RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Christofferson, Robb & Company
RIANew York, NY
AUM $11.3BTEAM 42REPS 4
Truebridge Capital Partners
RIAChapel Hill, NC
AUM $11.2BTEAM 43REPS 2
New Mountain Finance Advisers, L.L.C.
RIANew York, NY
AUM $11.2BTEAM 235REPS 7
Corbin Capital Partners, L.P.
RIANew York, NY
AUM $11.2BTEAM 56REPS 5
Camden Asset Management
RIALos Angeles, CA
AUM $11.2BTEAM 19REPS 8
Golden Gate Capital
RIASan Francisco, CA
AUM $11.2BTEAM 89REPS 11
Fermat Capital Management, LLC
RIAWestport, CT
AUM $11.1BTEAM 47REPS 6
Stone Point Credit Adviser LLC
RIAGreenwich, CT
AUM $11.1BTEAM 80REPS 7
Fondsmaeglerselskabet Maj Invest A/S
RIACopenhagen K
AUM $11.1BTEAM 67REPS 12
BNY Mellon ETF Investment Adviser, LLC
RIABoston, MA
AUM $11.1BTEAM 3REPS 6
Apella Wealth
RIAWest Hartford, CT
AUM $11.1BTEAM 179REPS 110
Pure Financial Advisors, LLC
RIASan Diego, CA
AUM $11.1BTEAM 204REPS 91
Asset Preservation Advisors, LLC
RIAAtlanta, GA
AUM $11.1BTEAM 28REPS 15
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
AUM $11BTEAM 60REPS 12
UBS Asset Management Credit Investments Group (UK) Ltd
RIALondon England
AUM $11BREPS 6
Nicola Wealth Management Ltd.
RIAVancouver
AUM $11BTEAM 531REPS 17
Neuberger Berman Asia Limited
RIAHong Kong
AUM $11BTEAM 62REPS 4
Schroder Investment Management (Japan) Limited
RIAChiyodaku Tokyo
AUM $11BTEAM 81REPS 5
Ballyrock Investment Advisors LLC
RIABoston, MA
AUM $11BTEAM 5REPS 10
Morant Wright Management Limited
RIALondon
AUM $11BTEAM 12REPS 9
Castle Hook Partners LP
RIANew York, NY
AUM $11BTEAM 35REPS 4
Redwood Capital Management, LLC
RIANew York, NY
AUM $11BTEAM 33REPS 5
Morgan Stanley Investment Management Company
RIASingapore
AUM $10.9BTEAM 51REPS 9
Modern Wealth Management, LLC
RIAKansas City, MO
AUM $10.9BTEAM 253REPS 162
Other AUM ranges
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