RIAs: Over $5B AUM

2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Bivium Capital Partners, LLC

San Francisco, CA

AUM $6.7BTEAM 16REPS 3

Shamrock Capital Advisors, LLC

Los Angeles, CA

AUM $6.7BTEAM 60REPS 6

The Bollard Group LLC

Boston, MA

AUM $6.7BTEAM 29REPS 4

Confluence Investment Management LLC

Saint Louis, MO

AUM $6.7BTEAM 55REPS 18

TRG Management LP

New York, NY

AUM $6.7BTEAM 102REPS 14

Trutino Capital Management, LLC

New York, NY

AUM $6.7BTEAM 7REPS 5

Trian Fund Management, L.P.

New York, NY

AUM $6.7BTEAM 30REPS 10

Leeds Equity Partners

New York, NY

AUM $6.7BTEAM 37REPS 1

Monroe Capital Bdc Advisors, LLC

Chicago, IL

AUM $6.7BTEAM 101REPS 8

Revelstoke Capital Partners

Denver, CO

AUM $6.7BTEAM 52REPS 3

North Of South Capital LLP

London

AUM $6.7BTEAM 14REPS 8

BC Partners Advisors L.P.

New York, NY

AUM $6.7BTEAM 120REPS 5

Ladenburg Thalmann Asset Management Inc

New York, NY

AUM $6.7BTEAM 30REPS 28

Aspen Grove Capital, LLC

Avon, CO

AUM $6.7BTEAM 22REPS 8

Vestgen Advisors, LLC

Chicago, IL

AUM $6.7BTEAM 165REPS 61

Avista Healthcare Partners

New York, NY

AUM $6.7BTEAM 24REPS 4

Quantbot Technologies, LP

New York, NY

AUM $6.7BTEAM 87REPS 5

Prospect Capital Management L.P.

West Palm Beach, FL

AUM $6.6BTEAM 143REPS 3

Matthews International Capital Management, LLC

San Francisco, CA

AUM $6.6BTEAM 83REPS 9

Cortec Group Management Services, LLC

New York, NY

AUM $6.6BTEAM 30REPS 1

Southpoint Capital Advisors LP

New York, NY

AUM $6.6BTEAM 17REPS 3

Qcam Currency Asset Management Ag

Zug

AUM $6.6BTEAM 10REPS 3

Greycourt & Co, Inc.

Pittsburgh, PA

AUM $6.6BTEAM 37REPS 9

G Squared Equity Management LP

Chicago, IL

AUM $6.6BTEAM 42REPS 8

Other AUM ranges

Under $100MReported AUM12,992 FIRMS $100M – $500MReported AUM7,646 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,235 FIRMS

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