RIAs: Over $5B AUM

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

Citizens Private Wealth

RIA

Tarrytown, NY

AUM $15.5BTEAM 204REPS 96

Evercore Wealth Management, LLC

RIA

New York, NY

AUM $15.5BTEAM 97REPS 8

Osaic Advisory Services, LLC

RIA

Atlanta, GA

AUM $15.5BTEAM 2180REPS 363

Intech

RIA

West Palm Beach, FL

AUM $15.5BTEAM 41REPS 6

Allianz Global Investors Asia Pacific Limited

RIA

Hong Kong

AUM $15.5BTEAM 118REPS 7

AEA Qp Advisers LLC

RIA

New York, NY

AUM $15.5BTEAM 157REPS 4

Tishman Speyer Properties, L.P.

RIA

New York, NY

AUM $15.4BTEAM 491REPS 7

IRA Group, Inc.

RIA

Atlanta, GA

AUM $15.4BTEAM 19REPS 17

Abbott Capital Management LLC

RIA

New York, NY

AUM $15.3BTEAM 60REPS 10

Banner Ridge Partners

RIA

New York, NY

AUM $15.3BTEAM 27REPS 3

Ballentine Partners

RIA

Waltham, MA

AUM $15.3BTEAM 125REPS 86

Peak Xv Partners Operations LLC

RIA

Trianon

AUM $15.3BTEAM 107REPS 5

C Worldwide Asset Management Fondsmaeglerselskab A/S

RIA

Copenhagen

AUM $15.3BTEAM 112REPS 8

Cavanal Hill Investment Management, Inc.

RIA

Tulsa, OK

AUM $15.2BTEAM 47REPS 36

CW Advisors, LLC

RIA

Boston, MA

AUM $15.2BTEAM 152REPS 94

Nationwide Asset Management, LLC

RIA

Columbus, OH

AUM $15.2BTEAM 212REPS 4

Blackstone Ireland Limited

RIA

Dublin

AUM $15.2BTEAM 711REPS 10

Pomona Capital

RIA

New York, NY

AUM $15.2BTEAM 41REPS 4

Onepoint Bfg Wealth Partners

RIA

Parsippany, NJ

AUM $15.1BTEAM 205REPS 112

CV Advisors LLC

RIA

Aventura, FL

AUM $15.1BTEAM 82REPS 5

SIT Fixed Income Advisors II, LLC

RIA

Minneapolis, MN

AUM $15BTEAM 73REPS 5

Gigafund

RIA

AUM $15BTEAM 7REPS 3

Abry Partners II, LLC

RIA

Boston, MA

AUM $14.9BTEAM 1REPS 5

Wcas Management Corporation

RIA

New York, NY

AUM $14.9BTEAM 105REPS 7

Other AUM ranges

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