RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
CQS (US), LLC
RIANew York, NY
AUM $5.5BTEAM 16REPS 1
MJ Retirement
RIACarmel, IN
AUM $5.5BTEAM 11REPS 7
Frontier Asset Management, LLC
RIASheridan, WY
AUM $5.5BTEAM 42REPS 13
Brockenbrough
RIARichmond, VA
AUM $5.5BTEAM 31REPS 15
Integrum Holdings LP
RIANew York, NY
AUM $5.5BTEAM 25REPS 7
Disciplined Growth Investors Inc
RIAMinneapolis, MN
AUM $5.5BTEAM 21REPS 7
Larson Financial Group, LLC
RIASaint Louis, MO
AUM $5.5BTEAM 131REPS 67
Lime Rock
RIAWestport, CT
AUM $5.5BTEAM 198REPS 8
Bansk Group LLC
RIANew York, NY
AUM $5.5BTEAM 25REPS 1
Calamos Wealth Management LLC
RIANaperville, IL
AUM $5.5BTEAM 51REPS 44
Vestal Point Capital, LP
RIANew York, NY
AUM $5.5BTEAM 11REPS 2
Monomoy Capital Management, L.P.
RIAGreenwich, CT
AUM $5.5BTEAM 77REPS 3
Polaris Capital Management, LLC
RIABoston, MA
AUM $5.5BTEAM 18REPS 16
Altos Ventures Management, Inc.
RIABurlingame, CA
AUM $5.4BTEAM 41REPS 7
Palestra Capital Management LLC
RIANew York, NY
AUM $5.4BTEAM 21REPS 5
Sentry Management Inc
RIAWichita Falls, TX
AUM $5.4BTEAM 5REPS 5
Stwd Investment Management, LLC
RIAMiami Beach, FL
AUM $5.4BTEAM 139REPS 5
Bluespring Wealth Management, LLC
RIAAustin, TX
AUM $5.4BTEAM 64REPS 66
Aquatic Capital Management LLC
RIAChicago, IL
AUM $5.4BTEAM 91REPS 3
Motive Capital Management, LLC
RIANew York, NY
AUM $5.4BTEAM 103REPS 3
Pension Consultants Inc
RIASpringfield, MO
AUM $5.4BTEAM 16REPS 6
True North Advisors, LLC
RIADallas, TX
AUM $5.4BTEAM 89REPS 33
Stockbridge Investors
RIABoston, MA
AUM $5.4BTEAM 20REPS 32
Tailwind Capital
RIANew York, NY
AUM $5.4BTEAM 29REPS 2
Other AUM ranges
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