RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
CWA Asset Management Group
RIANaples, FL
AUM $4.5BTEAM 67REPS 49
Spire Wealth Management, LLC
RIAMclean, VA
AUM $4.5BTEAM 145REPS 72
Agtb Fund Manager, LLC
RIANew York, NY
AUM $4.5BTEAM 239REPS 4
Goelzer Investment Management
RIACarmel, IN
AUM $4.5BTEAM 34REPS 25
OIC
RIANew York, NY
AUM $4.5BTEAM 46REPS 4
Greycroft LP
RIANew York, NY
AUM $4.5BTEAM 54REPS 6
Halseypoint Asset Management
RIAEl Segundo, CA
AUM $4.5BTEAM 13REPS 2
Capitolis Advisors LLC
RIANew York, NY
AUM $4.5BTEAM 68REPS 5
Venrock Adviser, LLC
RIANew York, NY
AUM $4.5BTEAM 11REPS 3
Performa Limited (US), LLC
RIACharleston, SC
AUM $4.5BTEAM 18REPS 6
Evanston Capital Management, LLC
RIAEvanston, IL
AUM $4.5BTEAM 28REPS 9
Clifford Swan Investment Counselors
RIAPasadena, CA
AUM $4.5BTEAM 40REPS 20
Brighton Park Capital
RIAGreenwich, CT
AUM $4.5BTEAM 56REPS 3
Connecticut Wealth Management, LLC
RIAFarmington, CT
AUM $4.5BTEAM 74REPS 49
Elementum Advisors, LLC
RIAChicago, IL
AUM $4.5BTEAM 39REPS 7
Alpinvest Private Equity Investment Management, LLC
RIANew York, NY
AUM $4.5BTEAM 290REPS 3
Paradigm Biocapital Advisors LP
RIANew York, NY
AUM $4.5BTEAM 11REPS 2
CX Institutional, LLC
RIAAuburn, IN
AUM $4.5BTEAM 130REPS 83
Luminarx Capital Management LP
RIANew York, NY
AUM $4.5BTEAM 27REPS 4
Banner Oak Capital Partners, LP
RIADallas, TX
AUM $4.5BTEAM 9REPS 5
Bluespruce
RIAChicago, IL
AUM $4.5BTEAM 10REPS 5
Bienville Capital Management, LLC
RIANew York, NY
AUM $4.5BTEAM 27REPS 9
Valley Forge Capital Management
RIAMiami, FL
AUM $4.4BTEAM 9REPS 2
Provenance Wealth Advisors
RIAFort Lauderdale, FL
AUM $4.4BTEAM 52REPS 20
Other AUM ranges
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