RIAs: Over $5B AUM

2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

WAVERLY ADVISORS, LLC

RIA

Birmingham, AL

AUM $29.8BTEAM 414REPS 217

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 5

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

POLAR CAPITAL

RIA

LONDON

AUM $29.1BTEAM 199REPS 8

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

COLLER INVESTMENT MANAGEMENT LTD

RIA

ST PETER PORT

AUM $29BTEAM 10REPS 10

DBX ADVISORS LLC

RIA

New York, NY

AUM $29BTEAM 53REPS 6

QUADRATURE US INC.

RIA

New York, NY

AUM $28.8BTEAM 198REPS 10

QUANTUM CAPITAL GROUP

RIA

HOUSTON, TX

AUM $28.8BTEAM 144REPS 8

EDGEPOINT INVESTMENT GROUP

RIA

TORONTO ONTARIO

AUM $28.8BTEAM 28REPS 6

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

Other AUM ranges

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