RIAs: Over $5B AUM

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

Truepoint, Inc.

RIA

Blue Ash, OH

AUM $6.4BTEAM 103REPS 41

ORG Portfolio Management LLC

RIA

Beachwood, OH

AUM $6.4BTEAM 22REPS 3

Glenview Capital Management, LLC

RIA

New York, NY

AUM $6.4BTEAM 49REPS 4

Txre Advisers, LLC

RIA

Dallas, TX

AUM $6.4BTEAM 84REPS 4

Allianz Capital Partners Of America LLC

RIA

New York, NY

AUM $6.4BTEAM 30REPS 1

Andersen

RIA

Mclean, VA

AUM $6.3BTEAM 2061REPS 35

Global Alpha Capital Management Ltd.

RIA

Montreal

AUM $6.3BTEAM 24REPS 12

Maple Rock Capital Partners Inc.

RIA

Toronto

AUM $6.3BTEAM 16REPS 2

Ethos Capital LP

RIA

Boston, MA

AUM $6.3BTEAM 19REPS 5

Missionsquare Retirement

RIA

Washington, DC

AUM $6.3BTEAM 553REPS 148

Madison International Realty Holdings, LLC

RIA

New York, NY

AUM $6.3BTEAM 62REPS 4

First Reserve

RIA

Stamford, CT

AUM $6.3BTEAM 38REPS 9

Winshore Capital Partners LP

RIA

New York, NY

AUM $6.3BTEAM 5REPS 2

Grimes & Company

RIA

Westborough, MA

AUM $6.3BTEAM 69REPS 40

Ardea Investment Management

RIA

Sydney, New South Wales

AUM $6.3BTEAM 32REPS 5

Landmark Management, LLC

RIA

New York, NY

AUM $6.3BTEAM 30REPS 4

Brinley Partners, LP

RIA

New York, NY

AUM $6.3BTEAM 22REPS 3

Advisor Logistics, LLC

RIA

Boerne, TX

AUM $6.3BTEAM 6REPS 2

Stelac Advisory Services LLC

RIA

New York, NY

AUM $6.3BTEAM 21REPS 5

Cross Ocean Partners Management LP

RIA

Greenwich, CT

AUM $6.3BTEAM 34REPS 5

GEM Realty Capital

RIA

Chicago, IL

AUM $6.3BTEAM 69REPS 8

Kovack Advisors, Inc.

RIA

Fort Lauderdale, FL

AUM $6.3BTEAM 320REPS 262

The Wealth Consulting Group

RIA

Las Vegas, NV

AUM $6.3BTEAM 131REPS 129

Nppg Plan Professionals, LLC

RIA

Shrewsbury, NJ

AUM $6.3BTEAM 2REPS 2

Other AUM ranges

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