RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Bernhard Capital Partners Management, LP
RIABaton Rouge, LA
AUM $6.6BTEAM 42REPS 5
T. Rowe Price (Canada), Inc.
RIABaltimore, MD
AUM $6.6BTEAM 11REPS 9
Level Four Advisory Services
RIADallas, TX
AUM $6.5BTEAM 136REPS 141
K2/D&S Management Co, L.L.C.
RIAStamford, CT
AUM $6.5BTEAM 30REPS 2
Shelton Capital Management
RIADenver, CO
AUM $6.5BTEAM 48REPS 18
Sendero Wealth Management, LLC
RIASan Antonio, TX
AUM $6.5BTEAM 41REPS 23
Omnicap Group LLC
RIAEl Segundo, CA
AUM $6.5BTEAM 15REPS 4
Foxhaven Asset Management, LP
RIACharlottesville, VA
AUM $6.5BTEAM 10REPS 5
Kornitzer Capital Management, Inc.
RIAMission, KS
AUM $6.5BTEAM 41REPS 15
Highvista Private Capital Management LLC
RIABoston, MA
AUM $6.5BTEAM 80REPS 6
Jensen Investment Management Inc.
RIALake Oswego, OR
AUM $6.5BTEAM 36REPS 9
Greenspring Advisors, LLC
RIATowson, MD
AUM $6.5BTEAM 66REPS 45
Avior Wealth Management, LLC
RIAOmaha, NE
AUM $6.5BTEAM 170REPS 72
Level Equity
RIANew York, NY
AUM $6.5BTEAM 52REPS 4
Douglass Winthrop Advisors LLC
RIANew York, NY
AUM $6.5BTEAM 34REPS 15
Arnhold LLC
RIANew York, NY
AUM $6.4BTEAM 13REPS 4
NGC Investment Management
RIANew York, NY
AUM $6.4BTEAM 16REPS 6
NWF Advisory Services Inc
RIALos Angeles, CA
AUM $6.4BTEAM 111REPS 108
Certares Management LLC
RIANew York, NY
AUM $6.4BTEAM 36REPS 8
Tetragon Partners L.P.
RIANew York, NY
AUM $6.4BTEAM 122REPS 6
Truepoint, Inc.
RIABlue Ash, OH
AUM $6.4BTEAM 103REPS 41
ORG Portfolio Management LLC
RIABeachwood, OH
AUM $6.4BTEAM 22REPS 3
Glenview Capital Management, LLC
RIANew York, NY
AUM $6.4BTEAM 49REPS 4
Txre Advisers, LLC
RIADallas, TX
AUM $6.4BTEAM 84REPS 4
Other AUM ranges
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