RIAs: Over $5B AUM

2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Federated Equity Management Company Of Pennsylvania

RIA

Pittsburgh, PA

AUM $14.3BTEAM 15REPS 8

BSP Ny LLC

RIA

New York, NY

AUM $14.2BTEAM 18REPS 7

Amova Asset Management Asia Limited

RIA

Singapore

AUM $14.2BTEAM 137REPS 8

Congress Asset Management Company, LLP

RIA

Boston, MA

AUM $14.2BTEAM 79REPS 16

Wellington Management Hong Kong Limited

RIA

Central Hong Kong

AUM $14.2BTEAM 105REPS 6

Aptus Capital Advisors, LLC

RIA

Fairhope, AL

AUM $14.1BTEAM 40REPS 19

RTW Investments LP

RIA

New York, NY

AUM $14.1BTEAM 70REPS 10

Great Mountain Partners

RIA

New Haven, CT

AUM $14.1BTEAM 17REPS 4

Oaktree Fund Advisors, LLC

RIA

Los Angeles, CA

AUM $14.1BTEAM 451REPS 10

Meritage Group LP

RIA

San Francisco, CA

AUM $14.1BTEAM 55REPS 7

Federated Global Investment Management Corp.

RIA

New York, NY

AUM $14.1BTEAM 39REPS 210

Franklin Advisory Services, LLC

RIA

San Mateo, CA

AUM $14.1BTEAM 2REPS 8

Prime Buchholz LLC

RIA

Portsmouth, NH

AUM $14.1BTEAM 127REPS 15

Circle Wealth Management, LLC

RIA

Summit, NJ

AUM $14.1BTEAM 23REPS 10

Related Fund Management, LLC

RIA

New York, NY

AUM $14BTEAM 69REPS 5

Redbird Capital Partners Management LLC

RIA

New York, NY

AUM $14BTEAM 101REPS 4

Varagon Capital Partners, L.P.

RIA

New York, NY

AUM $14BTEAM 78REPS 5

The Vistria Group, LP

RIA

Chicago, IL

AUM $14BTEAM 107REPS 4

Nautic Partners, LLC

RIA

Providence, RI

AUM $14BTEAM 69REPS 9

Brandywine Managers, LLC

RIA

Hockessin, DE

AUM $14BTEAM 5REPS 5

Linden Capital Partners

RIA

Chicago, IL

AUM $13.9BTEAM 55REPS 4

Oak Hill Capital Management, LLC

RIA

New York, NY

AUM $13.9BTEAM 52REPS 2

Coldstream Wealth Management

RIA

Bellevue, WA

AUM $13.9BTEAM 207REPS 142

Ullico Investment Advisors, Inc.

RIA

Bethesda, MD

AUM $13.9BTEAM 92REPS 8

Other AUM ranges

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