RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
RIAPITTSBURGH, PA
AUM $3.3BTEAM 28REPS 22
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
RIACHICAGO, IL
AUM $3.3BTEAM 17REPS 6
CERTUITY, LLC
RIANORTH PALM BEACH, FL
AUM $3.3BTEAM 35REPS 23
PRAXIS INVESTMENT MANAGEMENT, INC.
RIAGOSHEN, IN
AUM $3.3BTEAM 14REPS 11
XML FINANCIAL GROUP
RIABETHESDA, MD
AUM $3.3BTEAM 54REPS 30
SMASH VENTURES MANAGEMENT COMPANY LP
RIAWEST HOLLYWOOD, CA
AUM $3.3BTEAM 18REPS 4
EMERALD ADVISERS, LLC
RIALEOLA, PA
AUM $3.3BTEAM 35REPS 5
GUARDIAN PARTNERS INC.
RIATORONTO ONTARIO
AUM $3.3BTEAM 76REPS 13
PATRIA CAPITAL PARTNERS LLP
RIAEDINBURGH
AUM $3.3BTEAM 75REPS 4
ATALAN CAPITAL PARTNERS, LP
RIANew York, NY
AUM $3.3BTEAM 7REPS 3
INNOVIA WEALTH, LLC
RIAGRAND RAPIDS, MI
AUM $3.3BTEAM 31REPS 17
KNIGHTSBRIDGE ADVISERS LLC
RIABARTLESVILLE, OK
AUM $3.3BTEAM 17REPS 5
FOCUSED INVESTORS LLC
RIALos Angeles, CA
AUM $3.3BTEAM 4REPS 3
FORMENTERA PARTNERS LP
RIAAUSTIN, TX
AUM $3.3BTEAM 11REPS 3
VERGER CAPITAL MANAGEMENT
RIAWINSTON SALEM, NC
AUM $3.3BTEAM 18REPS 13
MUDRICK CAPITAL
RIANew York, NY
AUM $3.3BTEAM 35REPS 3
RIDGEWOOD ENERGY CORPORATION
RIAHOUSTON, TX
AUM $3.3BTEAM 61REPS 7
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
RIALINCOLN, NE
AUM $3.3BTEAM 3REPS 2
POTOMAC
RIABETHESDA, MD
AUM $3.3BTEAM 36REPS 25
CINVEN, INC.
RIANew York, NY
AUM $3.3BTEAM 20REPS 3
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
RIAGREENBRAE, CA
AUM $3.3BTEAM 8REPS 2
GLASFUNDS, LLC
RIACLEVELAND, OH
AUM $3.3BTEAM 36REPS 6
NORTHEAST INVESTMENT MANAGEMENT INC
RIABOSTON, MA
AUM $3.3BTEAM 25REPS 11
TREMBLANT ADVISORS LP
RIAWEST PALM BEACH, FL
AUM $3.3BTEAM 19REPS 2
Other AUM ranges
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