RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Tremblant Advisors LP
RIAWest Palm Beach, FL
AUM $3.3BTEAM 19REPS 2
Basepoint Advisors LLC
RIANew York, NY
AUM $3.3BTEAM 25REPS 4
Falcon Investment Advisors, LLC
RIABoston, MA
AUM $3.3BTEAM 33REPS 5
Avantyr Capital Partners, LP
RIANew York, NY
AUM $3.3BTEAM 22REPS 3
Rubinbrown Advisors LLC
RIASaint Louis, MO
AUM $3.3BTEAM 23REPS 23
York Capital Management
RIANew York, NY
AUM $3.3BTEAM 43REPS 7
PFG Advisors
RIAPhoenix, AZ
AUM $3.3BTEAM 112REPS 80
SBB Research Group LLC
RIANorthbrook, IL
AUM $3.3BTEAM 28REPS 5
Gates Capital Management, Inc.
RIANew York, NY
AUM $3.3BTEAM 14REPS 3
Blbb Advisors
RIAMontgomeryville, PA
AUM $3.3BTEAM 32REPS 20
Monograph Wealth Advisors, LLC
RIAManhattan Beach, CA
AUM $3.2BTEAM 20REPS 10
Advocacy Wealth Management, LLC
RIAAtlanta, GA
AUM $3.2BTEAM 36REPS 31
Gryphon Wealth
RIAJacksonville, FL
AUM $3.2BTEAM 22REPS 7
Bharcap Partners, LLC
RIAGreenwich, CT
AUM $3.2BTEAM 14REPS 2
Cantor Fitzgerald Investment Advisors
RIANew York, NY
AUM $3.2BTEAM 35REPS 36
Growthcurve Capital LP
RIANew York, NY
AUM $3.2BTEAM 31REPS 2
Counterpoint Funds
RIASan Diego, CA
AUM $3.2BTEAM 15REPS 9
Meyer Handelman Company LLC
RIARye Brook, NY
AUM $3.2BTEAM 18REPS 4
Foresite Capital
RIAWest Hollywood, CA
AUM $3.2BTEAM 40REPS 3
American Realty Advisors
RIALos Angeles, CA
AUM $3.2BTEAM 70REPS 8
LBC Credit Partners
RIARadnor, PA
AUM $3.2BTEAM 200REPS 8
Chilton Capital Management LLC
RIAHouston, TX
AUM $3.2BTEAM 27REPS 17
Lincoln Advisory Group, LLC
RIAChicago, IL
AUM $3.2BTEAM 11REPS 2
GCP Investment Advisor, LLC
RIAChicago, IL
AUM $3.2BTEAM 70REPS 7
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?