RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
PNC Real Estate
RIALouisville, KY
AUM $3.6BTEAM 186REPS 4
Anthelion Capital Partners LLC
RIANew York, NY
AUM $3.5BTEAM 16REPS 4
Steele Capital Management, Inc.
RIADubuque, IA
AUM $3.5BTEAM 15REPS 15
Quad-C Management, Inc.
RIACharlottesville, VA
AUM $3.5BTEAM 33REPS 4
FIL Investment Advisors (UK) Ltd.
RIATadworth Surrey
AUM $3.5BTEAM 8REPS 4
Eterna Growth Partners
RIABoston, MA
AUM $3.5BTEAM 40REPS 4
Liberty Strategic Capital
RIAWashington, DC
AUM $3.5BTEAM 18REPS 3
SIT Investment Associates, Inc
RIAMinneapolis, MN
AUM $3.5BTEAM 73REPS 7
Retirement Plan Advisors, LLC
RIAChicago, IL
AUM $3.5BTEAM 47REPS 47
Sycamore Tree Capital Partners, L.P.
RIADallas, TX
AUM $3.5BTEAM 30REPS 6
Oneascent Financial Services LLC
RIABirmingham, AL
AUM $3.5BTEAM 161REPS 87
Burkehill Global Management, LP
RIANew York, NY
AUM $3.5BTEAM 16REPS 3
Visionary Wealth Advisors, LLC
RIASaint Louis, MO
AUM $3.5BTEAM 74REPS 49
Mill Point Capital LLC
RIANew York, NY
AUM $3.5BTEAM 33REPS 3
Breakwall Investment Advisor LLC
RIAPort Washington, NY
AUM $3.5BTEAM 9REPS 4
Pathlight Capital
RIABoston, MA
AUM $3.5BTEAM 30REPS 5
Greenwich Wealth Management, LLC
RIAGreenwich, CT
AUM $3.5BTEAM 13REPS 12
Deer Park Road Management Company, LP
RIASteamboat Springs, CO
AUM $3.5BTEAM 28REPS 7
Bryn Mawr Trust Advisors, LLC
RIAPhiladelphia, PA
AUM $3.5BTEAM 87REPS 58
Bentallgreenoak Strategic Capital Partners
RIANew York, NY
AUM $3.5BTEAM 19REPS 6
UG Investment Advisers Ltd.
RIATaipei
AUM $3.5BTEAM 40REPS 5
Equity Investment Corp
RIAAtlanta, GA
AUM $3.5BTEAM 27REPS 17
Andros Capital Partners LLC
RIAHouston, TX
AUM $3.5BTEAM 6REPS 2
Stellus Capital Management, LLC
RIAHouston, TX
AUM $3.5BTEAM 36REPS 4
Other AUM ranges
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