RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Paradigm Global Investors
RIADallas, TX
AUM $3BTEAM 4REPS 4
Carrick Lane LLC
RIANew York, NY
AUM $3BTEAM 6REPS 1
New Republic Partners
RIACharlotte, NC
AUM $3BTEAM 28REPS 10
Landscape Capital Management LLC
RIAEnglewood, NJ
AUM $3BTEAM 10REPS 5
Adams Diversified Equity Fund, Inc.
RIABaltimore, MD
AUM $3BTEAM 20REPS 10
Strategic Global Advisors, LLC
RIANewport Beach, CA
AUM $3BTEAM 19REPS 4
AEW Capital Management LP
RIABoston, MA
AUM $3BTEAM 250REPS 10
Globalt Investments
RIAAtlanta, GA
AUM $3BTEAM 18REPS 12
AXS Investments LLC
RIAPort Chester, NY
AUM $3BTEAM 8REPS 3
Seabury Capital Management LLC
RIANew York, NY
AUM $3BTEAM 7REPS 2
ELM Wealth
RIAPhiladelphia, PA
AUM $3BTEAM 8REPS 7
Alua Capital Management LP
RIANew York, NY
AUM $3BTEAM 21REPS 5
Chesley, Taft & Associates, LLC
RIAChicago, IL
AUM $3BTEAM 18REPS 10
FS Global Advisor, LLC
RIAPhiladelphia, PA
AUM $3BTEAM 184REPS 7
Blackstone Strategic Alliance Advisors L.L.C.
RIANew York, NY
AUM $3BTEAM 293REPS 4
WP Global Partners LLC
RIAChicago, IL
AUM $3BTEAM 25REPS 6
Shariaportfolio, Inc.
RIALake Mary, FL
AUM $3BTEAM 21REPS 17
Argonaut Private Capital, LP
RIATulsa, OK
AUM $3BTEAM 23REPS 4
Barksdale Investment Management
RIANashville, TN
AUM $3BTEAM 13REPS 12
Allocate Management Company, LLC
RIAPalo Alto, CA
AUM $3BTEAM 16REPS 4
Larch Capital Partners LLC
RIAMiami, FL
AUM $3BTEAM 17REPS 15
Columbia Cent Clo Advisers, LLC
RIABoston, MA
AUM $3BTEAM 24REPS 8
Trinity Hunt Management, L.P.
RIADallas, TX
AUM $3BTEAM 53REPS 4
Vicus Capital, Inc.
RIAState College, PA
AUM $3BTEAM 84REPS 88
Other AUM ranges
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