RIAs: Over $5B AUM
2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Park Square Capital USA LP
RIANew York, NY
AUM $18.9BTEAM 147REPS 7
Brighton Jones LLC
RIASeattle, WA
AUM $18.9BTEAM 316REPS 162
Fidelity Diversifying Solutions LLC
RIABoston, MA
AUM $18.9BTEAM 44REPS 6
Capricorn Investment Group LLC
RIANew York, NY
AUM $18.9BTEAM 46REPS 8
Letko, Brosseau & Associates Inc.
RIAMontreal
AUM $18.8BTEAM 75REPS 11
Transamerica Retirement Advisors, LLC
RIACedar Rapids, IA
AUM $18.8BTEAM 398REPS 306
Boyd Watterson Asset Management, LLC
RIACleveland, OH
AUM $18.8BTEAM 140REPS 22
Blackstone Liquid Credit Strategies LLC
RIANew York, NY
AUM $18.8BTEAM 711REPS 5
Altimeter Capital Management, LP
RIAMenlo Park, CA
AUM $18.8BTEAM 35REPS 5
Stratos Wealth Partners, Ltd
RIABeachwood, OH
AUM $18.6BTEAM 618REPS 383
PGIM Luxembourg S.A.
RIALuxembourg
AUM $18.6BTEAM 40REPS 8
Monroe Capital Management Advisors LLC
RIAChicago, IL
AUM $18.6BTEAM 282REPS 8
Royalty Pharma Manager, LLC
RIANew York, NY
AUM $18.5BTEAM 91REPS 4
1823 Partners (US) LLC
RIAMiami, FL
AUM $18.5BTEAM 52REPS 5
Comprehensive Financial Management LLC
RIALos Gatos, CA
AUM $18.5BTEAM 38REPS 6
AB Carval Investors, LP
RIAMinneapolis, MN
AUM $18.4BTEAM 169REPS 6
Rock Creek Group LLC
RIAWashington, DC
AUM $18.4BTEAM 62REPS 3
Saba Capital Management, L.P.
RIANew York, NY
AUM $18.3BTEAM 67REPS 8
Spectrum Asset Management, Inc.
RIAStamford, CT
AUM $18.3BTEAM 27REPS 8
Greenoaks
RIASan Francisco, CA
AUM $18.3BTEAM 67REPS 5
Acore Capital, LP
RIANew York, NY
AUM $18.3BTEAM 121REPS 7
Siguler Guff Advisers LLC
RIANew York, NY
AUM $18.3BTEAM 130REPS 4
AMG Funds LLC
RIAStamford, CT
AUM $18.3BTEAM 99REPS 10
Amova Asset Management UK Limited
RIALondon
AUM $18.2BTEAM 92REPS 9
Other AUM ranges
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