RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Valmark Advisers, Inc.
RIAAkron, OH
AUM $10.2BTEAM 280REPS 292
Shepherd Kaplan LLC
RIABoston, MA
AUM $10.2BTEAM 42REPS 19
Conrad Siegel Investment Advisors
RIAHarrisburg, PA
AUM $10.1BTEAM 23REPS 34
Sprott Asset Management USA Inc.
RIADarien, CT
AUM $10.1BTEAM 64REPS 25
Jericho Capital Asset Management L.P.
RIALos Angeles, CA
AUM $10.1BTEAM 10REPS 3
Court Square Capital
RIANew York, NY
AUM $10.1BTEAM 61REPS 11
MAN Solutions LLC
RIANew York, NY
AUM $10.1BTEAM 22REPS 6
Foundations Investment Advisors LLC
RIAPhoenix, AZ
AUM $10.1BTEAM 353REPS 290
Summittx Capital, L.P.
RIAFort Worth, TX
AUM $10.1BTEAM 70REPS 7
Openarc Corporate Advisory, LLC
RIAAtlanta, GA
AUM $10.1BTEAM 146REPS 121
Mcqueen Financial Advisors II, Inc.
RIAClawson, MI
AUM $10.1BTEAM 50REPS 4
Dupont Capital Management
RIAWilmington, DE
AUM $10.1BTEAM 33REPS 10
One Investment Management US LLC
RIANew York, NY
AUM $10.1BTEAM 27REPS 5
Fiduciary Counselling Inc
RIASaint Paul, MN
AUM $10.1BTEAM 87REPS 26
Choate Investment Advisors
RIABoston, MA
AUM $10BTEAM 34REPS 18
Bain Capital Real Estate, LP
RIABoston, MA
AUM $10BTEAM 125REPS 8
Meketa Investment Group Inc
RIAWestwood, MA
AUM $10BTEAM 248REPS 11
BMO Family Office, LLC
RIAChicago, IL
AUM $10BTEAM 130REPS 12
Northcape Capital
RIASydney New South Wales
AUM $10BTEAM 32REPS 5
Axonic Capital LLC
RIANew York, NY
AUM $10BTEAM 74REPS 6
Agincourt Capital Management, LLC
RIARichmond, VA
AUM $10BTEAM 18REPS 13
Plancorp, LLC
RIASaint Louis, MO
AUM $9.9BTEAM 97REPS 59
Intellicents Investment Solutions Inc
RIAAlbert Lea, MN
AUM $9.9BTEAM 80REPS 61
Welch & Forbes LLC
RIABoston, MA
AUM $9.9BTEAM 55REPS 10
Other AUM ranges
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