RIAs: Over $5B AUM

2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Rhone Group L.L.C.

RIA

New York, NY

AUM $8.2BTEAM 35REPS 10

Chilton Investment Services, LLC

RIA

Stamford, CT

AUM $8.2BTEAM 70REPS 14

Bramshill Investments, LLC

RIA

Naples, FL

AUM $8.1BTEAM 38REPS 6

Stripes, LLC

RIA

New York, NY

AUM $8.1BTEAM 51REPS 3

Wedge Capital Management LLP

RIA

Charlotte, NC

AUM $8.1BTEAM 24REPS 21

Harvest Fund Advisors LLC

RIA

Wayne, PA

AUM $8.1BTEAM 14REPS 3

Marshfield Associates

RIA

Washington, DC

AUM $8.1BTEAM 27REPS 13

Spider Management Company, LLC

RIA

Richmond, VA

AUM $8.1BTEAM 22REPS 14

Human Interest Advisors LLC

RIA

San Francisco, CA

AUM $8.1BTEAM 6REPS 7

Overlook Investments L.P.

RIA

Georgetown

AUM $8.1BTEAM 14REPS 6

Overlook Investments Limited

RIA

Hong Kong

AUM $8.1BTEAM 14REPS 5

Lightyear Capital LLC

RIA

New York, NY

AUM $8.1BTEAM 50REPS 4

Weitz Investment Management, Inc.

RIA

Omaha, NE

AUM $8.1BTEAM 36REPS 10

Grain Management, LLC

RIA

Washington, DC

AUM $8.1BTEAM 77REPS 3

City of London Investment Management Company Limited

RIA

London

AUM $8.1BTEAM 62REPS 6

Annex Wealth Management, LLC

RIA

Brookfield, WI

AUM $8.1BTEAM 151REPS 100

Crestwood Advisors

RIA

Boston, MA

AUM $8BTEAM 64REPS 41

Context Capital Management LLC

RIA

Greenwich, CT

AUM $8BTEAM 19REPS 9

Blackstone Isg-II Advisors L.L.C.

RIA

New York, NY

AUM $8BTEAM 114REPS 6

Howard Capital Management, LLC

RIA

Alpharetta, GA

AUM $8BTEAM 45REPS 27

Patria Private Equity (Europe) Limited

RIA

Edinburgh

AUM $8BTEAM 70REPS 4

Trive Capital Management LLC

RIA

Dallas, TX

AUM $8BTEAM 87REPS 8

Cion Ares Management, LLC

RIA

New York, NY

AUM $8BTEAM 18REPS 10

Balbec Capital Management LP

RIA

Scottsdale, AZ

AUM $8BTEAM 150REPS 7

Other AUM ranges

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