RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Sequoia Global Equities
RIAMenlo Park, CA
AUM $10.4BTEAM 26REPS 6
Trian Fund Management, L.P.
RIANew York, NY
AUM $10.4BTEAM 34REPS 10
Pinnacle Associates, Ltd.
RIANew York, NY
AUM $10.4BTEAM 69REPS 38
Steadfast Capital Management LP
RIANew York, NY
AUM $10.4BTEAM 43REPS 5
Johnson Wealth Inc.
RIAMilwaukee, WI
AUM $10.3BTEAM 142REPS 74
Shuster Advisory Group, LLC
RIAPasadena, CA
AUM $10.3BTEAM 15REPS 6
Webster Equity Partners, L.P.
RIAWaltham, MA
AUM $10.3BTEAM 36REPS 6
Parallel Advisors, LLC
RIASan Francisco, CA
AUM $10.3BTEAM 137REPS 78
Catalyst Capital Advisors LLC
RIASan Juan, PR
AUM $10.3BTEAM 17REPS 11
Lansdowne Partners (UK) LLP
RIALondon
AUM $10.3BTEAM 53REPS 3
Ridgemont Partners Management, LLC
RIACharlotte, NC
AUM $10.3BTEAM 61REPS 10
Readystate Asset Management
RIAChicago, IL
AUM $10.3BTEAM 41REPS 5
Bartlett & Co Wealth Management LLC
RIACincinnati, OH
AUM $10.3BTEAM 84REPS 35
Cary Street Partners
RIARichmond, VA
AUM $10.3BTEAM 182REPS 122
Capvest Partners, Inc.
RIANew York, NY
AUM $10.2BTEAM 14REPS 3
Tocqueville Asset Management LP
RIANew York, NY
AUM $10.2BTEAM 73REPS 36
Sound Point Luna LLC
RIANew York, NY
AUM $10.2BTEAM 39REPS 5
Caledonia (Private) Investments Pty Limited
RIASydney
AUM $10.2BTEAM 28REPS 6
Meridiam Infrastructure North America Corporation
RIAWashington, DC
AUM $10.2BTEAM 40REPS 6
Franklin Park
RIABala Cynwyd, PA
AUM $10.2BTEAM 29REPS 7
Callan Family Office, LLC
RIARadnor, PA
AUM $10.2BTEAM 49REPS 2
Algert Global LLC
RIASan Francisco, CA
AUM $10.2BTEAM 24REPS 6
Silver Creek Advisory Partners LLC
RIASeattle, WA
AUM $10.2BTEAM 47REPS 7
IDR Investment Management, LLC
RIAIndependence, OH
AUM $10.2BTEAM 15REPS 4
Other AUM ranges
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