RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Pictet North America Advisors SA
RIAGeneva
AUM $5.3BTEAM 18REPS 9
Pamlico Capital
RIACharlotte, NC
AUM $5.3BTEAM 41REPS 9
BIP Wealth, LLC
RIAAtlanta, GA
AUM $5.3BTEAM 88REPS 59
Alera Investment Advisors, LLC
RIADeerfield, IL
AUM $5.3BTEAM 107REPS 68
Rehmann Wealth
RIALansing, MI
AUM $5.3BTEAM 39REPS 42
Constitution Capital Equity Partners LP
RIAAndover, MA
AUM $5.3BTEAM 67REPS 8
Proficio Capital Partners LLC
RIANewton, MA
AUM $5.3BTEAM 23REPS 11
Denham Capital Management LP
RIABoston, MA
AUM $5.3BTEAM 29REPS 6
Alumina Investment Management
RIACharlotte, NC
AUM $5.3BTEAM 2REPS 2
MHR Fund Management LLC
RIANew York, NY
AUM $5.3BTEAM 21REPS 4
Zais Group
RIAHolmdel, NJ
AUM $5.3BTEAM 46REPS 6
Value Partners Hong Kong Limited
RIAHong Kong
AUM $5.2BTEAM 104REPS 7
Venture Visionary Partners LLC
RIASylvania, OH
AUM $5.2BTEAM 46REPS 31
Glendon Capital Management L.P.
RIASanta Monica, CA
AUM $5.2BTEAM 19REPS 8
Zimmer Partners, LP
RIANew York, NY
AUM $5.2BTEAM 32REPS 3
Investment Management Group
RIABillings, MT
AUM $5.2BTEAM 30REPS 34
Spruce House Investment Management LLC
RIANew York, NY
AUM $5.2BTEAM 9REPS 3
Forest Investment Associates
RIAAtlanta, GA
AUM $5.2BTEAM 55REPS 6
Standard Investments LLC
RIANew York, NY
AUM $5.2BTEAM 37REPS 6
HC Capital Partners, LLC
RIAW Cnshohocken, PA
AUM $5.2BREPS 3
Linscomb Wealth, Inc.
RIAHouston, TX
AUM $5.2BTEAM 46REPS 24
Lovell Minnick
RIARadnor, PA
AUM $5.2BTEAM 33REPS 6
Skye Global Management LP
RIAWest Palm Beach, FL
AUM $5.2BTEAM 7REPS 3
Twin Bridge Capital Partners, LLC
RIAChicago, IL
AUM $5.2BTEAM 22REPS 4
Other AUM ranges
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