RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
BOK Financial Private Wealth, Inc.
RIADenver, CO
AUM $3.7BTEAM 37REPS 32
Proterra Investment Partners LP
RIAMinneapolis, MN
AUM $3.7BTEAM 61REPS 8
Merk Investments LLC
RIAPalo Alto, CA
AUM $3.7BTEAM 7REPS 4
Falfurrias Management Partners LP
RIACharlotte, NC
AUM $3.7BTEAM 55REPS 3
Popular Asset Management
RIASan Juan, PR
AUM $3.7BTEAM 15REPS 18
Oncap Management Partners L.P.
RIAToronto
AUM $3.7BTEAM 174REPS 5
Wealth Management
RIANorfolk, NE
AUM $3.7BTEAM 61REPS 47
Anchorage Capital Group, L.L.C.
RIANew York, NY
AUM $3.7BTEAM 93REPS 8
Resource Capital Investment Corporation
RIACarlsbad, CA
AUM $3.7BTEAM 4REPS 3
Southeastern Asset Management Inc.
RIAMemphis, TN
AUM $3.7BTEAM 29REPS 4
Midocean US Advisor, L.P.
RIANew York, NY
AUM $3.7BTEAM 40REPS 3
Eulav Asset Management
RIASarasota, FL
AUM $3.7BTEAM 12REPS 7
57 Stars LLC
RIAArlington, VA
AUM $3.7BTEAM 24REPS 6
Greenvale Capital LP
RIAAUM $3.7BTEAM 1REPS 2
Merit Energy Company
RIADallas, TX
AUM $3.7BTEAM 782REPS 5
The Welch Group, LLC
RIAMountain Brk, AL
AUM $3.7BTEAM 28REPS 30
Stevens Capital Management LP
RIARadnor, PA
AUM $3.7BTEAM 65REPS 4
Thurston Springer Advisors
RIAIndianapolis, IN
AUM $3.7BTEAM 93REPS 105
Fourth Sail Capital US LP
RIABoca Raton, FL
AUM $3.7BTEAM 3REPS 2
Frost Investment Services
RIASan Antonio, TX
AUM $3.7BTEAM 177REPS 167
Stoker Ostler, A Part Of Bmo Financial Group
RIAScottsdale, AZ
AUM $3.7BTEAM 30REPS 20
Lumint Corporation
RIABoston, MA
AUM $3.7BTEAM 14REPS 4
Soleus Capital Management, L.P.
RIAGreenwich, CT
AUM $3.7BTEAM 23REPS 6
TGM Associates L.P.
RIANew York, NY
AUM $3.7BTEAM 35REPS 6
Other AUM ranges
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