RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Crescent Real Estate LLC
RIAFort Worth, TX
AUM $5.1BTEAM 113REPS 5
Tomales Bay Capital
RIAAUM $5.1BTEAM 3REPS 2
Corient Ia LP
RIAMiami, FL
AUM $5.1BTEAM 100REPS 6
Serent Capital Management Company, L.L.C.
RIASan Francisco, CA
AUM $5.1BTEAM 95REPS 9
Duration Capital Partners LLC
RIANew York, NY
AUM $5.1BTEAM 18REPS 5
White Oak Global Advisors, LLC
RIASan Francisco, CA
AUM $5.1BTEAM 58REPS 5
DWS Investments Hong Kong Limited
RIAHong Kong
AUM $5.1BTEAM 62REPS 7
Genter Capital Management
RIALos Angeles, CA
AUM $5.1BTEAM 63REPS 23
Baypine Holdings LP
RIABoston, MA
AUM $5.1BTEAM 55REPS 8
Eversource Wealth Advisors, LLC
RIABirmingham, AL
AUM $5.1BTEAM 76REPS 83
Moran Wealth Management, LLC
RIANaples, FL
AUM $5.1BTEAM 56REPS 37
Taiko
RIAChicago, IL
AUM $5.1BTEAM 2REPS 2
Stonex Advisors Inc.
RIABirmingham, AL
AUM $5.1BTEAM 220REPS 242
Indus Capital Partners, LLC
RIANew York, NY
AUM $5.1BTEAM 59REPS 17
New England Private Wealth Advisors, LLC
RIAWellesley, MA
AUM $5.1BTEAM 21REPS 13
Pennington Partners & Co, LLC
RIABethesda, MD
AUM $5.1BTEAM 36REPS 13
Bakeravenue
RIASan Francisco, CA
AUM $5.1BTEAM 57REPS 37
Carrington Capital Management, LLC
RIAOld Greenwich, CT
AUM $5.1BTEAM 43REPS 4
The Pacific Financial Group, Inc.
RIANashville, TN
AUM $5.1BTEAM 62REPS 17
TT International
RIALondon
AUM $5.1BTEAM 79REPS 8
Metropolis Capital Limited
RIAAmersham Buckinghamshire
AUM $5.1BTEAM 14REPS 4
First Foundation Advisors
RIAIrvine, CA
AUM $5.1BTEAM 57REPS 29
Oberweis Asset Management Inc
RIALisle, IL
AUM $5.1BTEAM 31REPS 10
Percheron Capital
RIASan Francisco, CA
AUM $5.1BTEAM 76REPS 5
Other AUM ranges
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