RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Capita Financial Network, LLC
RIADraper, UT
AUM $2.3BTEAM 59REPS 31
Matrix Capital Management Company, LP
RIAPortsmouth, NH
AUM $2.3BTEAM 7REPS 3
PPC Enterprises LLC
RIANew York, NY
AUM $2.3BTEAM 32REPS 4
Cape Ann Asset Management
RIALondon
AUM $2.3BTEAM 21REPS 7
Woodley Farra
RIAIndianapolis, IN
AUM $2.3BTEAM 14REPS 12
Revelation Capital Management, LLC
RIASausalito, CA
AUM $2.3BTEAM 18REPS 4
Milliman Advisors, LLC
RIASeattle, WA
AUM $2.3BTEAM 1REPS 1
Greensledge Advisors LLC
RIANew York, NY
AUM $2.3BREPS 1
Oxford Lane Management, LLC
RIAGreenwich, CT
AUM $2.3BTEAM 23REPS 5
Arlington Partners LLC
RIABirmingham, AL
AUM $2.3BTEAM 14REPS 9
Tiptree Advisors, LLC
RIANew York, NY
AUM $2.3BTEAM 13REPS 4
Louisbourg Investments
RIADieppe New Brunswick
AUM $2.3BTEAM 28REPS 4
Sageview Capital LP
RIAGreenwich, CT
AUM $2.3BTEAM 21REPS 4
Summit Financial Strategies Inc
RIAColumbus, OH
AUM $2.3BTEAM 35REPS 20
Mckinley Carter Wealth Services, Inc.
RIAWheeling, WV
AUM $2.3BTEAM 32REPS 27
Summit Wealth Group
RIAColorado Springs, CO
AUM $2.3BTEAM 80REPS 37
Willow Creek Wealth Management, Inc.
RIASebastopol, CA
AUM $2.3BTEAM 23REPS 13
EFG Private Wealth Management (Americas) Corp.
RIAMiami, FL
AUM $2.3BTEAM 56REPS 52
Garnet Credit Management LLC
RIANew York, NY
AUM $2.3BTEAM 14REPS 4
RSW Investments
RIASummit, NJ
AUM $2.3BTEAM 10REPS 5
T. Rowe Price Singapore Private Ltd
RIASingapore
AUM $2.3BTEAM 71REPS 7
TLG Advisors, Inc.
RIASummit, NJ
AUM $2.3BTEAM 290REPS 313
Varadero Capital, L.P.
RIANew York, NY
AUM $2.3BTEAM 27REPS 5
Summit Global Investments, LLC
RIABountiful, UT
AUM $2.3BTEAM 37REPS 95
Other AUM ranges
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