RIAs: Over $5B AUM
2,036 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
SMArtX Advisory Solutions
RIAWest Palm Beach, FL
AUM $27BTEAM 96REPS 4
Colchester Global Investors
RIALondon
AUM $27BTEAM 50REPS 8
Plante Moran Financial Advisors
RIASouthfield, MI
AUM $26.9BTEAM 144REPS 134
Aristotle Pacific Capital, LLC
RIANewport Beach, CA
AUM $26.8BTEAM 46REPS 10
Aquarian Holdings Investment Management LLC
RIANew York, NY
AUM $26.7BTEAM 88REPS 5
Wellth Advisory Services, LLC
RIAAUM $26.7BTEAM 74REPS 76
Alpha Wave Global, LP
RIAMiami, FL
AUM $26.7BTEAM 113REPS 8
Brown Advisory Ltd.
RIALondon
AUM $26.6BTEAM 110REPS 10
Arax Advisory Partners
RIANew York, NY
AUM $26.5BTEAM 361REPS 238
Arcline Investment Management LP
RIANashville, TN
AUM $26.5BTEAM 59REPS 4
Allstate Investment Management Company
RIAChicago, IL
AUM $26.5BTEAM 149REPS 9
Summit Financial, LLC
RIAParsippany, NJ
AUM $26.3BTEAM 490REPS 232
CFI Partners
RIAChicago, IL
AUM $26.3BTEAM 47REPS 7
Invesco Hong Kong Limited
RIAHong Kong
AUM $26.2BTEAM 226REPS 9
Summit Rock Advisors, LP
RIANew York, NY
AUM $26.2BTEAM 74REPS 5
Fred Alger Management, LLC
RIANew York, NY
AUM $26.1BTEAM 98REPS 5
Driehaus Capital Management LLC
RIAChicago, IL
AUM $26.1BTEAM 82REPS 5
1919 Investment Counsel, LLC
RIABaltimore, MD
AUM $26BTEAM 131REPS 34
MDT Advisers, A Division of Federated Mdta LLC
RIABoston, MA
AUM $25.9BTEAM 21REPS 216
Csop Asset Management Limited
RIACentral
AUM $25.9BTEAM 145REPS 10
Templeton Global Advisors Limited
RIANassau
AUM $25.8BTEAM 8REPS 5
Blue Owl Insurance Solutions
RIANew York, NY
AUM $25.8BTEAM 30REPS 4
Impax Asset Management, Ltd.
RIALondon
AUM $25.8BTEAM 165REPS 4
FMR Investment Management (UK) Limited
RIALondon
AUM $25.8BTEAM 119REPS 9
Other AUM ranges
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