RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
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
Hggc, LLC
RIAEast Palo Alto, CA
AUM $10.8BTEAM 57REPS 8
CAZ Investments L.P.
RIAHouston, TX
AUM $10.8BTEAM 83REPS 28
Loop Capital Asset Management
RIAMiami, FL
AUM $10.8BTEAM 23REPS 7
Cbre Investment Management Listed Real Assets LLC
RIARadnor, PA
AUM $10.8BTEAM 60REPS 7
ACR Alpine Capital Research, LLC
RIASaint Louis, MO
AUM $10.8BTEAM 35REPS 11
Baron Capital Management, Inc.
RIANew York, NY
AUM $10.8BTEAM 221REPS 11
Black Diamond Capital Management
RIASt Thomas, VI
AUM $10.7BTEAM 100REPS 3
Antin Infrastructure Partners US Services LLC
RIANew York, NY
AUM $10.7BTEAM 42REPS 2
Guardian Capital LP
RIAToronto Ontario
AUM $10.7BTEAM 90REPS 6
Ferguson Wellman Capital Management, Inc.
RIAPortland, OR
AUM $10.7BTEAM 68REPS 28
Plancorp, LLC
RIASaint Louis, MO
AUM $10.6BTEAM 112REPS 61
Rockwood Capital, LLC
RIANew York, NY
AUM $10.6BTEAM 65REPS 7
Great Valley Advisor Group, LLC
RIABerwyn, PA
AUM $10.6BTEAM 325REPS 208
Advisory Services Network
RIAAtlanta, GA
AUM $10.6BTEAM 268REPS 256
Trinity Street Asset Management LLP
RIALondon
AUM $10.6BTEAM 30REPS 13
Magnitude Capital, LLC
RIANew York, NY
AUM $10.6BTEAM 47REPS 11
Cooke & Bieler, L.P.
RIAPhiladelphia, PA
AUM $10.6BTEAM 32REPS 15
Generation Investment Management US LLP
RIASan Francisco, CA
AUM $10.5BTEAM 27REPS 3
Eldridge Structured Credit Advisers, LLC
RIANew York, NY
AUM $10.5BTEAM 292REPS 6
Other AUM ranges
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