RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
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 4
Forum Financial Management, LP
RIALombard, IL
AUM $8.7BTEAM 143REPS 113
Ogam, LP
RIAHouston, TX
AUM $8.7BTEAM 42REPS 6
Marcuard Family Office Ltd
RIAZurich
AUM $8.7BTEAM 36REPS 9
FIL Investment Advisors
RIAPembroke
AUM $8.6BTEAM 7REPS 8
Saturna Capital Corporation
RIABellingham, WA
AUM $8.6BTEAM 83REPS 42
Tiff Investment Management
RIARadnor, PA
AUM $8.6BTEAM 70REPS 9
Sagard Holdings Manager LP
RIAToronto Ontario
AUM $8.6BTEAM 220REPS 6
Wind Point Partners
RIAChicago, IL
AUM $8.6BTEAM 50REPS 7
Blue Torch Capital LP
RIANew York, NY
AUM $8.6BTEAM 46REPS 5
Gresham Investment Management LLC
RIANew York, NY
AUM $8.6BTEAM 41REPS 3
Guided Choice Asset Management, Inc.
RIAReno, NV
AUM $8.5BTEAM 22REPS 4
Mutual Advisors, LLC
RIAOmaha, NE
AUM $8.5BTEAM 208REPS 156
Blackstone Multi-Asset Advisors L.L.C.
RIANew York, NY
AUM $8.5BTEAM 39REPS 4
Vise Ai Advisors
RIANew York, NY
AUM $8.5BTEAM 44REPS 3
One Capital Management, LLC
RIAWestlake Village, CA
AUM $8.5BTEAM 103REPS 69
Northwest Capital Management Inc.
RIALake Oswego, OR
AUM $8.5BTEAM 11REPS 13
SageSpring Wealth Partners
RIAFranklin, TN
AUM $8.5BTEAM 195REPS 126
Horizon Investments LLC
RIACharlotte, NC
AUM $8.5BTEAM 76REPS 31
Eldridge Credit Advisers, LLC
RIANew York, NY
AUM $8.5BTEAM 292REPS 6
Midocean Credit Partners
RIANew York, NY
AUM $8.5BTEAM 45REPS 5
Douglas C. Lane & Associates
RIANew York, NY
AUM $8.4BTEAM 37REPS 17
Other AUM ranges
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