RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Bentallgreenoak Strategic Capital Partners
RIANew York, NY
AUM $3.5BTEAM 19REPS 6
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
Foundry Group, LLC
RIABoulder, CO
AUM $3.5BTEAM 10REPS 4
Global Forest Partners LP
RIALebanon, NH
AUM $3.5BTEAM 24REPS 9
Valley Forge Investment Consultants, Inc.
RIAAudubon, PA
AUM $3.5BTEAM 16REPS 16
Advisor Resource Council
RIADallas, TX
AUM $3.5BTEAM 119REPS 85
Systematic Alpha Investments, LLC
RIAPrinceton, NJ
AUM $3.5BTEAM 1REPS 2
1607 Capital Partners, LLC
RIARichmond, VA
AUM $3.5BTEAM 15REPS 14
AEA Enterprise Partners Management LP
RIANew York, NY
AUM $3.5BTEAM 157REPS 4
Kathmere Capital Management, LLC
RIAWayne, PA
AUM $3.5BTEAM 24REPS 17
FCP
RIAChevy Chase, MD
AUM $3.5BTEAM 75REPS 7
Arbor Investments Management, LLC
RIAPalm Beach, FL
AUM $3.5BTEAM 29REPS 6
Doubleline Alternatives LP
RIATampa, FL
AUM $3.5BTEAM 171REPS 2
Main Post Partners
RIASan Francisco, CA
AUM $3.5BTEAM 23REPS 4
Clover Credit Management, LLC
RIANew York, NY
AUM $3.5BTEAM 711REPS 5
Palistar Capital LP
RIANew York, NY
AUM $3.5BTEAM 30REPS 3
Biltmore Family Office, LLC
RIACharlotte, NC
AUM $3.5BTEAM 24REPS 16
Morton Wealth
RIACalabasas, CA
AUM $3.5BTEAM 58REPS 34
Donaldson Capital Management LLC
RIAEvansville, IN
AUM $3.5BTEAM 68REPS 61
Fundrise Advisors, LLC
RIAWashington, DC
AUM $3.5BREPS 4
Carret Asset Management, LLC
RIANew York, NY
AUM $3.5BTEAM 22REPS 12
Bluerock Fund Advisor, LLC
RIANew York, NY
AUM $3.5BTEAM 11REPS 3
Other AUM ranges
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