RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
FIVE ELMS CAPITAL
RIAKANSAS CITY, MO
AUM $3.1BTEAM 69REPS 3
CONVERSANT CAPITAL LLC
RIASUMMIT, NJ
AUM $3.1BTEAM 19REPS 4
NANTAHALA CAPITAL MANAGEMENT, LLC
RIANEW CANAAN, CT
AUM $3.1BTEAM 14REPS 5
VAN ECK ABSOLUTE RETURN ADVISERS CORP.
RIANew York, NY
AUM $3.1BTEAM 271REPS 4
STALEY CAPITAL ADVISERS INC
RIAPITTSBURGH, PA
AUM $3.1BTEAM 15REPS 11
SOURCEROCK GROUP LLC
RIADENVER, CO
AUM $3.1BTEAM 16REPS 3
EARNED WEALTH ADVISORS, LLC
RIAWALNUT CREEK, CA
AUM $3.1BTEAM 35REPS 49
CONCENTRIC CAPITAL STRATEGIES L.P.
RIASTAMFORD, CT
AUM $3.1BTEAM 11REPS 3
BPS CAPITAL MANAGEMENT, INC.
RIABLOOMINGTON, MN
AUM $3.1BTEAM 5REPS 4
WINTHROP WEALTH
RIABOSTON, MA
AUM $3.1BTEAM 38REPS 28
WINDJAMMER CAPITAL INVESTORS
RIANEWPORT BEACH, CA
AUM $3.1BTEAM 27REPS 3
EAGLE GLOBAL ADVISORS LLC
RIAHOUSTON, TX
AUM $3.1BTEAM 24REPS 8
LOGAN CAPITAL MANAGEMENT, INC.
RIANEWTOWN SQUARE, PA
AUM $3.1BTEAM 34REPS 17
SVB WEALTH
RIABOSTON, MA
AUM $3.1BTEAM 73REPS 83
AMPERSAND CAPITAL PARTNERS
RIABOSTON, MA
AUM $3.1BTEAM 38REPS 3
CALERA CAPITAL ADVISORS, LP
RIASAN FRANCISCO, CA
AUM $3.1BTEAM 23REPS 7
PEAR TREE ADVISORS, INC.
RIALINCOLN, MA
AUM $3.1BTEAM 13REPS 6
COOPER CREEK PARTNERS MANAGEMENT LLC
RIANew York, NY
AUM $3.1BTEAM 11REPS 3
OAKMONT CAPITAL MANAGEMENT, LLC
RIAOAKMONT, PA
AUM $3.1BTEAM 19REPS 11
ALPHASIMPLEX GROUP, LLC
RIABOSTON, MA
AUM $3.1BTEAM 33REPS 4
RED DOOR WEALTH MANAGEMENT, LLC
RIAMEMPHIS, TN
AUM $3.1BTEAM 19REPS 13
GREYWOLF CAPITAL MANAGEMENT LP
RIAPURCHASE, NY
AUM $3.1BTEAM 31REPS 7
THOMPSON INVESTMENT MANAGEMENT, INC.
RIAMADISON, WI
AUM $3.1BTEAM 17REPS 7
EFFICIENT ADVISORS
RIAAUM $3.1BTEAM 14REPS 6
Other AUM ranges
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