RIAs: Over $5B AUM
2,036 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Laird Norton Wetherby Wealth Management, LLC
RIASeattle, WA
AUM $12.2BTEAM 169REPS 65
Intercontinental Real Estate Corporation
RIABoston, MA
AUM $12.2BTEAM 122REPS 7
Mairs & Power
RIASaint Paul, MN
AUM $12.1BTEAM 60REPS 20
Churchill Investment Management LLC
RIACharlotte, NC
AUM $12.1BTEAM 101REPS 6
Conrad Siegel Investment Advisors
RIAHarrisburg, PA
AUM $12.1BTEAM 29REPS 36
Soltis Investment Advisors, LLC
RIASt George, UT
AUM $12BTEAM 121REPS 87
The Energy & Minerals Group LP
RIAHouston, TX
AUM $12BTEAM 22REPS 5
Investcorp Credit Management US LLC
RIANew York, NY
AUM $12BTEAM 28REPS 3
Forvis Mazars Wealth Advisors, LLC
RIASpringfield, MO
AUM $12BTEAM 124REPS 84
Slate Path Capital LP
RIANew York, NY
AUM $12BTEAM 25REPS 6
Pointstate Capital LP
RIANew York, NY
AUM $12BTEAM 41REPS 4
Coller Eqt
RIANew York, NY
AUM $12BTEAM 67REPS 3
Vontobel Swiss Financial Advisers
RIAZurich
AUM $11.9BTEAM 105REPS 14
Sentinel Pension Advisors, LLC
RIAWakefield, MA
AUM $11.9BTEAM 53REPS 52
Christian Brothers Investment Services, Inc.
RIAChicago, IL
AUM $11.9BTEAM 38REPS 11
Canyon Capital Advisors LLC
RIADallas, TX
AUM $11.9BTEAM 192REPS 7
Canyon Clo Advisors LP
RIADallas, TX
AUM $11.9BTEAM 161REPS 7
Goldberg Lindsay & Co LLC
RIANew York, NY
AUM $11.9BTEAM 55REPS 6
HUB Investment Partners, LLC
RIAWest Lake Hills, TX
AUM $11.9BTEAM 172REPS 122
Levine Leichtman Capital Partners, LLC
RIABeverly Hills, CA
AUM $11.9BTEAM 73REPS 4
Paradigm Operations LP
RIASan Francisco, CA
AUM $11.9BTEAM 61REPS 5
First Sentier Investors (UK) Funds Limited
RIALondon
AUM $11.9BTEAM 314REPS 12
FTV Capital
RIASan Francisco, CA
AUM $11.9BTEAM 119REPS 4
Stonebridge Advisors LLC
RIAWilton, CT
AUM $11.8BTEAM 15REPS 13
Other AUM ranges
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