RIAs: Over $5B AUM

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

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 67

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 743REPS 392

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 77

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 70

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 296

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

STAMFORD, CT

AUM $33.5BTEAM 549REPS 472

SONA ASSET MANAGEMENT (US) LLC

RIA

New York, NY

AUM $33.5BTEAM 39REPS 6

BNY Mellon Advisors, Inc.

RIA

New York, NY

AUM $33.5BTEAM 66REPS 23

ECP

RIA

SUMMIT, NJ

AUM $33.4BTEAM 95REPS 9

D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.

RIA

New York, NY

AUM $33.4BTEAM 47REPS 6

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo