RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tangency Capital Investment Advisory Ltd.
RIAHamilton
AUM $3.5BTEAM 13REPS 6
Tandem Investment Advisors Inc
RIACharleston, SC
AUM $3.5BTEAM 18REPS 16
Diameter Principal Finance LLC
RIANew York, NY
AUM $3.4BTEAM 119REPS 6
Wedmont Private Capital
RIAWest Chester, PA
AUM $3.4BTEAM 15REPS 12
Tribe Capital
RIASan Mateo, CA
AUM $3.4BTEAM 27REPS 7
Dragonfly Digital Management, LLC
RIASan Francisco, CA
AUM $3.4BTEAM 34REPS 1
Ceredex Value Advisors LLC
RIAWinter Park, FL
AUM $3.4BTEAM 13REPS 6
Ecor1 Capital, LLC
RIASan Francisco, CA
AUM $3.4BTEAM 22REPS 3
Sixth Street Specialty Lending Advisers, LLC
RIADallas, TX
AUM $3.4BTEAM 66REPS 4
Flagship Harbor Advisors, LLC
RIABoston, MA
AUM $3.4BTEAM 61REPS 60
Colter Lewis Investment Partners, LLC
RIAGreenwich, CT
AUM $3.4BTEAM 18REPS 8
Hill Path Capital LP
RIANew York, NY
AUM $3.4BTEAM 21REPS 3
Caption Management, LLC
RIAOklahoma City, OK
AUM $3.4BTEAM 22REPS 3
Leavell Investment Management, Inc.
RIAMobile, AL
AUM $3.4BTEAM 36REPS 25
Frank, Rimerman Advisors LLC
RIAPalo Alto, CA
AUM $3.4BTEAM 5REPS 5
Lakewood Capital Management, LP
RIANew York, NY
AUM $3.4BTEAM 13REPS 4
Sound Shore Management Inc
RIAGreenwich, CT
AUM $3.4BTEAM 16REPS 10
Fiera Comox Partners Inc
RIAMontreal
AUM $3.4BTEAM 50REPS 7
New Mountain Credit Clo Advisers, L.L.C.
RIANew York, NY
AUM $3.4BTEAM 235REPS 5
Knox Lane LP
RIASan Francisco, CA
AUM $3.4BTEAM 30REPS 3
Gauge Capital
RIASouthlake, TX
AUM $3.4BTEAM 67REPS 6
Invenomic Capital Management LP
RIABoston, MA
AUM $3.4BTEAM 17REPS 3
Cohen Klingenstein, LLC
RIANew York, NY
AUM $3.4BTEAM 7REPS 2
Upfront Ventures
RIALos Angeles, CA
AUM $3.4BTEAM 22REPS 4
Other AUM ranges
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