RIAs: $1B – $5B AUM
3,229 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Good Life Advisors, LLC
RIACelebration, FL
AUM $4.4BTEAM 135REPS 80
Campbell & Company Investment Adviser LLC
RIABaltimore, MD
AUM $4.3BTEAM 68REPS 4
Quilvest Capital Partners Management, LLC
RIANew York, NY
AUM $4.3BTEAM 26REPS 4
Stonehill Capital Management LLC
RIANew York, NY
AUM $4.3BTEAM 23REPS 10
Voyager Global Management LP
RIANew York, NY
AUM $4.3BTEAM 3REPS 2
Waterton Investment Adviser, L.L.C.
RIAChicago, IL
AUM $4.3BTEAM 226REPS 9
Northcrest Asset Management
RIAPlymouth, MN
AUM $4.3BTEAM 12REPS 7
Morgan Stanley | Eaton Vance Clo Manager LLC
RIANew York, NY
AUM $4.3BTEAM 17REPS 6
PCA Investment Advisory Services, Inc.
RIACincinnati, OH
AUM $4.3BTEAM 15REPS 15
Kestra Investment Management, LLC
RIAAustin, TX
AUM $4.3BTEAM 17REPS 13
Prana Capital Management LP
RIAGreenwich, CT
AUM $4.3BTEAM 10REPS 3
Pallas Capital Advisors, LLC
RIABraintree, MA
AUM $4.3BTEAM 28REPS 28
360 One Asset Management Limited
RIAMumbaimaharashtra
AUM $4.3BTEAM 130REPS 9
Coronation International Limited
RIALondon
AUM $4.3BTEAM 10REPS 5
New Century Advisors, LLC
RIAChevy Chase, MD
AUM $4.3BTEAM 18REPS 5
Trillium Asset Management
RIABoston, MA
AUM $4.3BTEAM 53REPS 15
Think Investments
RIASan Francisco, CA
AUM $4.3BTEAM 24REPS 3
Karpus Investment Management
RIAPittsford, NY
AUM $4.3BTEAM 35REPS 7
Nicolet Wealth Management
RIAGreen Bay, WI
AUM $4.3BTEAM 75REPS 48
Sage Financial Group Inc.
RIAWest Conshohocken, PA
AUM $4.3BTEAM 28REPS 20
Aaron Wealth Advisors
RIAChicago, IL
AUM $4.3BTEAM 16REPS 10
Sage Mountain Advisors, LLC
RIAAtlanta, GA
AUM $4.3BTEAM 31REPS 23
Vibrant Capital Partners, Inc.
RIANew York, NY
AUM $4.3BTEAM 24REPS 5
Turtle Creek Trust
RIADallas, TX
AUM $4.3BTEAM 10REPS 4
Other AUM ranges
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