RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Exeter Property Group, LLC
RIARadnor, PA
AUM $35.1BTEAM 222REPS 5
Government Portfolio Advisors LLC
RIAPortland, OR
AUM $35.1BTEAM 10REPS 7
Shenkman Capital Management, Inc.
RIANew York, NY
AUM $35.1BTEAM 146REPS 10
Fayez Sarofim & Co
RIAHouston, TX
AUM $35.1BTEAM 54REPS 20
Alight Financial Advisors, LLC
RIACharlotte, NC
AUM $35.1BTEAM 70REPS 65
Octagon Credit Investors, LLC
RIANew York, NY
AUM $35.1BTEAM 100REPS 15
Russell Investments
RIASeattle, WA
AUM $35BTEAM 580REPS 7
Virtus Fixed Income Advisers, LLC
RIAHartford, CT
AUM $34.9BTEAM 95REPS 8
Sanctuary Advisors, LLC
RIAMiami, FL
AUM $34.9BTEAM 770REPS 399
Schroders Capital Management (US) Inc.
RIANew York, NY
AUM $34.6BTEAM 163REPS 14
King Street Capital Management, L.P.
RIANew York, NY
AUM $34.6BTEAM 247REPS 5
Stancorp Investment Advisers, Inc.
RIAPortland, OR
AUM $34.5BTEAM 81REPS 78
Brevan Howard US Investment Management LP
RIANew York, NY
AUM $34.4BTEAM 228REPS 8
Rreef America L.L.C.
RIAChicago, IL
AUM $34.3BTEAM 175REPS 6
Wealthspire Advisors
RIANew York, NY
AUM $34.3BTEAM 397REPS 244
Roark Capital Management, LLC
RIAAtlanta, GA
AUM $34.2BTEAM 145REPS 3
Kayne Anderson Capital Advisors, L.P.
RIAHouston, TX
AUM $34.1BTEAM 310REPS 12
Voya Alternative Asset Management LLC
RIANew York, NY
AUM $34BTEAM 124REPS 8
Clearstead; Clearstead Advisory Solutions
RIACleveland, OH
AUM $33.9BTEAM 280REPS 76
Edgepoint Investment Group
RIAToronto Ontario
AUM $33.8BTEAM 26REPS 7
Pacific Way Capital Management, LLC
RIANew York, NY
AUM $33.6BTEAM 8REPS 8
Allworth Financial, L.P.
RIAFolsom, CA
AUM $33.6BTEAM 493REPS 299
Sona Asset Management (US) LLC
RIANew York, NY
AUM $33.5BTEAM 39REPS 9
BNY Mellon Advisors, Inc.
RIANew York, NY
AUM $33.5BTEAM 66REPS 23
Other AUM ranges
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