RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Composition Wealth, LLC
RIALos Angeles, CA
AUM $9.5BTEAM 128REPS 80
Westwood Global Investments
RIAPark City, UT
AUM $9.5BTEAM 30REPS 5
Hood River Capital Management LLC
RIAPalm Beach Gardens, FL
AUM $9.5BTEAM 20REPS 11
Gardner Russo & Quinn LLC
RIALancaster, PA
AUM $9.4BTEAM 47REPS 5
Ritholtz Wealth Management
RIANew York, NY
AUM $9.4BTEAM 83REPS 59
SLR Capital Partners, LLC
RIANew York, NY
AUM $9.4BTEAM 65REPS 4
Kennedy Lewis Loan Management LLC
RIANew York, NY
AUM $9.4BTEAM 144REPS 6
GAM London Limited
RIALondon
AUM $9.4BTEAM 51REPS 3
Sagard Private Equity Solutions
RIAGreenwich, CT
AUM $9.4BTEAM 36REPS 7
Interval Partners, L.P.
RIANew York, NY
AUM $9.4BTEAM 56REPS 7
Resolution Capital Limited
RIASydney, New South Wales
AUM $9.4BTEAM 28REPS 6
Fidelity Institutional Wealth Adviser LLC
RIABoston, MA
AUM $9.4BTEAM 209REPS 44
Altaris, LLC
RIANew York, NY
AUM $9.3BTEAM 37REPS 1
Accolade Partners
RIAWashington, DC
AUM $9.3BTEAM 18REPS 3
Joel Isaacson & Co, LLC
RIANew York, NY
AUM $9.3BTEAM 52REPS 19
Gryphon Advisors, LLC
RIASan Francisco, CA
AUM $9.3BTEAM 166REPS 5
Situational Awareness LP
RIASan Francisco, CA
AUM $9.3BTEAM 8REPS 5
Axium Infrastructure Inc.
RIAMontreal
AUM $9.3BTEAM 97REPS 9
Itau USA Asset Management
RIANew York, NY
AUM $9.3BTEAM 26REPS 7
Tolleson Private Wealth Management
RIADallas, TX
AUM $9.3BTEAM 93REPS 39
Shore Capital Partners
RIAChicago, IL
AUM $9.3BTEAM 202REPS 9
Lindsell Train Limited
RIALondon
AUM $9.3BTEAM 30REPS 10
Comvest Credit Advisors, LLC
RIAWest Palm Beach, FL
AUM $9.3BTEAM 150REPS 7
Olympus Advisors, LLC
RIAStamford, CT
AUM $9.2BTEAM 24REPS 6
Other AUM ranges
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