RIAs: Over $5B AUM

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

Aksia LLC

RIA

New York, NY

AUM $35.2BTEAM 177REPS 14

Exeter Property Group, LLC

RIA

Radnor, PA

AUM $35.1BTEAM 222REPS 5

Government Portfolio Advisors LLC

RIA

Portland, OR

AUM $35.1BTEAM 10REPS 7

Shenkman Capital Management, Inc.

RIA

New York, NY

AUM $35.1BTEAM 146REPS 10

Fayez Sarofim & Co

RIA

Houston, TX

AUM $35.1BTEAM 54REPS 20

Alight Financial Advisors, LLC

RIA

Charlotte, NC

AUM $35.1BTEAM 70REPS 65

Octagon Credit Investors, LLC

RIA

New York, NY

AUM $35.1BTEAM 100REPS 15

Russell Investments

RIA

Seattle, WA

AUM $35BTEAM 580REPS 7

Virtus Fixed Income Advisers, LLC

RIA

Hartford, CT

AUM $34.9BTEAM 95REPS 8

Sanctuary Advisors, LLC

RIA

Miami, FL

AUM $34.9BTEAM 770REPS 399

Schroders Capital Management (US) Inc.

RIA

New York, NY

AUM $34.6BTEAM 163REPS 14

King Street Capital Management, L.P.

RIA

New York, NY

AUM $34.6BTEAM 247REPS 5

Stancorp Investment Advisers, Inc.

RIA

Portland, OR

AUM $34.5BTEAM 81REPS 78

Brevan Howard US Investment Management LP

RIA

New York, NY

AUM $34.4BTEAM 228REPS 8

Rreef America L.L.C.

RIA

Chicago, IL

AUM $34.3BTEAM 175REPS 6

Wealthspire Advisors

RIA

New York, NY

AUM $34.3BTEAM 397REPS 244

Roark Capital Management, LLC

RIA

Atlanta, GA

AUM $34.2BTEAM 145REPS 3

Kayne Anderson Capital Advisors, L.P.

RIA

Houston, TX

AUM $34.1BTEAM 310REPS 12

Voya Alternative Asset Management LLC

RIA

New York, NY

AUM $34BTEAM 124REPS 8

Clearstead; Clearstead Advisory Solutions

RIA

Cleveland, OH

AUM $33.9BTEAM 280REPS 76

Edgepoint Investment Group

RIA

Toronto Ontario

AUM $33.8BTEAM 26REPS 7

Pacific Way Capital Management, LLC

RIA

New York, NY

AUM $33.6BTEAM 8REPS 8

Allworth Financial, L.P.

RIA

Folsom, CA

AUM $33.6BTEAM 493REPS 299

Sona Asset Management (US) LLC

RIA

New York, NY

AUM $33.5BTEAM 39REPS 9

Other AUM ranges

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