RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Trek Financial
RIAScottsdale, AZ
AUM $2.8BTEAM 55REPS 65
Mariner Institutional, LLC
RIAWinter Park, FL
AUM $2.8BTEAM 148REPS 25
Two Seas Capital LP
RIARye, NY
AUM $2.8BTEAM 16REPS 6
Newmarket Investment Management, LP
RIAPhiladelphia, PA
AUM $2.8BTEAM 30REPS 2
Pearl Diver Capital LLP
RIALondon
AUM $2.8BTEAM 20REPS 3
Kaufman Hall Investment Management
RIABrentwood, TN
AUM $2.8BTEAM 9REPS 3
Cloud Capital Advisors LLC
RIAWashington, DC
AUM $2.8BTEAM 27REPS 2
Kawa Capital Management, Inc.
RIAHallandale Beach, FL
AUM $2.8BTEAM 53REPS 9
Main Management ETF Advisors, LLC
RIASan Francisco, CA
AUM $2.8BTEAM 27REPS 3
Lubert-Adler Management Company, L.P.
RIAPhiladelphia, PA
AUM $2.8BTEAM 24REPS 4
Cordoba Advisory Partners LLC
RIANew York, NY
AUM $2.8BTEAM 11REPS 8
Angeles Wealth Management, LLC
RIASanta Monica, CA
AUM $2.8BTEAM 17REPS 10
L 1 Global Wealth LLC
RIACoconut Grove, FL
AUM $2.8BTEAM 4REPS 3
MVP Manager LLC
RIANew York, NY
AUM $2.8BTEAM 1REPS 4
Bowie Capital Management, LLC
RIARichardson, TX
AUM $2.8BTEAM 10REPS 3
Strategic Financial Services
RIAUtica, NY
AUM $2.8BTEAM 39REPS 29
Toms Capital Investment Management LP
RIANew York, NY
AUM $2.8BTEAM 21REPS 4
MLC Asset Management US LLC
RIANew York, NY
AUM $2.8BTEAM 4REPS 4
Peakline Partners, LLC
RIAChicago, IL
AUM $2.8BTEAM 45REPS 10
Western Asset Management Company Pte Ltd
RIASingapore
AUM $2.8BTEAM 9REPS 4
Paul Comstock Partners
RIAHouston, TX
AUM $2.8BTEAM 16REPS 13
Willow Tree Credit Partners LP
RIANew York, NY
AUM $2.8BTEAM 21REPS 4
Capitalspring
RIANashville, TN
AUM $2.8BTEAM 35REPS 2
Avenir Management Company, LLC
RIANew York, NY
AUM $2.8BTEAM 20REPS 1
Other AUM ranges
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