RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Quest Investment Management, LLC
RIALake Oswego, OR
AUM $1.7BTEAM 9REPS 7
Linse Capital LLC
RIASan Juan, PR
AUM $1.7BTEAM 5REPS 3
P/E Global LLC
RIABoston, MA
AUM $1.7BTEAM 62REPS 3
LGL Partners, LLC
RIAPhiladelphia, PA
AUM $1.7BTEAM 38REPS 4
The Praedium Group LLC
RIABoca Raton, FL
AUM $1.7BTEAM 10REPS 3
Oak Ridge Investments, LLC
RIAChicago, IL
AUM $1.7BTEAM 13REPS 4
Seelaus Asset Management, LLC
RIAChatham, NJ
AUM $1.7BTEAM 29REPS 21
American Infrastructure
RIAFoster City, CA
AUM $1.7BTEAM 19REPS 2
Stephens Group Asset Management, LLC
RIALittle Rock, AR
AUM $1.7BTEAM 4REPS 7
North Peak Capital Management, LLC
RIANew York, NY
AUM $1.7BTEAM 7REPS 3
KBS Capital Advisors, LLC
RIANewport Beach, CA
AUM $1.7BTEAM 75REPS 6
Liontree Investment Management, LLC
RIANew York, NY
AUM $1.7BTEAM 32REPS 4
Citrin Cooperman Wealth Management, LLC
RIANew York, NY
AUM $1.7BTEAM 9REPS 9
Gilbert & Cook, Inc.
RIAWest Des Moines, IA
AUM $1.7BTEAM 32REPS 19
Raffa Investment Advisers
RIAAUM $1.7BTEAM 9REPS 7
Rothschild Wealth LLC
RIAOak Brook, IL
AUM $1.7BTEAM 27REPS 27
Fifth Down Cap LLC
RIAAUM $1.7BTEAM 23REPS 6
Prescott General Partners LLC
RIABoca Raton, FL
AUM $1.7BTEAM 5REPS 4
Parsifal Capital Management, LP
RIAGreenwich, CT
AUM $1.7BTEAM 11REPS 2
Corundum Group, Inc.
RIAColorado Springs, CO
AUM $1.7BTEAM 12REPS 6
CRA Financial Services, L.L.C.
RIANorthfield, NJ
AUM $1.7BTEAM 14REPS 10
MAG Cap
RIARidgeland, MS
AUM $1.7BTEAM 18REPS 16
Affinity Asset Advisors, LLC
RIANew York, NY
AUM $1.7BTEAM 10REPS 5
Private Advisory
RIARedmond, WA
AUM $1.7BTEAM 31REPS 20
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?