RIAs: Over $5B AUM
2,036 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
NewEdge Wealth, LLC
RIAStamford, CT
AUM $19.9BTEAM 211REPS 155
Kare Manager Holdings, L.P.
RIABoca Raton, FL
AUM $19.8BTEAM 162REPS 5
RWA Wealth Partners
RIABoston, MA
AUM $19.8BTEAM 178REPS 74
O'Shaughnessy Asset Management, LLC
RIAStamford, CT
AUM $19.8BTEAM 103REPS 62
FEG
RIACincinnati, OH
AUM $19.7BTEAM 136REPS 14
Record Currency Management Inc
RIANew York, NY
AUM $19.7BTEAM 3REPS 2
Townsend Holdings LLC
RIACleveland, OH
AUM $19.6BTEAM 110REPS 4
Royalty Pharma Sub-Manager, LLC
RIANew York, NY
AUM $19.6BTEAM 91REPS 4
Ares Capital Management II LLC
RIALos Angeles, CA
AUM $19.6BTEAM 924REPS 7
Trinitas Capital Management
RIADallas, TX
AUM $19.6BTEAM 26REPS 10
Egerton Capital (US), LP
RIANew York, NY
AUM $19.5BTEAM 8REPS 3
Ellington Financial Management LLC
RIAOld Greenwich, CT
AUM $19.4BTEAM 164REPS 6
Pentwater Capital Management LP
RIANaples, FL
AUM $19.3BTEAM 45REPS 4
Berkshire Property Advisors, LLC
RIABoston, MA
AUM $19.2BTEAM 226REPS 5
Amova Asset Management UK Limited
RIALondon
AUM $19.2BTEAM 85REPS 8
PDT Partners, LLC
RIANew York, NY
AUM $19.2BTEAM 285REPS 4
Choreo, LLC
RIARockford, IL
AUM $19.1BTEAM 232REPS 155
Veritas Asset Management LLP
RIALondon
AUM $19.1BTEAM 42REPS 4
Egerton Capital (UK) LLP
RIALondon
AUM $19.1BTEAM 36REPS 7
Burgundy Asset Management Ltd.
RIAToronto Ontario
AUM $19.1BTEAM 140REPS 10
Allianz Investment Management LLC
RIAMinneapolis, MN
AUM $19.1BTEAM 50REPS 7
Deerfield Management Company
RIANew York, NY
AUM $19.1BTEAM 189REPS 4
KPS Capital Partners, LP
RIANew York, NY
AUM $19.1BTEAM 111REPS 4
Great Hill Partners
RIABoston, MA
AUM $19BTEAM 107REPS 5
Other AUM ranges
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