RIAs: $1B – $5B AUM
3,228 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Jana Partners Management, LP
RIANew York, NY
AUM $2.3BTEAM 19REPS 6
Cornerstone Management, Inc.
RIADuluth, GA
AUM $2.3BTEAM 19REPS 10
Fidelis Capital
RIATampa, FL
AUM $2.3BTEAM 22REPS 15
Beacon Coast Partners, LLC
RIASan Francisco, CA
AUM $2.3BTEAM 6REPS 5
Clocktower Group, L.P.
RIASanta Monica, CA
AUM $2.3BTEAM 28REPS 2
Lazard Asset Management Canada Inc
RIANew York, NY
AUM $2.3BREPS 4
Sellwood Investment Partners LLC
RIAPortland, OR
AUM $2.3BTEAM 16REPS 17
Gamma Investing LLC
RIAAUM $2.3BTEAM 7REPS 8
Vanbarton Group LLC
RIANew York, NY
AUM $2.3BTEAM 28REPS 4
Asset Value Investors Limited
RIALondon
AUM $2.3BTEAM 23REPS 9
Grant Tani Barash & Altman, LLC
RIABeverly Hills, CA
AUM $2.3BTEAM 89REPS 8
Moneco Advisors
RIAFairfield, CT
AUM $2.3BTEAM 66REPS 51
Sound View Wealth Advisors Group, LLC
RIASavannah, GA
AUM $2.3BTEAM 19REPS 9
Gateway Wealth Partners, LLC
RIAAppleton, WI
AUM $2.3BTEAM 83REPS 104
Traphagen Financial Group
RIAOradell, NJ
AUM $2.3BTEAM 18REPS 18
Arroyo Energy Investment Partners LLC
RIASpring, TX
AUM $2.3BTEAM 20REPS 7
Stonebridge Financial Group, LLC
RIAWormleysburg, PA
AUM $2.3BTEAM 29REPS 25
JDL Advisers
RIANewport Beach, CA
AUM $2.3BTEAM 10REPS 12
YHB Investment Advisors Inc
RIAWest Hartford, CT
AUM $2.3BTEAM 30REPS 18
Vestor Capital, LLC
RIAChicago, IL
AUM $2.3BTEAM 27REPS 24
DW Partners, LP
RIANew York, NY
AUM $2.3BTEAM 41REPS 5
Beaird Harris
RIADallas, TX
AUM $2.3BTEAM 19REPS 18
Waratah Capital Advisors Ltd.
RIAToronto Ontario
AUM $2.3BTEAM 43REPS 3
Coliseum Capital Management, LLC
RIANorwalk, CT
AUM $2.3BTEAM 15REPS 4
Other AUM ranges
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