RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Devenir Investment Advisors, LLC
RIABloomington, MN
AUM $13BTEAM 11REPS 2
Whale Rock Capital Management
RIABoston, MA
AUM $13BTEAM 31REPS 5
Ascensus Investment Advisors, LLC
RIANewton, MA
AUM $13BTEAM 48REPS 49
Chartwell Investment Partners, LLC
RIABerwyn, PA
AUM $13BTEAM 31REPS 10
Sarofim Trust Co
RIAHouston, TX
AUM $13BTEAM 26REPS 18
Valeo Financial Advisors, LLC
RIACarmel, IN
AUM $13BTEAM 178REPS 107
IVY Hill Asset Management, L.P.
RIANew York, NY
AUM $13BTEAM 16REPS 4
State Farm Investment Management Corp.
RIABloomington, IL
AUM $12.9BTEAM 7930REPS 6999
Montrusco Bolton Investments Inc.
RIAMontreal
AUM $12.9BTEAM 68REPS 25
Global Endowment Management, LP
RIACharlotte, NC
AUM $12.9BTEAM 82REPS 6
Pacific Asset Management
RIALondon
AUM $12.9BTEAM 62REPS 6
Nephila Capital Ltd.
RIAHamilton
AUM $12.9BTEAM 27REPS 9
Nephila Advisors LLC
RIANashville, TN
AUM $12.9BTEAM 38REPS 5
MKP Capital Management, L.L.C.
RIANew York, NY
AUM $12.9BTEAM 46REPS 3
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
RIABoston, MA
AUM $12.8BTEAM 109REPS 12
Pugh Capital Management, Inc.
RIASeattle, WA
AUM $12.8BTEAM 39REPS 9
Ariel Investments, LLC
RIAChicago, IL
AUM $12.8BTEAM 109REPS 22
Franklin Templeton Investments Corp.
RIAToronto Ontario
AUM $12.8BTEAM 193REPS 8
Cbiz Investment Advisory Services, LLC
RIACleveland, OH
AUM $12.8BTEAM 93REPS 90
Brookstone Capital Management LLC
RIAWheaton, IL
AUM $12.8BTEAM 405REPS 338
Duff & Phelps Investment Management Co
RIAChicago, IL
AUM $12.7BTEAM 53REPS 10
Lingotto Investment Management LLP
RIALondon
AUM $12.7BTEAM 35REPS 3
LS Power Equity Advisors, LLC
RIANew York, NY
AUM $12.6BTEAM 224REPS 16
First Eagle Alternative Credit, LLC
RIABoston, MA
AUM $12.6BTEAM 79REPS 4
Other AUM ranges
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