSOCIATES INC.
RIAMONTREAL
AUM $3.8BTEAM 33REPS 17
HARVEST GLOBAL INVESTMENTS LIMITED
RIAHong Kong
AUM $3.8BTEAM 32REPS 8
ST. GERMAIN INVESTMENT MANAGEMENT
RIASPRINGFIELD, MA
AUM $3.8BTEAM 42REPS 30
HARBOR GROUP INTERNATIONAL, LLC
RIANORFOLK, VA
AUM $3.8BTEAM 293REPS 8
SENIORS HOUSING FUND MANAGER LLC
RIATOLEDO, OH
AUM $3.8BTEAM 40REPS 2
RICHARD BERNSTEIN ADVISORS LLC
RIANew York, NY
AUM $3.8BTEAM 28REPS 8
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?