RIAs: Over $5B AUM

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

KSL CAPITAL PARTNERS

RIA

DENVER, CO

AUM $25.6BTEAM 135REPS 6

PALMER SQUARE CAPITAL MANAGEMENT LLC

RIA

MISSION WOODS, KS

AUM $25.6BTEAM 76REPS 9

CVC ADVISORS (U.S.) INC.

RIA

New York, NY

AUM $25.6BTEAM 70REPS 6

H&H INTERNATIONAL INVESTMENT, LLC

RIA

PALO ALTO, CA

AUM $25.5BTEAM 2REPS 2

HIRTLE & CO., LLC

RIA

w cnshohocken, PA

AUM $25.4BTEAM 94REPS 46

SOMPO ASSET MANAGEMENT CO., LTD.

RIA

TOKYO

AUM $25.4BTEAM 204REPS 10

ALKEON CAPITAL MANAGEMENT, LLC

RIA

New York, NY

AUM $25.3BTEAM 82REPS 4

PLANTE MORAN FINANCIAL ADVISORS

RIA

SOUTHFIELD, MI

AUM $25.1BTEAM 148REPS 134

PEMBERTON CAPITAL ADVISORS LLP

RIA

LONDON

AUM $25.1BTEAM 146REPS 13

PERSHING SQUARE CAPITAL MANAGEMENT, L.P.

RIA

New York, NY

AUM $25.1BTEAM 48REPS 6

THREE FIFTY EIGHT INVESTMENT GROUP, LLC

RIA

AUM $25BTEAM 5REPS 4

GARCIA HAMILTON & ASSOCIATES LP

RIA

HOUSTON, TX

AUM $24.9BTEAM 41REPS 15

W1M WEALTH MANAGEMENT LIMITED

RIA

LONDON

AUM $24.8BTEAM 200REPS 9

HERMES INVESTMENT MANAGEMENT LIMITED

RIA

LONDON

AUM $24.8BTEAM 422REPS 4

FEDERATED HERMES (UK) LLP

RIA

LONDON

AUM $24.7BTEAM 11REPS 9

THE BAUPOST GROUP, L.L.C.

RIA

BOSTON, MA

AUM $24.7BTEAM 210REPS 14

UNITED CAPITAL FINANCIAL ADVISORS

RIA

IRVING, TX

AUM $24.6BTEAM 289REPS 169

JEFFERIES FINANCE LLC

RIA

New York, NY

AUM $24.6BTEAM 124REPS 5

ARGA INVESTMENT MANAGEMENT, LP

RIA

STAMFORD, CT

AUM $24.6BTEAM 49REPS 3

GABELLI FUNDS, LLC

RIA

RYE, NY

AUM $24.6BTEAM 56REPS 8

MML Investment Advisers, LLC

RIA

SPRINGFIELD, MA

AUM $24.5BTEAM 18REPS 6

DWS ALTERNATIVES GLOBAL LIMITED

RIA

LONDON

AUM $24.5BTEAM 138REPS 8

PGIM Private Placement Investors, L.P.

RIA

NEWARK, NJ

AUM $24.4BTEAM 290REPS 5

FIRST COMMAND ADVISORY SERVICES

RIA

FORT WORTH, TX

AUM $24.4BTEAM 1787REPS 1028

Other AUM ranges

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