RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Nilsine Partners, LLC
RIAGreenwood Village, CO
AUM $1.9BTEAM 18REPS 17
Valence8
RIACambridge, MA
AUM $1.9BTEAM 8REPS 4
Triguard Management LLC
RIANewport Beach, CA
AUM $1.9BTEAM 9REPS 4
Capital Management Associates Inc
RIAMinneapolis, MN
AUM $1.9BTEAM 17REPS 14
Access Ventures
RIANew York, NY
AUM $1.9BTEAM 8REPS 2
Axia Advisory
RIAIndianapolis, IN
AUM $1.9BTEAM 4REPS 14
Blue Chip Partners, LLC
RIAFarmington Hills, MI
AUM $1.9BTEAM 34REPS 19
Klcm Advisors, Inc.
RIAMilwaukee, WI
AUM $1.9BTEAM 11REPS 6
Wilkinson Global Asset Management LLC
RIANew York, NY
AUM $1.9BTEAM 13REPS 2
Two Creeks Capital Management, LP
RIANew York, NY
AUM $1.9BTEAM 14REPS 3
Sovran Advisors, LLC
RIASan Diego, CA
AUM $1.9BTEAM 64REPS 69
Integral Health Asset Management, LLC
RIANew York, NY
AUM $1.9BTEAM 12REPS 2
DG Partners LLP
RIALondon
AUM $1.9BTEAM 37REPS 4
Wolf Hill Capital Management, LP
RIAGreenwich, CT
AUM $1.9BTEAM 7REPS 2
Austin Asset
RIAAustin, TX
AUM $1.9BTEAM 21REPS 14
Fifth Down Cap LLC
RIAAUM $1.9BTEAM 23REPS 6
IAG Wealth Partners, LLC
RIAWaukesha, WI
AUM $1.9BTEAM 15REPS 16
Westend Advisors, LLC
RIACharlotte, NC
AUM $1.9BTEAM 29REPS 20
UX Wealth Partners LLC
RIACentennial, CO
AUM $1.9BTEAM 7REPS 5
Diversified Management Inc
RIAMilwaukee, WI
AUM $1.9BTEAM 8REPS 6
NMS Capital Services, LLC
RIANew York, NY
AUM $1.9BTEAM 28REPS 3
Morgan Stanley Private Equity Asia, Inc.
RIANew York, NY
AUM $1.9BTEAM 74REPS 7
Scout Energy Management LLC
RIADallas, TX
AUM $1.9BTEAM 1113REPS 2
Tritium Partners
RIAAustin, TX
AUM $1.9BTEAM 28REPS 4
Other AUM ranges
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