RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Avenir Management Company, LLC
RIANew York, NY
AUM $2.8BTEAM 20REPS 1
Diversified, LLC
RIAWilmington, DE
AUM $2.8BTEAM 53REPS 30
Pointer Management, LLC
RIAChattanooga, TN
AUM $2.8BTEAM 16REPS 7
Berkshire Asset Management, LLC
RIAWilkes Barre, PA
AUM $2.8BTEAM 11REPS 7
Veta Investment Partners, LLC
RIALawrence, KS
AUM $2.8BTEAM 10REPS 6
Investcorp Investment Solutions LLC
RIANew York, NY
AUM $2.8BTEAM 6REPS 2
Blackstone Real Estate Advisors Europe L.P.
RIANew York, NY
AUM $2.8BTEAM 547REPS 4
Stone Hill Fiduciary Management, LLC
RIAGreat Neck, NY
AUM $2.8BTEAM 3REPS 2
Johnson Brunetti
RIAWethersfield, CT
AUM $2.8BTEAM 64REPS 28
LRI Investments
RIAPalm Beach Gardens, FL
AUM $2.8BTEAM 35REPS 24
Ohana Advisors
RIASan Rafael, CA
AUM $2.8BTEAM 13REPS 5
Cain International Advisers Limited
RIALondon
AUM $2.8BTEAM 92REPS 3
Expand Financial, LLC
RIAAUM $2.8BTEAM 6REPS 6
Mariner
RIAOverland Park, KS
AUM $2.8BTEAM 13REPS 12
Barwick & Partners, Inc.
RIAAUM $2.8BTEAM 2REPS 1
Stegner Investment Associates Inc
RIALouisville, KY
AUM $2.8BTEAM 10REPS 8
Cordiant Capital Inc.
RIAMontreal
AUM $2.8BTEAM 26REPS 3
MLC Asset Management US LLC
RIANew York, NY
AUM $2.8BTEAM 4REPS 4
Ardian
RIANew York, NY
AUM $2.8BTEAM 128REPS 10
Singerman Real Estate Management Company, L.P.
RIAChicago, IL
AUM $2.8BTEAM 25REPS 2
Pretium Credit Management, LLC
RIANew York, NY
AUM $2.8BTEAM 110REPS 9
Nexpoint Asset Management, L.P.
RIADallas, TX
AUM $2.8BTEAM 6REPS 5
GHK Capital Partners LP
RIAGreenwich, CT
AUM $2.8BTEAM 16REPS 2
Consonance Capital Partners, LP
RIANew York, NY
AUM $2.8BTEAM 20REPS 5
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?