RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
ITE Management L.P.
RIANew York, NY
AUM $7.6BTEAM 85REPS 5
Highbridge Capital Management, LLC
RIANew York, NY
AUM $7.6BTEAM 60REPS 6
Sessa Capital
RIANew York, NY
AUM $7.5BTEAM 13REPS 3
Carnegie Investment Counsel
RIAPepper Pike, OH
AUM $7.5BTEAM 69REPS 39
59 North Capital Management, LP
RIAHouston, TX
AUM $7.5BTEAM 9REPS 3
JMG Financial Group Ltd
RIADowners Grove, IL
AUM $7.5BTEAM 103REPS 51
Osterweis Capital Management
RIASan Francisco, CA
AUM $7.5BTEAM 666REPS 14
Water Street Healthcare Partners, LLC
RIAChicago, IL
AUM $7.5BTEAM 42REPS 2
Lombard Odier Asset Management (USA) Corp
RIANew York, NY
AUM $7.5BTEAM 64REPS 2
Chicago Partners Investment Group LLC
RIAChicago, IL
AUM $7.5BTEAM 73REPS 57
Hays Financial Group, LLC
RIAMinneapolis, MN
AUM $7.5BTEAM 12REPS 4
Homestead Advisers Corp.
RIAArlington, VA
AUM $7.5BTEAM 40REPS 17
Hudson Housing Capital LLC
RIANew York, NY
AUM $7.4BTEAM 89REPS 26
Westcap Management, LLC
RIASan Francisco, CA
AUM $7.4BTEAM 73REPS 2
XN LP
RIANew York, NY
AUM $7.4BTEAM 34REPS 4
JLL Partners, LLC
RIANew York, NY
AUM $7.4BTEAM 36REPS 5
Washington Capital Management Inc
RIASeattle, WA
AUM $7.4BTEAM 79REPS 16
Eventide Asset Management, LLC
RIABoston, MA
AUM $7.4BTEAM 69REPS 7
Lyrical Asset Management LP
RIANew York, NY
AUM $7.4BTEAM 30REPS 5
Retirement and Wealth at Alliant, LLC
RIAWayne, PA
AUM $7.4BTEAM 30REPS 47
First National Advisers, LLC
RIAOmaha, NE
AUM $7.4BTEAM 35REPS 31
Surgocap Partners LP
RIANew York, NY
AUM $7.4BTEAM 28REPS 4
Mariner Independent
RIAOverland Park, KS
AUM $7.3BTEAM 161REPS 128
Spectrum Equity
RIABoston, MA
AUM $7.3BTEAM 80REPS 7
Other AUM ranges
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