RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Appleton Partners, Inc.
RIABoston, MA
AUM $12.6BTEAM 59REPS 34
The Caprock Group, LLC
RIABoise, ID
AUM $12.5BTEAM 67REPS 49
Williams Jones Wealth Management, LLC
RIANew York, NY
AUM $12.5BTEAM 52REPS 23
Westwood Management Corp
RIADallas, TX
AUM $12.5BTEAM 95REPS 20
MFN Partners Management, LP
RIABoston, MA
AUM $12.4BTEAM 17REPS 5
Royce Investment Partners
RIANew York, NY
AUM $12.4BTEAM 89REPS 7
Oasis Capital Partners (Texas) Inc.
RIAAustin, TX
AUM $12.4BTEAM 57REPS 4
Neuberger Berman Canada Ulc
RIAToronto Ontario
AUM $12.4BTEAM 27REPS 9
Sound Point Clo C-Moa, LLC
RIANew York, NY
AUM $12.3BTEAM 40REPS 5
First Trust Capital Management L.P.
RIAChicago, IL
AUM $12.3BTEAM 62REPS 7
Ramirez Asset Management, Inc.
RIANew York, NY
AUM $12.3BTEAM 48REPS 4
Aquiline Management Holdings LP
RIANew York, NY
AUM $12.3BTEAM 85REPS 10
Vaughan Nelson Investment Management, L.P.
RIAHouston, TX
AUM $12.2BTEAM 53REPS 13
BSP Clo Management LLC
RIANew York, NY
AUM $12.2BTEAM 241REPS 5
Pacific Private Fund Advisors LLC
RIANewport Beach, CA
AUM $12.2BTEAM 12REPS 2
Altrinsic Global Advisors, LLC
RIAStamford, CT
AUM $12.2BTEAM 34REPS 7
Advisors Capital Management, LLC
RIARidgewood, NJ
AUM $12.2BTEAM 103REPS 60
Hollyport Capital LLP
RIALondon
AUM $12.2BTEAM 84REPS 4
Honeywell Capital Management LLC
RIAMorris Plains, NJ
AUM $12.2BTEAM 17REPS 4
Northrock Partners, LLC
RIAMinneapolis, MN
AUM $12.2BTEAM 233REPS 93
Laird Norton Wetherby Wealth Management, LLC
RIASeattle, WA
AUM $12.2BTEAM 169REPS 60
Intercontinental Real Estate Corporation
RIABoston, MA
AUM $12.2BTEAM 122REPS 7
Mairs & Power
RIASaint Paul, MN
AUM $12.1BTEAM 60REPS 20
Churchill Investment Management, LLC
RIACharlotte, NC
AUM $12.1BTEAM 101REPS 6
Other AUM ranges
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