RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Ardsley Partners
RIANorwalk, CT
AUM $1.6BTEAM 11REPS 5
Penobscot Investment Management Company, Inc.
RIABoston, MA
AUM $1.6BTEAM 14REPS 9
Forgelight LLC
RIADoral, FL
AUM $1.6BTEAM 5REPS 2
Provenio Capital
RIANewport Beach, CA
AUM $1.6BTEAM 11REPS 6
Zweig-Dimenna Associates LLC
RIANew York, NY
AUM $1.6BTEAM 31REPS 6
Tom Johnson Investment Management, LLC
RIAOklahoma City, OK
AUM $1.6BTEAM 11REPS 7
Vectorglobal Iag, Inc.
RIAMiami, FL
AUM $1.6BTEAM 27REPS 11
Rodgers & Associates
RIALancaster, PA
AUM $1.6BTEAM 21REPS 14
Shellback Capital, LP
RIABoston, MA
AUM $1.6BTEAM 10REPS 5
Karpreilly, LLC
RIAGreenwich, CT
AUM $1.6BTEAM 18REPS 6
Wealhouse Capital Limited Partnership
RIAToronto Ontario
AUM $1.6BTEAM 16REPS 3
FS Fund Advisor, LLC
RIAPhiladelphia, PA
AUM $1.6BTEAM 118REPS 8
Trivium Point Advisory, LLC
RIAWilton, CT
AUM $1.6BTEAM 38REPS 16
Matisse Capital
RIAPortland, OR
AUM $1.6BTEAM 11REPS 10
Third Avenue Management LLC
RIANew York, NY
AUM $1.6BTEAM 19REPS 8
Muller & Monroe Asset Management,LLC
RIAChicago, IL
AUM $1.6BTEAM 17REPS 6
Telos Capital Management, Inc.
RIASan Diego, CA
AUM $1.6BTEAM 19REPS 14
Intrepid Capital Management Inc
RIAJacksonville Beach, FL
AUM $1.6BTEAM 16REPS 6
L. Roy Papp & Associates, LLP
RIAPhoenix, AZ
AUM $1.6BTEAM 10REPS 13
Tacora Capital Management, LP
RIAAUM $1.6BTEAM 10REPS 2
Pasadena Private Wealth, LLC
RIAPasadena, CA
AUM $1.6BTEAM 19REPS 20
The Nemes Rush Group, LLC
RIANovi, MI
AUM $1.6BTEAM 17REPS 9
Bloom Advisors
RIAFarmington Hills, MI
AUM $1.6BTEAM 21REPS 12
ISC Advisors, Inc.
RIADallas, TX
AUM $1.6BTEAM 30REPS 29
Other AUM ranges
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