RIAs: Over $5B AUM
2,036 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Modera Wealth Management, LLC
RIAWestwood, NJ
AUM $17.7BTEAM 238REPS 144
Merganser Capital Management, LLC
RIABoston, MA
AUM $17.7BTEAM 32REPS 7
Durable Capital Partners LP
RIABethesda, MD
AUM $17.6BTEAM 49REPS 4
Geowealth Management LLC
RIAChicago, IL
AUM $17.6BTEAM 88REPS 21
CF Private Equity, Inc.
RIANorwalk, CT
AUM $17.5BTEAM 66REPS 14
Searchlight Capital Partners
RIANew York, NY
AUM $17.5BTEAM 132REPS 5
Patient Square Capital, LP
RIAMenlo Park, CA
AUM $17.5BTEAM 97REPS 4
Penserra Capital Management LLC
RIAOrinda, CA
AUM $17.5BTEAM 16REPS 9
American Industrial Partners
RIANew York, NY
AUM $17.5BTEAM 94REPS 7
Envestnet Portfolio Solutions, Inc.
RIABerwyn, PA
AUM $17.3BTEAM 532REPS 9
Redwheel
RIALondon
AUM $17.3BTEAM 149REPS 12
Fiera Capital Inc.
RIANew York, NY
AUM $17.3BTEAM 95REPS 11
Bosera Asset Management (International) Co, Limited
RIAHong Kong
AUM $17.3BTEAM 68REPS 6
Capital Wealth Planning, LLC
RIANaples, FL
AUM $17.2BTEAM 30REPS 13
Visionary Square
RIACharlotte, NC
AUM $17.2BTEAM 251REPS 304
Stepstone Group Real Estate LP
RIALa Jolla, CA
AUM $17.2BTEAM 117REPS 6
Kohlberg & Company
RIAMount Kisco, NY
AUM $17.1BTEAM 91REPS 18
Bernard L. Madoff Investment Securities LLC
RIANew York, NY
AUM $17.1BREPS 0
Niobrara Capital Partners
RIANew York, NY
AUM $17.1BTEAM 12REPS 4
Manning & Napier Advisors, LLC
RIAFairport, NY
AUM $17BTEAM 195REPS 45
Mission Wealth Management, LP
RIASanta Barbara, CA
AUM $17BTEAM 220REPS 139
TPG Real Estate Advisors, LLC
RIAFort Worth, TX
AUM $17BTEAM 48REPS 7
Allen Investment Management, LLC
RIANew York, NY
AUM $16.9BTEAM 28REPS 11
Petercam Institutional Asset Management
RIABrussels
AUM $16.9BTEAM 191REPS 14
Other AUM ranges
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