RIAs: Over $5B AUM

2,036 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Meridiam Infrastructure North America Corporation

RIA

Washington, DC

AUM $10.2BTEAM 40REPS 6

Franklin Park

RIA

Bala Cynwyd, PA

AUM $10.2BTEAM 29REPS 7

Callan Family Office, LLC

RIA

Radnor, PA

AUM $10.2BTEAM 49REPS 2

Algert Global LLC

RIA

San Francisco, CA

AUM $10.2BTEAM 24REPS 6

Silver Creek Advisory Partners LLC

RIA

Seattle, WA

AUM $10.2BTEAM 47REPS 7

IDR Investment Management, LLC

RIA

Independence, OH

AUM $10.2BTEAM 15REPS 4

Arin Risk Advisors LLC

RIA

Conshohocken, PA

AUM $10.2BTEAM 11REPS 5

Kopernik Global Investors, LLC

RIA

Tampa, FL

AUM $10.2BTEAM 44REPS 5

Champlain Investment Partners, LLC

RIA

Burlington, VT

AUM $10.2BTEAM 32REPS 4

Tenor Capital Management Company, L.P.

RIA

New York, NY

AUM $10.2BTEAM 19REPS 5

Valmark Advisers, Inc.

RIA

Akron, OH

AUM $10.2BTEAM 280REPS 295

Shepherd Kaplan LLC

RIA

Boston, MA

AUM $10.2BTEAM 42REPS 20

Ethic

RIA

New York, NY

AUM $10.1BTEAM 75REPS 18

Sprott Asset Management USA Inc.

RIA

Darien, CT

AUM $10.1BTEAM 64REPS 23

Jericho Capital Asset Management L.P.

RIA

Los Angeles, CA

AUM $10.1BTEAM 10REPS 3

Court Square Capital

RIA

New York, NY

AUM $10.1BTEAM 61REPS 11

MAN Solutions LLC

RIA

New York, NY

AUM $10.1BTEAM 22REPS 6

Foundations Investment Advisors LLC

RIA

Phoenix, AZ

AUM $10.1BTEAM 353REPS 304

Summittx Capital, L.P.

RIA

Fort Worth, TX

AUM $10.1BTEAM 70REPS 7

Openarc Corporate Advisory, LLC

RIA

Atlanta, GA

AUM $10.1BTEAM 146REPS 124

Mcqueen Financial Advisors II, Inc.

RIA

Clawson, MI

AUM $10.1BTEAM 50REPS 4

Dupont Capital Management

RIA

Wilmington, DE

AUM $10.1BTEAM 33REPS 10

One Investment Management US LLC

RIA

New York, NY

AUM $10.1BTEAM 27REPS 5

Foresight Group LLP

RIA

London

AUM $10.1BTEAM 347REPS 1

Other AUM ranges

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