RIAs: Over $5B AUM

2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Advent International, L.P.

RIA

Boston, MA

AUM $91.6BTEAM 262REPS 7

Capstone Investment Advisors, LLC

RIA

New York, NY

AUM $91.5BTEAM 304REPS 8

AST Investment Services, Inc.

RIA

Shelton, CT

AUM $91.5BTEAM 42REPS 7

Aegon Asset Management US

RIA

Cedar Rapids, IA

AUM $88.8BTEAM 217REPS 6

Symetra Investment Management Company

RIA

Farmington, CT

AUM $88.8BTEAM 101REPS 11

Wisdomtree Asset Management, Inc.

RIA

New York, NY

AUM $88.4BTEAM 175REPS 10

III Capital Management

RIA

Boca Raton, FL

AUM $88.2BTEAM 9REPS 5

Morningstar Investment Management LLC

RIA

Chicago, IL

AUM $87.8BTEAM 267REPS 29

Pantheon

RIA

San Francisco, CA

AUM $87.7BTEAM 129REPS 4

Lighthouse Investment Partners, LLC

RIA

Palm Beach Gardens, FL

AUM $87.4BTEAM 481REPS 8

Clayton, Dubilier & Rice, LLC

RIA

New York, NY

AUM $87.4BTEAM 271REPS 6

Fortress Investment Group

RIA

New York, NY

AUM $87.3BTEAM 1004REPS 5

Cohen & Steers Capital Management Inc.

RIA

New York, NY

AUM $85.7BTEAM 367REPS 29

Leonard Green & Partners, L.P.

RIA

Los Angeles, CA

AUM $85.6BTEAM 96REPS 7

Connor Clark & Lunn Investment Management Ltd

RIA

Vancouver, British Columbia

AUM $85.6BTEAM 155REPS 16

Proshare Advisors LLC

RIA

Bethesda, MD

AUM $85.3BTEAM 98REPS 17

Mercer Global Advisors Inc.

RIA

Denver, CO

AUM $84.4BTEAM 1429REPS 748

Clearlake Capital Group, L.P.

RIA

Santa Monica, CA

AUM $83.6BTEAM 250REPS 5

Nationwide Fund Advisors

RIA

Columbus, OH

AUM $83.1BTEAM 129REPS 5

Global X Management Company LLC

RIA

New York, NY

AUM $83BTEAM 146REPS 7

Nippon Life Global Investors Americas, Inc.

RIA

New York, NY

AUM $83BTEAM 99REPS 6

Schroder Investment Management North America Ltd

RIA

London

AUM $82.5BTEAM 300REPS 4

Sequoia Capital Operations, LLC

RIA

Menlo Park, CA

AUM $82.2BTEAM 168REPS 14

Park Avenue Institutional Advisers LLC

RIA

New York, NY

AUM $82BTEAM 72REPS 6

Other AUM ranges

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