RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
COHEN & STEERS ASIA LIMITED
RIACENTRAL
AUM $2.9BTEAM 18REPS 5
BERGER FINANCIAL GROUP
RIAPLYMOUTH, MN
AUM $2.9BTEAM 89REPS 50
HUDSON EDGE INVESTMENT PARTNERS, INC.
RIAJERSEY CITY, NJ
AUM $2.9BTEAM 16REPS 5
IWC INVESTMENT PARTNERS A/S
RIACOPENHAGEN
AUM $2.9BTEAM 30REPS 7
BIRCH HILL INVESTMENT ADVISORS LLC
RIABOSTON, MA
AUM $2.9BTEAM 19REPS 10
CREATIVE FINANCIAL DESIGNS, INC.
RIAKOKOMO, IN
AUM $2.9BTEAM 170REPS 161
MANE GLOBAL CAPITAL MANAGEMENT LP
RIANew York, NY
AUM $2.9BTEAM 20REPS 4
SJS INVESTMENT SERVICES
RIASYLVANIA, OH
AUM $2.9BTEAM 25REPS 18
FOSTER & MOTLEY INC
RIACINCINNATI, OH
AUM $2.9BTEAM 51REPS 33
ASSET DEDICATION, LLC
RIASAN FRANCISCO, CA
AUM $2.9BTEAM 7REPS 11
NORTHGATE CAPITAL, L.P.
RIADANVILLE, CA
AUM $2.9BTEAM 27REPS 4
PINEGROVE OPPORTUNITY PARTNERS, LLC
RIASAN FRANCISCO, CA
AUM $2.9BTEAM 17REPS 5
RAUB BROCK CAPITAL MANAGEMENT, LP
RIALARKSPUR, CA
AUM $2.9BTEAM 9REPS 7
GREENHOUSE FUNDS LLLP
RIABALTIMORE, MD
AUM $2.9BTEAM 9REPS 11
WINDSOR ADVISORY GROUP, LLC
RIACOLUMBUS, OH
AUM $2.9BTEAM 22REPS 15
MARBLEGATE ASSET MANAGEMENT, LLC
RIAGREENWICH, CT
AUM $2.9BTEAM 28REPS 5
CAMBIAR INVESTORS, LLC
RIADENVER, CO
AUM $2.9BTEAM 28REPS 5
BEDEL FINANCIAL CONSULTING INC
RIAINDIANAPOLIS, IN
AUM $2.9BTEAM 28REPS 21
SECURIS INVESTMENT PARTNERS LLP
RIALONDON
AUM $2.9BTEAM 60REPS 5
TRANSCEND CAPITAL ADVISORS, LLC
RIAMADISON, NJ
AUM $2.9BTEAM 39REPS 22
FNY INVESTMENT ADVISERS, LLC
RIANew York, NY
AUM $2.9BTEAM 132REPS 6
FLEXPATH STRATEGIES
RIAALISO VIEJO, CA
AUM $2.9BTEAM 5REPS 6
RADCLIFF MANAGEMENT LLC
RIANew York, NY
AUM $2.9BTEAM 10REPS 4
CANYON PARTNERS REAL ESTATE LLC
RIADALLAS, TX
AUM $2.9BTEAM 198REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?