RIAs: $1B – $5B AUM

3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.

ANCALA PARTNERS LLC

RIA

New York, NY

AUM $4.4BTEAM 7REPS 2

GOOD LIFE ADVISORS, LLC

RIA

CELEBRATION, FL

AUM $4.4BTEAM 135REPS 99

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

RIA

BALTIMORE, MD

AUM $4.3BTEAM 68REPS 4

QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC

RIA

New York, NY

AUM $4.3BTEAM 26REPS 4

STONEHILL CAPITAL MANAGEMENT LLC

RIA

New York, NY

AUM $4.3BTEAM 23REPS 10

VOYAGER GLOBAL MANAGEMENT LP

RIA

New York, NY

AUM $4.3BTEAM 3REPS 2

WATERTON INVESTMENT ADVISER, L.L.C.

RIA

CHICAGO, IL

AUM $4.3BTEAM 226REPS 9

NORTHCREST ASSET MANAGEMENT

RIA

PLYMOUTH, MN

AUM $4.3BTEAM 12REPS 6

MORGAN STANLEY | EATON VANCE CLO MANAGER LLC

RIA

New York, NY

AUM $4.3BTEAM 17REPS 6

IWP WEALTH MANAGEMENT LLC

RIA

DENVER, CO

AUM $4.3BTEAM 33REPS 17

GREENVALE CAPITAL LLP

RIA

LONDON

AUM $4.3BTEAM 14REPS 8

PCA INVESTMENT ADVISORY SERVICES, INC.

RIA

CINCINNATI, OH

AUM $4.3BTEAM 15REPS 14

KESTRA INVESTMENT MANAGEMENT, LLC.

RIA

AUSTIN, TX

AUM $4.3BTEAM 17REPS 13

PRANA CAPITAL MANAGEMENT LP

RIA

GREENWICH, CT

AUM $4.3BTEAM 10REPS 4

PALLAS CAPITAL ADVISORS, LLC

RIA

BRAINTREE, MA

AUM $4.3BTEAM 28REPS 26

CORONATION INTERNATIONAL LIMITED

RIA

LONDON

AUM $4.3BTEAM 10REPS 5

NEW CENTURY ADVISORS, LLC

RIA

CHEVY CHASE, MD

AUM $4.3BTEAM 18REPS 5

TRILLIUM ASSET MANAGEMENT

RIA

BOSTON, MA

AUM $4.3BTEAM 53REPS 14

THINK INVESTMENTS

RIA

SAN FRANCISCO, CA

AUM $4.3BTEAM 24REPS 3

UNIFI ASSET MANAGEMENT LP

RIA

New York, NY

AUM $4.3BTEAM 16REPS 3

NICOLET WEALTH MANAGEMENT

RIA

GREEN BAY, WI

AUM $4.3BTEAM 75REPS 51

SAGE FINANCIAL GROUP INC.

RIA

WEST CONSHOHOCKEN, PA

AUM $4.3BTEAM 28REPS 21

MACQUARIE WEALTH ADVISERS, LLC

RIA

New York, NY

AUM $4.3BTEAM 69REPS 9

AARON WEALTH ADVISORS

RIA

CHICAGO, IL

AUM $4.3BTEAM 16REPS 11

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo