RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Aventail Capital Group, LP
RIANew York, NY
AUM $2.6BTEAM 23REPS 4
ROW Asset Management, LLC
RIANewport Beach, CA
AUM $2.5BTEAM 20REPS 5
Chickasaw Capital Management, LLC
RIAMemphis, TN
AUM $2.5BTEAM 19REPS 14
RV Capital Management Private Ltd
RIASingapore
AUM $2.5BTEAM 32REPS 4
Unifi Asset Management LP
RIANew York, NY
AUM $2.5BTEAM 16REPS 3
Phase 3 Capital Management LLC
RIABoca Raton, FL
AUM $2.5BTEAM 9REPS 2
Blackstone Ireland Fund Management Limited
RIADublin
AUM $2.5BTEAM 711REPS 9
Merk Investments LLC
RIAPalo Alto, CA
AUM $2.5BTEAM 4REPS 4
Validus Capital LLC
RIAEl Segundo, CA
AUM $2.5BTEAM 18REPS 10
Commerce Investment Advisors, Inc.
RIAKansas City, MO
AUM $2.5BTEAM 34REPS 7
Strategic Blueprint, LLC
RIAAtlanta, GA
AUM $2.5BTEAM 56REPS 58
Mackenzie Investments Asia Limited
RIAHong Kong
AUM $2.5BTEAM 13REPS 6
Discerene Group LP
RIAStamford, CT
AUM $2.5BTEAM 11REPS 5
Cincinnati Asset Management Inc
RIACincinnati, OH
AUM $2.5BTEAM 15REPS 7
Revisor Wealth Management LLC
RIAFairlawn, OH
AUM $2.5BTEAM 11REPS 9
Locorr Fund Management, LLC
RIAExcelsior, MN
AUM $2.5BTEAM 8REPS 3
CKW Financial Group, LLC
RIAHonolulu, HI
AUM $2.5BTEAM 7REPS 3
The Fiduciary Alliance
RIAGreenville, SC
AUM $2.5BTEAM 76REPS 49
Icon Infrastructure North America Inc.
RIANew York, NY
AUM $2.5BTEAM 17REPS 3
Constellation Wealth Capital
RIAChicago, IL
AUM $2.5BTEAM 20REPS 5
Private Wealth Asset Management
RIAOmaha, NE
AUM $2.5BTEAM 32REPS 24
Stonebridge Capital Advisors LLC
RIASaint Paul, MN
AUM $2.5BTEAM 31REPS 7
Aerie Advisory Group LLC
RIAGig Harbor, WA
AUM $2.5BTEAM 16REPS 6
Twinbeech Capital LP
RIAPurchase, NY
AUM $2.5BTEAM 7REPS 2
Other AUM ranges
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