RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Monogram Capital Management, L.P.
RIABeverly Hills, CA
AUM $1.8BTEAM 11REPS 2
QVT Financial LP
RIANew York, NY
AUM $1.8BTEAM 31REPS 7
Governors Lane LP
RIANew York, NY
AUM $1.8BTEAM 20REPS 4
Parkwoods Wealth Partners, LLC
RIAClayton, MO
AUM $1.8BTEAM 46REPS 33
Aquarian Holdings Management LLC
RIANew York, NY
AUM $1.8BTEAM 64REPS 5
TFC Financial Management, Inc.
RIABoston, MA
AUM $1.8BTEAM 22REPS 14
Nonantum Capital Partners
RIABoston, MA
AUM $1.8BTEAM 25REPS 8
Bitterroot Capital Advisors LLC
RIABozeman, MT
AUM $1.8BTEAM 7REPS 3
Alta Park Capital, LP
RIASan Francisco, CA
AUM $1.8BTEAM 16REPS 6
Blueprint Investment Partners LLC
RIAGreensboro, NC
AUM $1.8BTEAM 9REPS 7
Healthquest Capital Management, L.P.
RIAAustin, TX
AUM $1.8BTEAM 28REPS 3
Great Point Partners, LLC
RIAGreenwich, CT
AUM $1.8BTEAM 28REPS 3
Auxano Advisors
RIABellevue, WA
AUM $1.8BTEAM 15REPS 9
Oak Associates Ltd
RIAAkron, OH
AUM $1.8BTEAM 8REPS 3
Andalusian Private Capital, LP
RIANew York, NY
AUM $1.8BTEAM 12REPS 3
Vista Credit Bdc Management, L.P.
RIANew York, NY
AUM $1.8BREPS 8
Regent Properties
RIALos Angeles, CA
AUM $1.8BTEAM 28REPS 7
Mainline West Fund Manager LLC
RIADenver, CO
AUM $1.8BTEAM 5REPS 4
Linden Thomas Advisory Services, LLC
RIACharlotte, NC
AUM $1.8BTEAM 14REPS 12
Aligned Climate Capital LLC
RIANew York, NY
AUM $1.8BTEAM 18REPS 5
Cahill Financial Advisors, Inc.
RIAEdina, MN
AUM $1.8BTEAM 22REPS 13
Marco Investment Management LLC
RIAAtlanta, GA
AUM $1.8BTEAM 10REPS 6
Styrax Capital LP
RIANew York, NY
AUM $1.8BTEAM 9REPS 2
Greenwood Capital Associates, LLC
RIAGreenwood, SC
AUM $1.8BTEAM 21REPS 16
Other AUM ranges
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