RIAs: Over $5B AUM

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

Concentric

RIA

Walnut Creek, CA

AUM $13.9BTEAM 26REPS 14

Dynasty Wealth Management, LLC

RIA

St Petersburg, FL

AUM $13.9BTEAM 200REPS 16

Libremax Capital, LLC

RIA

New York, NY

AUM $13.9BTEAM 74REPS 6

Capacuity LLC

RIA

Lake Mary, FL

AUM $13.9BTEAM 40REPS 11

Madison Investment Advisors, LLC

RIA

Madison, WI

AUM $13.8BTEAM 92REPS 29

Gresham Partners, LLC

RIA

Chicago, IL

AUM $13.8BTEAM 67REPS 14

Goldman Sachs Asset Management (Singapore) Pte. Ltd.

RIA

Singapore

AUM $13.8BTEAM 86REPS 4

Dolan Mceniry Capital Management LLC

RIA

Chicago, IL

AUM $13.8BTEAM 26REPS 3

Sapient Capital LLC

RIA

Carmel, IN

AUM $13.8BTEAM 59REPS 36

Truston Asset Management

RIA

Seoul

AUM $13.7BTEAM 103REPS 3

Ameritas Advisory Services, LLC

RIA

Lincoln, NE

AUM $13.7BTEAM 797REPS 552

Abrams Capital Management, L.P.

RIA

Boston, MA

AUM $13.7BTEAM 38REPS 5

Aristeia Capital, LLC

RIA

Greenwich, CT

AUM $13.7BTEAM 65REPS 4

Clearbrook Investment Consulting LLC

RIA

New York, NY

AUM $13.7BTEAM 10REPS 6

Pinegrove Venture Partners, LLC

RIA

Menlo Park, CA

AUM $13.7BTEAM 54REPS 8

Centersquare Investment Management LLC

RIA

Conshohocken, PA

AUM $13.7BTEAM 100REPS 11

Comgest Asset Management International Limited

RIA

Dublin

AUM $13.7BTEAM 55REPS 9

Mirova US

RIA

Boston, MA

AUM $13.6BTEAM 64REPS 8

JMI Management, L.P.

RIA

Baltimore, MD

AUM $13.6BTEAM 81REPS 4

Avoro Capital Advisors LLC

RIA

New York, NY

AUM $13.6BTEAM 19REPS 3

Arclight Capital Partners, LLC

RIA

Boston, MA

AUM $13.5BTEAM 60REPS 10

Antipodes Partners Limited

RIA

Sydney

AUM $13.5BTEAM 80REPS 4

The Riverside Company

RIA

New York, NY

AUM $13.5BTEAM 248REPS 4

Alpha Architect

RIA

Newtown Square, PA

AUM $13.5BTEAM 12REPS 5

Other AUM ranges

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