RIAs: Over $5B AUM

2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Lovell Minnick

RIA

Radnor, PA

AUM $5.2BTEAM 33REPS 6

Skye Global Management LP

RIA

West Palm Beach, FL

AUM $5.2BTEAM 7REPS 3

Twin Bridge Capital Partners, LLC

RIA

Chicago, IL

AUM $5.2BTEAM 22REPS 4

Gentrust

RIA

Miami, FL

AUM $5.2BTEAM 40REPS 23

Davidson Investment Advisors, Inc.

RIA

Great Falls, MT

AUM $5.2BTEAM 31REPS 18

Profund Advisors LLC

RIA

Bethesda, MD

AUM $5.2BTEAM 98REPS 6

Krilogy

RIA

Saint Louis, MO

AUM $5.2BTEAM 103REPS 65

Paine Schwartz Partners, LLC

RIA

New York, NY

AUM $5.2BTEAM 43REPS 5

Baker Tilly Wealth Management, LLC

RIA

Madison, WI

AUM $5.2BTEAM 31REPS 29

Bear Creek Asset Management, LLC

RIA

Denver, CO

AUM $5.2BTEAM 8REPS 8

Investcorp Corsair Infrastructure Partners, L.P.

RIA

New York, NY

AUM $5.2BTEAM 10REPS 9

Leading Edge Investment Advisors,LLC

RIA

San Francisco, CA

AUM $5.2BTEAM 13REPS 3

Legacy Advisors, LLC

RIA

Plymouth Meeting, PA

AUM $5.2BTEAM 50REPS 19

Insigneo Advisory Services, LLC

RIA

Miami, FL

AUM $5.2BTEAM 223REPS 230

Asset Strategy Consultants LLC

RIA

Hunt Valley, MD

AUM $5.2BTEAM 14REPS 9

Jefferies Investment Advisers LLC

RIA

New York, NY

AUM $5.2BTEAM 119REPS 122

Hines Capital Advisors LLC

RIA

Houston, TX

AUM $5.1BTEAM 839REPS 5

Altamar Partners North America LLC

RIA

New York, NY

AUM $5.1BTEAM 11REPS 2

Radcliffe Capital Management, L.P.

RIA

Bala Cynwyd, PA

AUM $5.1BTEAM 22REPS 9

Tectonic Advisors LLC

RIA

Frisco, TX

AUM $5.1BTEAM 6REPS 13

Gemspring Capital Management, LP

RIA

Westport, CT

AUM $5.1BTEAM 81REPS 4

Nexus Capital Management LP

RIA

Los Angeles, CA

AUM $5.1BTEAM 29REPS 4

NUT Tree Capital Management, LP

RIA

New York, NY

AUM $5.1BTEAM 13REPS 1

Starr Private Equity Partners, LLC

RIA

New York, NY

AUM $5.1BTEAM 26REPS 3

Other AUM ranges

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