RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Clearwater Advisors, LLC
RIABoise, ID
AUM $4.7BTEAM 9REPS 8
Diversify Advisory Services, LLC
RIASouth Jordan, UT
AUM $4.6BTEAM 206REPS 116
Forza Investment Group, LP
RIASummit, NJ
AUM $4.6BTEAM 17REPS 2
CG Advisory Services
RIAWilliamston, MI
AUM $4.6BTEAM 136REPS 69
Heritage Investors Management Corp
RIABethesda, MD
AUM $4.6BTEAM 22REPS 11
Clean Energy Transition LLP
RIALondon
AUM $4.6BTEAM 14REPS 5
C-Bridge Capital LLC
RIANew York, NY
AUM $4.6BTEAM 8REPS 2
Verdence Capital Advisors, LLC
RIAHunt Valley, MD
AUM $4.6BTEAM 52REPS 47
Caxton Associates (USA) LLC
RIANew York, NY
AUM $4.6BTEAM 25REPS 6
Bowen, Hanes & Co Inc
RIAPonte Vedra, FL
AUM $4.6BTEAM 10REPS 3
Summit Partners Public Asset Management, LLC
RIABoston, MA
AUM $4.6BTEAM 22REPS 3
Pantheon
RIALondon
AUM $4.6BTEAM 406REPS 4
Ancora Advisors LLC
RIAMayfield Heights, OH
AUM $4.6BTEAM 46REPS 12
Templeton Investment Counsel, LLC
RIAFort Lauderdale, FL
AUM $4.6BTEAM 31REPS 5
Haussmann 1864 Capital Management LLC
RIANew York, NY
AUM $4.6BTEAM 5REPS 6
Fundstrat Capital
RIANew York, NY
AUM $4.6BTEAM 3REPS 3
Stable Asset Management LP
RIANew York, NY
AUM $4.6BTEAM 21REPS 2
BTC Capital Management
RIADes Moines, IA
AUM $4.6BTEAM 17REPS 14
1932 Investment Management
RIANewark, NJ
AUM $4.6BTEAM 6REPS 4
Globeflex Capital LP
RIASan Diego, CA
AUM $4.6BTEAM 26REPS 8
Castleark Management LLC
RIAChicago, IL
AUM $4.6BTEAM 28REPS 9
Arbor Realty Collateral Management, LLC
RIAUniondale, NY
AUM $4.6BTEAM 50REPS 5
Twin Focus Capital Partners, LLC
RIABoston, MA
AUM $4.6BTEAM 37REPS 21
Boston Trust Walden Inc.
RIABoston, MA
AUM $4.6BTEAM 32REPS 7
Other AUM ranges
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