RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Littlejohn & Co, LLC
RIAGreenwich, CT
AUM $9BTEAM 81REPS 4
Kingsview Wealth Management, LLC
RIAGrants Pass, OR
AUM $9BTEAM 285REPS 114
Sentinel Capital Partners, L.L.C.
RIANew York, NY
AUM $9BTEAM 62REPS 10
Quinbrook Infrastructure Partners LLC
RIANew York, NY
AUM $9BTEAM 25REPS 8
Atreides Management, LP
RIABoston, MA
AUM $8.9BTEAM 26REPS 4
Impax Asset Management LLC
RIAPortsmouth, NH
AUM $8.9BTEAM 93REPS 7
Tortoise Capital Advisors, L.L.C.
RIAOverland Park, KS
AUM $8.9BTEAM 34REPS 11
Westport Capital Partners LLC
RIADarien, CT
AUM $8.9BTEAM 34REPS 7
Pinnacle Asset Management, L.P.
RIANew York, NY
AUM $8.9BTEAM 23REPS 6
Hermes Gpe LLP
RIALondon
AUM $8.9BTEAM 67REPS 6
Axxcess Wealth Management, LLC
RIACarlsbad, CA
AUM $8.9BTEAM 72REPS 44
Snowden Capital Advisors LLC
RIANew York, NY
AUM $8.9BTEAM 154REPS 122
Advent Capital Management, LLC
RIANew York, NY
AUM $8.8BTEAM 58REPS 3
Arkadios Wealth Advisors
RIAAtlanta, GA
AUM $8.8BTEAM 188REPS 223
Capital Analysts
RIAFort Washington, PA
AUM $8.8BTEAM 679REPS 646
Hardman Johnston Global Advisors LLC
RIAStamford, CT
AUM $8.8BTEAM 27REPS 6
Robertson Stephens
RIASan Francisco, CA
AUM $8.8BTEAM 118REPS 70
U.S Capital Wealth Advisors, LLC
RIAHouston, TX
AUM $8.8BTEAM 141REPS 101
Tiaa Kaspick, LLC
RIABoston, MA
AUM $8.7BTEAM 115REPS 10
Hamlin Capital Management, LLC
RIANew York, NY
AUM $8.7BTEAM 24REPS 11
Mesa West Capital
RIALos Angeles, CA
AUM $8.7BTEAM 50REPS 7
Crosspoint Capital Partners, LP
RIAMenlo Park, CA
AUM $8.7BTEAM 37REPS 3
Sixth Street Lending Partners Advisers, LLC
RIADallas, TX
AUM $8.7BTEAM 66REPS 5
Forum Financial Management, LP
RIALombard, IL
AUM $8.7BTEAM 143REPS 107
Other AUM ranges
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