RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Shufro, Rose & Co, LLC
RIANew York, NY
AUM $2.5BTEAM 27REPS 13
Fiduciary First
RIAMaitland, FL
AUM $2.5BTEAM 7REPS 10
Tiff Investment Management
RIARadnor, PA
AUM $2.5BREPS 7
Martis Capital Management, LLC
RIAWashington, DC
AUM $2.5BTEAM 25REPS 4
Mcinroy & Wood Limited
RIAHaddington East Lothian
AUM $2.5BTEAM 72REPS 10
Forge Global Advisors LLC
RIASan Francisco, CA
AUM $2.5BTEAM 18REPS 4
S & Co, Inc.
RIABoston, MA
AUM $2.5BTEAM 15REPS 8
Unigestion (US) Ltd
RIANew York, NY
AUM $2.5BTEAM 9REPS 4
Urban Investment Advisors
RIALarkspur, CA
AUM $2.5BTEAM 3REPS 2
Analog Century Management LP
RIANew York, NY
AUM $2.5BTEAM 10REPS 4
RZH Advisors LLC
RIAStamford, CT
AUM $2.4BTEAM 11REPS 7
CAS Investment Partners, LLC
RIAWestport, CT
AUM $2.4BTEAM 3REPS 1
Jaffe Tilchin Investment Partners, LLC
RIATampa, FL
AUM $2.4BTEAM 39REPS 36
Retirement Resources Investment Corporation
RIAAndover, MA
AUM $2.4BTEAM 7REPS 2
Michaud Capital Management LLC
RIADenver, CO
AUM $2.4BTEAM 19REPS 4
Bluearc Capital Management
RIAAtlanta, GA
AUM $2.4BTEAM 11REPS 4
Medalist Partners LP
RIANew York, NY
AUM $2.4BTEAM 21REPS 7
Domini Impact Investments LLC
RIANew York, NY
AUM $2.4BTEAM 23REPS 14
Balance Point Capital Advisors, LLC
RIAWestport, CT
AUM $2.4BTEAM 23REPS 3
Infrared Capital Partners (US) LLC
RIANew York, NY
AUM $2.4BTEAM 28REPS 3
Longitude Capital Management Co, LLC
RIAMenlo Park, CA
AUM $2.4BTEAM 27REPS 4
Crayhill Capital Management LP
RIANew York, NY
AUM $2.4BTEAM 28REPS 5
Gryphon Financial Partners
RIAColumbus, OH
AUM $2.4BTEAM 31REPS 17
Guyasuta Investment Advisors, Incorporated
RIAPittsburgh, PA
AUM $2.4BTEAM 13REPS 10
Other AUM ranges
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