RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Golden Gate Capital
RIASan Francisco, CA
AUM $11.2BTEAM 89REPS 11
H.A.M.L
RIABrisbane Qld
AUM $11.1BTEAM 23REPS 5
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 93
Pure Financial Advisors, LLC
RIASan Diego, CA
AUM $11.1BTEAM 204REPS 90
Asset Preservation Advisors, LLC
RIAAtlanta, GA
AUM $11.1BTEAM 28REPS 17
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
AUM $11BTEAM 60REPS 13
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
Castle Hook Partners LP
RIANew York, NY
AUM $11BTEAM 35REPS 5
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 148
Shepherd Kaplan Krochuk, LLC
RIABoston, MA
AUM $10.9BTEAM 34REPS 7
RPA Financial, LLC
RIASan Rafael, CA
AUM $10.9BTEAM 12REPS 7
NGP
RIADallas, TX
AUM $10.9BTEAM 56REPS 4
Realterm
RIAAnnapolis, MD
AUM $10.9BTEAM 265REPS 20
First Sentier Investors (Singapore)
RIASingapore
AUM $10.8BTEAM 55REPS 7
Other AUM ranges
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