RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
BSP Ny LLC
RIANew York, NY
AUM $14.2BTEAM 18REPS 7
Congress Asset Management Company, LLP
RIABoston, MA
AUM $14.2BTEAM 79REPS 16
Wellington Management Hong Kong Limited
RIACentral Hong Kong
AUM $14.2BTEAM 105REPS 5
Aptus Capital Advisors, LLC
RIAFairhope, AL
AUM $14.1BTEAM 40REPS 19
RTW Investments LP
RIANew York, NY
AUM $14.1BTEAM 70REPS 10
Great Mountain Partners
RIANew Haven, CT
AUM $14.1BTEAM 17REPS 4
Oaktree Fund Advisors, LLC
RIALos Angeles, CA
AUM $14.1BTEAM 451REPS 10
Meritage Group LP
RIASan Francisco, CA
AUM $14.1BTEAM 55REPS 7
Federated Global Investment Management Corp.
RIANew York, NY
AUM $14.1BTEAM 39REPS 211
Franklin Advisory Services, LLC
RIASan Mateo, CA
AUM $14.1BTEAM 2REPS 4
Prime Buchholz LLC
RIAPortsmouth, NH
AUM $14.1BTEAM 127REPS 15
Circle Wealth Management, LLC
RIASummit, NJ
AUM $14.1BTEAM 23REPS 11
Related Fund Management, LLC
RIANew York, NY
AUM $14BTEAM 69REPS 5
Redbird Capital Partners Management LLC
RIANew York, NY
AUM $14BTEAM 101REPS 4
Varagon Capital Partners, L.P.
RIANew York, NY
AUM $14BTEAM 78REPS 5
The Vistria Group, LP
RIAChicago, IL
AUM $14BTEAM 107REPS 4
Nautic Partners, LLC
RIAProvidence, RI
AUM $14BTEAM 69REPS 9
Brandywine Managers, LLC
RIAHockessin, DE
AUM $14BTEAM 5REPS 5
Linden Capital Partners
RIAChicago, IL
AUM $13.9BTEAM 55REPS 4
Oak Hill Capital Management, LLC
RIANew York, NY
AUM $13.9BTEAM 52REPS 2
Coldstream Wealth Management
RIABellevue, WA
AUM $13.9BTEAM 207REPS 139
Ullico Investment Advisors, Inc.
RIASilver Spring, MD
AUM $13.9BTEAM 92REPS 8
SRS Investment Management, LLC
RIANew York, NY
AUM $13.9BTEAM 32REPS 3
Mission Wealth Management, LP
RIASanta Barbara, CA
AUM $13.9BTEAM 184REPS 132
Other AUM ranges
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