RIAs: Over $5B AUM

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

Brave Warrior Advisors, LLC

RIA

New York, NY

AUM $5.6BTEAM 6REPS 5

Dynamic

RIA

Phoenix, AZ

AUM $5.6BTEAM 130REPS 84

Alesco Advisors, LLC, An Esl Company

RIA

Pittsford, NY

AUM $5.6BTEAM 26REPS 15

Donald Smith & Co, Inc.

RIA

New York, NY

AUM $5.6BTEAM 11REPS 9

Geneva Capital Management LLC

RIA

Milwaukee, WI

AUM $5.6BTEAM 20REPS 5

Pentegra Investors, Inc.

RIA

Shelton, CT

AUM $5.6BTEAM 13REPS 11

Allegheny Financial Group

RIA

Pittsburgh, PA

AUM $5.6BTEAM 103REPS 31

Planpilot

RIA

Chicago, IL

AUM $5.6BTEAM 15REPS 9

Stratos Wealth Advisors LLC

RIA

Beachwood, OH

AUM $5.6BTEAM 170REPS 79

Madison Realty Capital

RIA

New York, NY

AUM $5.6BTEAM 76REPS 5

Antarctica Investment Advisors, LLC

RIA

New York, NY

AUM $5.6BTEAM 32REPS 2

Alphapoint, Inc.

RIA

Corona Del Mar, CA

AUM $5.6BTEAM 1REPS 1

Balentine

RIA

Atlanta, GA

AUM $5.5BTEAM 61REPS 20

Green Court Capital Management Limited

RIA

Central Hong Kong

AUM $5.5BTEAM 39REPS 3

Vintage Investment Partners

RIA

Herzliya Pituach

AUM $5.5BTEAM 64REPS 10

Investcorp Investment Advisers LLC

RIA

New York, NY

AUM $5.5BTEAM 71REPS 4

Integrated Advisors Network LLC

RIA

Dallas, TX

AUM $5.5BTEAM 87REPS 86

Wainwright Investment Counsel LLC

RIA

Boston, MA

AUM $5.5BTEAM 17REPS 14

Smead Capital Management, Inc.

RIA

Phoenix, AZ

AUM $5.5BTEAM 18REPS 9

71 West Capital Partners

RIA

Boston, MA

AUM $5.5BTEAM 10REPS 7

Crescent Grove Advisors

RIA

Lake Forest, IL

AUM $5.5BTEAM 34REPS 20

Sierra Investment Partners, Inc.

RIA

Walnut Creek, CA

AUM $5.5BTEAM 9REPS 4

Stacey Braun Associates Inc

RIA

New York, NY

AUM $5.5BTEAM 17REPS 7

Waldron Private Wealth

RIA

Bridgeville, PA

AUM $5.5BTEAM 70REPS 46

Other AUM ranges

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