RIAs: Over $5B AUM

2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

Gusto Investment Services, LLC

RIA

San Francisco, CA

AUM $12.7BTEAM 3REPS 2

First Trust Capital Management L.P.

RIA

Chicago, IL

AUM $12.7BTEAM 62REPS 7

LS Power Equity Advisors, LLC

RIA

New York, NY

AUM $12.6BTEAM 224REPS 16

First Eagle Alternative Credit, LLC

RIA

Boston, MA

AUM $12.6BTEAM 79REPS 4

Appleton Partners, Inc.

RIA

Boston, MA

AUM $12.6BTEAM 59REPS 34

The Caprock Group, LLC

RIA

Boise, ID

AUM $12.5BTEAM 67REPS 52

Williams Jones Wealth Management, LLC

RIA

New York, NY

AUM $12.5BTEAM 52REPS 23

Westwood Management Corp

RIA

Dallas, TX

AUM $12.5BTEAM 95REPS 19

MFN Partners Management, LP

RIA

Boston, MA

AUM $12.4BTEAM 17REPS 5

Royce Investment Partners

RIA

New York, NY

AUM $12.4BTEAM 89REPS 7

Oasis Capital Partners (Texas) Inc.

RIA

Austin, TX

AUM $12.4BTEAM 57REPS 4

Neuberger Berman Canada Ulc

RIA

Toronto Ontario

AUM $12.4BTEAM 27REPS 9

Sound Point Clo C-Moa, LLC

RIA

New York, NY

AUM $12.3BTEAM 40REPS 5

Northcape Capital

RIA

Sydney New South Wales

AUM $12.3BTEAM 33REPS 5

Ramirez Asset Management, Inc.

RIA

New York, NY

AUM $12.3BTEAM 48REPS 4

Aquiline Management Holdings LP

RIA

New York, NY

AUM $12.3BTEAM 85REPS 10

Vaughan Nelson Investment Management, L.P.

RIA

Houston, TX

AUM $12.2BTEAM 53REPS 13

BSP Clo Management LLC

RIA

New York, NY

AUM $12.2BTEAM 241REPS 5

Pacific Private Fund Advisors LLC

RIA

Newport Beach, CA

AUM $12.2BTEAM 12REPS 2

Altrinsic Global Advisors, LLC

RIA

Stamford, CT

AUM $12.2BTEAM 34REPS 7

Advisors Capital Management, LLC

RIA

Ridgewood, NJ

AUM $12.2BTEAM 103REPS 61

Hollyport Capital LLP

RIA

London

AUM $12.2BTEAM 84REPS 4

Honeywell Capital Management LLC

RIA

Morris Plains, NJ

AUM $12.2BTEAM 17REPS 4

Northrock Partners, LLC

RIA

Minneapolis, MN

AUM $12.2BTEAM 233REPS 94

Other AUM ranges

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