RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Aureus Asset Management, LLC
RIABoston, MA
AUM $8.4BTEAM 14REPS 7
Battery Global Advisors, LLC
RIABoston, MA
AUM $8.4BTEAM 38REPS 10
Deep Track Capital, LP
RIAGreenwich, CT
AUM $8.4BTEAM 19REPS 2
Zhang Financial
RIAPortage, MI
AUM $8.4BTEAM 50REPS 22
SK Capital Partners
RIANew York, NY
AUM $8.4BTEAM 74REPS 6
Asana Partners, LP
RIACharlotte, NC
AUM $8.4BTEAM 125REPS 12
Skyview Investment Advisors, LLC
RIAShrewsbury, NJ
AUM $8.3BTEAM 21REPS 7
Elevation Point Wealth Partners, LLC
RIADenver, CO
AUM $8.3BTEAM 91REPS 50
Wealthcare Advisory Partners LLC
RIAWest Chester, PA
AUM $8.3BTEAM 243REPS 169
Chatham Asset Management, LLC
RIAChatham, NJ
AUM $8.3BTEAM 37REPS 5
Nicholas Hoffman & Company, LLC
RIAAtlanta, GA
AUM $8.3BTEAM 26REPS 15
Advantage Capital Management
RIANew York, NY
AUM $8.3BTEAM 30REPS 2
Aequim Alternative Investments LP
RIAMill Valley, CA
AUM $8.2BTEAM 11REPS 5
J. W. Cole Advisors, Inc.
RIATampa, FL
AUM $8.2BTEAM 550REPS 484
Ironwood Capital Management Corp
RIASan Francisco, CA
AUM $8.2BTEAM 43REPS 9
Capital Investment Advisors, LLC
RIAAtlanta, GA
AUM $8.2BTEAM 107REPS 59
Cambridge Associates Limited, LLC
RIABoston, MA
AUM $8.2BTEAM 15REPS 6
Gradient Investments, LLC
RIAArden Hills, MN
AUM $8.2BTEAM 40REPS 28
Wincoram Asset Management LLC
RIAHouston, TX
AUM $8.2BTEAM 28REPS 4
Stepstone Private Wealth
RIACharlotte, NC
AUM $8.2BTEAM 97REPS 4
Samsung Asset Management (New York), Inc.
RIANew York, NY
AUM $8.2BTEAM 13REPS 3
Orix Advisers, LLC
RIANew York, NY
AUM $8.2BTEAM 328REPS 5
R M Davis Inc
RIAPortland, ME
AUM $8.2BTEAM 63REPS 26
Starboard Value LP
RIANew York, NY
AUM $8.2BTEAM 44REPS 5
Other AUM ranges
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