RIAs: Over $5B AUM

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

Three Bell Capital LLC

Dallas, TX

AUM $5.1BTEAM 22REPS 14

Newport Group Consulting, LLC

Lake Mary, FL

AUM $5.1BTEAM 31REPS 23

Maplelane Capital, LLC

New York, NY

AUM $5BTEAM 16REPS 3

Daymark Wealth Partners, LLC

Montgomery, OH

AUM $5BTEAM 40REPS 32

Luxor Capital Group, LP

New York, NY

AUM $5BTEAM 39REPS 4

TFO Family Office Partners

Phoenix, AZ

AUM $5BTEAM 88REPS 28

Cain, Watters & Associates, LLC

Frisco, TX

AUM $5BTEAM 341REPS 75

Wellspring Capital Advisors, LLC

AUM $5BTEAM 2REPS 2

Riverbridge

Minneapolis, MN

AUM $5BTEAM 46REPS 18

Coastal Bridge Advisors

Westport, CT

AUM $5BTEAM 46REPS 26

Kennedy Capital Management

Saint Louis, MO

AUM $5BTEAM 43REPS 25

Kirkoswald Capital Management Limited

London

AUM $5BTEAM 10REPS 5

Finepoint Capital LP

Boston, MA

AUM $5BTEAM 23REPS 7

Rockbridge Capital, LLC

Columbus, OH

AUM $5BTEAM 125REPS 6

Savvy

New York, NY

AUM $5BTEAM 170REPS 160

Other AUM ranges

Under $100MReported AUM12,990 FIRMS $100M – $500MReported AUM7,646 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,233 FIRMS

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