RIAs: Over $5B AUM

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

BC PARTNERS PE L.P.

RIA

New York, NY

AUM $31.1BTEAM 50REPS 3

TIEDEMANN ADVISORS, LLC

RIA

New York, NY

AUM $31BTEAM 182REPS 8

L CATTERTON

RIA

GREENWICH, CT

AUM $30.9BTEAM 183REPS 6

ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED

RIA

LONDON

AUM $30.8BTEAM 87REPS 5

TJC LP

RIA

New York, NY

AUM $30.8BTEAM 96REPS 7

BLACKROCK INTERNATIONAL LIMITED

RIA

EDINBURGH

AUM $30.8BTEAM 69REPS 4

BLACKSTONE CLO MANAGEMENT LLC

RIA

New York, NY

AUM $30.7BTEAM 711REPS 5

FUNDSMITH, LLP

RIA

LONDON

AUM $30.6BTEAM 43REPS 4

PTMA INVESTMENT ADVISORS

RIA

NAPERVILLE, IL

AUM $30.6BTEAM 157REPS 35

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIA

NEW HAVEN, CT

AUM $30.5BTEAM 249REPS 228

40/86 ADVISORS, INC.

RIA

CARMEL, IN

AUM $30.5BTEAM 84REPS 6

MARATHON ASSET MANAGEMENT, L.P.

RIA

New York, NY

AUM $30.5BTEAM 193REPS 6

PALOMA PARTNERS MANAGEMENT COMPANY

RIA

GREENWICH, CT

AUM $30.3BTEAM 64REPS 6

FULLER & THALER ASSET MANAGEMENT INC

RIA

SAN MATEO, CA

AUM $30.3BTEAM 30REPS 10

INNOVATOR CAPITAL MANAGEMENT, LLC

RIA

WHEATON, IL

AUM $30.2BTEAM 73REPS 8

PSG EQUITY L.L.C.

RIA

BOSTON, MA

AUM $30.2BTEAM 276REPS 4

HB WEALTH

RIA

Atlanta, GA

AUM $30.2BTEAM 325REPS 165

LUTHER KING CAPITAL MANAGEMENT CORPORATION

RIA

FORT WORTH, TX

AUM $30.1BTEAM 105REPS 35

ONEX CREDIT PARTNERS, LLC

RIA

ENGLEWOOD CLIFFS, NJ

AUM $30.1BTEAM 80REPS 4

DAVIS SELECTED ADVISERS LP

RIA

TUCSON, AZ

AUM $30.1BTEAM 121REPS 7

BTG PACTUAL ASSET MANAGEMENT US , LLC

RIA

New York, NY

AUM $30.1BTEAM 180REPS 66

GOTHAM ASSET MANAGEMENT, LLC

RIA

New York, NY

AUM $30BTEAM 56REPS 8

ADVANCED CAPITAL GROUP

RIA

MINNEAPOLIS, MN

AUM $30BTEAM 22REPS 9

APOLLO CREDIT MANAGEMENT, LLC

RIA

New York, NY

AUM $30BTEAM 3564REPS 4

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo