RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Fernbridge Capital Management LP
RIALos Angeles, CA
AUM $2.1BTEAM 11REPS 3
GMO Singapore Pte. Limited
RIASingapore
AUM $2.1BTEAM 15REPS 7
Lawley Retirement Advisors
RIABuffalo, NY
AUM $2.1BTEAM 12REPS 11
Orleans Capital Management Corp
RIAMandeville, LA
AUM $2.1BTEAM 12REPS 8
Roundview Capital, LLC
RIAPrinceton, NJ
AUM $2.1BTEAM 13REPS 7
SIR Capital Management L.P.
RIANew York, NY
AUM $2.1BTEAM 17REPS 8
Sparx Asset Management Korea Co, Ltd.
RIASeoul
AUM $2.1BTEAM 23REPS 4
Doubleline ETF Adviser LP
RIATampa, FL
AUM $2.1BTEAM 259REPS 2
Okabena Investment Services Inc
RIAMinneapolis, MN
AUM $2.1BTEAM 18REPS 8
Tower Arch Capital
RIADraper, UT
AUM $2.1BTEAM 24REPS 6
Enlightenment Capital
RIAChevy Chase, MD
AUM $2.1BTEAM 18REPS 4
Westview Capital Management LLC
RIABoston, MA
AUM $2.1BTEAM 20REPS 3
Velocity Capital Advisors LLC
RIANew York, NY
AUM $2.1BTEAM 13REPS 3
Suncoast Equity Management, LLC
RIATampa, FL
AUM $2.1BTEAM 12REPS 7
Blue Swell Asset Management Private Limited
RIASingapore
AUM $2.1BTEAM 9REPS 2
New England Retirement Consultants, LLC
RIABoston, MA
AUM $2.1BTEAM 3REPS 4
Vanderbilt Advisory Services
RIAWoodbury, NY
AUM $2.1BTEAM 161REPS 165
Distillate Capital Partners LLC
RIAChicago, IL
AUM $2.1BTEAM 4REPS 4
Greylion Partners LP
RIANew York, NY
AUM $2.1BTEAM 22REPS 4
American Capital Management Inc
RIANew York, NY
AUM $2.1BTEAM 15REPS 7
Gerchen Capital Partners
RIAChicago, IL
AUM $2.1BTEAM 23REPS 5
Elser Financial Planning, Inc.
RIAIndianapolis, IN
AUM $2.1BTEAM 15REPS 12
Fiduciary Advisors, Inc.
RIASaint Louis, MO
AUM $2.1BTEAM 4REPS 4
The Wealth Alliance, LLC
RIAMelville, NY
AUM $2.1BTEAM 29REPS 12
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?