RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Clear Haven Capital Management, LLC
RIANew York, NY
AUM $2.2BTEAM 16REPS 3
Moorstone, L.P.
RIANew York, NY
AUM $2.2BTEAM 12REPS 3
Hite Hedge Asset Management LLC
RIABraintree, MA
AUM $2.2BTEAM 21REPS 2
The Investment Counsel Company
RIALas Vegas, NV
AUM $2.2BTEAM 11REPS 7
Orei Advisors LP
RIAAustin, TX
AUM $2.2BTEAM 41REPS 3
Euro Pacific Asset Management, LLC
RIADorado, PR
AUM $2.2BTEAM 14REPS 11
Joel R. Mogy Investment Counsel Inc.
RIABeverly Hills, CA
AUM $2.2BTEAM 9REPS 5
Pacific Lake Partners, L.L.C.
RIABoston, MA
AUM $2.2BTEAM 27REPS 2
Condor Capital Wealth Management
RIAMartinsville, NJ
AUM $2.2BTEAM 31REPS 17
CAI Manager LP
RIAMill Valley, CA
AUM $2.2BTEAM 17REPS 2
Bell Asset Management Limited
RIAMelbourne
AUM $2.2BTEAM 30REPS 5
Catalio Capital Management, LP
RIANew York, NY
AUM $2.2BTEAM 30REPS 1
Ascend Partners
RIANew York, NY
AUM $2.2BTEAM 19REPS 4
Sagefield Investment Group LP
RIADallas, TX
AUM $2.2BTEAM 10REPS 2
Mercer Investment Solutions LLC
RIANew York, NY
AUM $2.2BTEAM 38REPS 4
Sigma Investment Counselors
RIANorthville, MI
AUM $2.2BTEAM 20REPS 12
Samsara Biocapital, LLC
RIAAUM $2.2BTEAM 31REPS 4
Pinnacle Pension Consultants LLC
RIANeedham, MA
AUM $2.2BTEAM 3REPS 3
Resurgens Technology Advisors, L.P.
RIAAtlanta, GA
AUM $2.2BTEAM 42REPS 3
PDS Planning Inc
RIADublin, OH
AUM $2.2BTEAM 19REPS 11
Zuckerman Investment Group
RIAChicago, IL
AUM $2.2BTEAM 15REPS 4
Anfield Capital Management, LLC
RIAIrvine, CA
AUM $2.2BTEAM 10REPS 2
Shanghai Fosun Chuangfu Equity Investment Management Company
RIAShanghai
AUM $2.2BTEAM 65REPS 12
Abacus Planning Group, Inc.
RIAColumbia, SC
AUM $2.2BTEAM 30REPS 16
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?