RIAs: Over $5B AUM

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

NEW MOUNTAIN CAPITAL, LLC

RIA

New York, NY

AUM $46.4BTEAM 235REPS 4

SILVER POINT CAPITAL, L.P.

RIA

GREENWICH, CT

AUM $46.2BTEAM 357REPS 11

CONCORD ADVISORY GROUP LTD

RIA

PRINCETON, NJ

AUM $46.2BTEAM 34REPS 3

BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC

RIA

New York, NY

AUM $46.1BTEAM 250REPS 5

CANTERBURY CONSULTING INCORPORATED

RIA

NEWPORT BEACH, CA

AUM $45.9BTEAM 64REPS 25

TIDAL INVESTMENTS LLC

RIA

MILWAUKEE, WI

AUM $45.8BTEAM 207REPS 11

GENERAL CATALYST

RIA

CAMBRIDGE, MA

AUM $45.5BTEAM 211REPS 8

CHANDLER ASSET MANAGEMENT INC

RIA

SAN DIEGO, CA

AUM $45.3BTEAM 54REPS 24

EP WEALTH ADVISORS

RIA

TORRANCE, CA

AUM $45.1BTEAM 618REPS 331

CHEVY CHASE TRUST COMPANY

RIA

BETHESDA, MD

AUM $44.9BTEAM 119REPS 51

MEAG NEW YORK CORPORATION

RIA

New York, NY

AUM $44.9BTEAM 46REPS 10

CIFC ASSET MANAGEMENT LLC

RIA

MIAMI, FL

AUM $44.6BTEAM 200REPS 5

CANSO INVESTMENT COUNSEL LTD.

RIA

richmond hill ontario

AUM $44.4BTEAM 65REPS 19

PRIVATE ADVISOR GROUP, LLC

RIA

MORRISTOWN, NJ

AUM $44.3BTEAM 674REPS 765

SANDS CAPITAL MANAGEMENT, LLC

RIA

ARLINGTON, VA

AUM $44.3BTEAM 182REPS 10

PANAGORA ASSET MANAGEMENT INC

RIA

BOSTON, MA

AUM $44.1BTEAM 110REPS 13

BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP

RIA

New York, NY

AUM $44.1BTEAM 753REPS 5

CALAMOS ADVISORS LLC

RIA

NAPERVILLE, IL

AUM $43.9BTEAM 300REPS 45

APOGEM CAPITAL LLC

RIA

New York, NY

AUM $43.8BTEAM 259REPS 12

ARISTOTLE CAPITAL MANAGEMENT, LLC

RIA

Los Angeles, CA

AUM $43.5BTEAM 170REPS 34

ELEMENT CAPITAL MANAGEMENT LLC

RIA

New York, NY

AUM $43.4BTEAM 64REPS 6

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA

CHICAGO, IL

AUM $43.4BTEAM 197REPS 93

NEWEDGE ADVISORS

RIA

NEW ORLEANS, LA

AUM $43.2BTEAM 1073REPS 601

WELLS FARGO INVESTMENT INSTITUTE, INC.

RIA

Charlotte, NC

AUM $43BTEAM 225REPS 54

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo