RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Kimmeridge Energy Management Company, LLC
RIANew York, NY
AUM $6.3BTEAM 73REPS 9
J. Safra Asset Management Corporation
RIANew York, NY
AUM $6.3BTEAM 22REPS 17
Creativeone Wealth, LLC
RIAOverland Park, KS
AUM $6.3BTEAM 222REPS 214
Glenmede Investment Management, LP
RIAPhiladelphia, PA
AUM $6.2BTEAM 41REPS 14
Aurora Capital Partners Management VI L.P.
RIALos Angeles, CA
AUM $6.2BTEAM 29REPS 8
Fairfield Realty Advisors LLC
RIASan Diego, CA
AUM $6.2BTEAM 370REPS 4
Brightwood Capital Advisors, LLC
RIANew York, NY
AUM $6.2BTEAM 64REPS 4
Dorsal Capital Management, LP
RIARedwood City, CA
AUM $6.2BTEAM 16REPS 6
Beck, Mack & Oliver LLC
RIANew York, NY
AUM $6.2BTEAM 24REPS 9
Shepherd Financial Investment Advisory LLC
RIACarmel, IN
AUM $6.2BTEAM 45REPS 26
BMO Asset Management Corp.
RIAChicago, IL
AUM $6.2BTEAM 5REPS 5
Todd Asset Management LLC
RIALouisville, KY
AUM $6.2BTEAM 18REPS 8
Antares Capital Credit Advisers LLC
RIAChicago, IL
AUM $6.2BTEAM 466REPS 6
Rivernorth Capital Management, LLC
RIAWest Palm Beach, FL
AUM $6.2BTEAM 20REPS 10
Riverwood Capital Management L.P.
RIAMenlo Park, CA
AUM $6.2BTEAM 51REPS 4
Tikehau Capital North America LLC
RIANew York, NY
AUM $6.2BTEAM 56REPS 5
A Fin Management LLC
RIASunny Isles Beach, FL
AUM $6.2BTEAM 30REPS 3
Freeman Spogli
RIALos Angeles, CA
AUM $6.2BTEAM 35REPS 11
Pennantpark Investment Advisers, LLC
RIAMiami Beach, FL
AUM $6.2BTEAM 91REPS 6
Lotus Infrastructure Partners, LP
RIAGreenwich, CT
AUM $6.2BTEAM 30REPS 3
Primary Wave Ip Investment Management LLC
RIANew York, NY
AUM $6.1BTEAM 38REPS 5
Polen Capital Credit, LLC
RIAWaltham, MA
AUM $6.1BTEAM 46REPS 3
Bell Partners
RIAGreensboro, NC
AUM $6.1BTEAM 69REPS 9
Vision Ridge Partners, LLC
RIABoulder, CO
AUM $6.1BTEAM 35REPS 6
Other AUM ranges
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