RIAs: Over $5B AUM

2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Apollo Credit Management, LLC

RIA

New York, NY

AUM $30BTEAM 3564REPS 4

Waverly Advisors, LLC

RIA

Birmingham, AL

AUM $29.9BTEAM 414REPS 224

Westfield Capital Management Company, L.P.

RIA

Boston, MA

AUM $29.8BTEAM 63REPS 4

Beach Point Capital Management LP

RIA

Santa Monica, CA

AUM $29.8BTEAM 173REPS 6

Empowered Funds, LLC

RIA

Newtown Square, PA

AUM $29.7BTEAM 44REPS 8

J.P. Morgan Alternative Asset Management, Inc.

RIA

New York, NY

AUM $29.7BTEAM 86REPS 6

Epoch Investment Partners, Inc.

RIA

New York, NY

AUM $29.7BTEAM 137REPS 6

Franklin Templeton Institutional, LLC

RIA

New York, NY

AUM $29.6BTEAM 127REPS 7

Diamond Hill Capital Management Inc

RIA

Columbus, OH

AUM $29.4BTEAM 120REPS 7

Invesco Senior Secured Management, Inc.

RIA

New York, NY

AUM $29.4BTEAM 109REPS 7

Voleon Capital Management LP

RIA

Berkeley, CA

AUM $29.4BTEAM 158REPS 8

Cornerstone Partners

RIA

Charlottesville, VA

AUM $29.3BTEAM 36REPS 12

Neuberger Berman Singapore Pte. Limited

RIA

Singapore

AUM $29.3BTEAM 32REPS 5

Partners Group (USA) Inc.

RIA

New York, NY

AUM $29.1BTEAM 431REPS 6

Wafra Inc.

RIA

New York, NY

AUM $29BTEAM 158REPS 5

Addenda Capital

RIA

Montreal

AUM $29BTEAM 163REPS 26

Ameritas Investment Partners, Inc.

RIA

Lincoln, NE

AUM $29BTEAM 51REPS 11

Berkshire Partners LLC

RIA

Boston, MA

AUM $29BTEAM 152REPS 33

DBX Advisors LLC

RIA

New York, NY

AUM $29BTEAM 53REPS 6

Quantum Capital Group

RIA

Houston, TX

AUM $28.8BTEAM 144REPS 8

Diameter Capital Partners LP

RIA

New York, NY

AUM $28.8BTEAM 119REPS 4

Third Point LLC

RIA

New York, NY

AUM $28.7BTEAM 143REPS 5

Winslow Capital Management LLC

RIA

Minneapolis, MN

AUM $28.7BTEAM 37REPS 5

Atlanta Capital

RIA

Atlanta, GA

AUM $28.6BTEAM 35REPS 5

Other AUM ranges

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