RIAs: Over $5B AUM
2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Polar Capital
RIALondon
AUM $43.3BTEAM 196REPS 8
Newedge Advisors
RIANew Orleans, LA
AUM $43.2BTEAM 1073REPS 609
Wells Fargo Investment Institute, Inc.
RIACharlotte, NC
AUM $43BTEAM 225REPS 57
Jasper Ridge Partners, L.P.
RIAFort Worth, TX
AUM $43BTEAM 145REPS 17
Graham Capital Management, L.P.
RIANorwalk, CT
AUM $42.9BTEAM 209REPS 5
Pacific Life Fund Advisors LLC
RIANewport Beach, CA
AUM $42.8BTEAM 20REPS 3
Capital Group Private Client Services, Inc.
RIALos Angeles, CA
AUM $42.7BTEAM 189REPS 107
Earnest Partners, LLC
RIAAtlanta, GA
AUM $42.6BTEAM 47REPS 3
Franklin Mutual Advisers, LLC
RIAShort Hills, NJ
AUM $42.6BTEAM 52REPS 4
Lido
RIALos Angeles, CA
AUM $42.5BTEAM 437REPS 323
Newton Investment Management Ltd
RIALondon
AUM $42.4BTEAM 63REPS 7
T.Rowe Price Hong Kong Limited
RIACentral
AUM $42.3BTEAM 134REPS 7
Penn Mutual Asset Management, LLC
RIAConshohocken, PA
AUM $42.3BTEAM 30REPS 6
Sunamerica Asset Management, LLC
RIANew York, NY
AUM $42.2BTEAM 57REPS 6
Summit Partners, L.P.
RIABoston, MA
AUM $42BTEAM 218REPS 8
Callan
RIASan Francisco, CA
AUM $41.9BTEAM 202REPS 6
Sali Fund Services
RIAAustin, TX
AUM $41.7BTEAM 79REPS 6
Alyeska Investment Group, L.P.
RIAChicago, IL
AUM $41.7BTEAM 60REPS 3
Securian Asset Management, Inc.
RIASaint Paul, MN
AUM $41.6BTEAM 70REPS 5
Stepstone Group Real Assets LP
RIALa Jolla, CA
AUM $41.5BTEAM 94REPS 6
Abrdn Inc.
RIAPhiladelphia, PA
AUM $41.5BTEAM 193REPS 7
Ninety One North America, Inc.
RIANew York, NY
AUM $41.5BTEAM 68REPS 6
Parnassus Investments, LLC
RIASan Francisco, CA
AUM $41.1BTEAM 87REPS 16
Mawer Investment Management Ltd.
RIACalgary Alberta
AUM $40.9BTEAM 278REPS 19
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?