RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Soltis Investment Advisors, LLC
RIASt George, UT
AUM $12BTEAM 121REPS 92
The Energy & Minerals Group LP
RIAHouston, TX
AUM $12BTEAM 22REPS 5
Gusto Investment Services, LLC
RIASan Francisco, CA
AUM $12BTEAM 3REPS 2
Slate Path Capital LP
RIANew York, NY
AUM $12BTEAM 25REPS 6
Pointstate Capital LP
RIANew York, NY
AUM $12BTEAM 41REPS 4
Coller Capital Inc
RIANew York, NY
AUM $12BTEAM 67REPS 4
Vontobel Swiss Financial Advisers
RIAZurich
AUM $11.9BTEAM 105REPS 13
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 120
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
Akre Capital Management, LLC
RIAMiddleburg, VA
AUM $11.8BTEAM 12REPS 10
Entrust Global Partners LLC
RIANew York, NY
AUM $11.8BTEAM 137REPS 4
137 Ventures Management, LLC
RIASan Francisco, CA
AUM $11.8BTEAM 25REPS 7
Octopus Energy Generation
RIALondon
AUM $11.8BTEAM 159REPS 5
Perceptive Advisors
RIANew York, NY
AUM $11.8BTEAM 49REPS 6
Sparx Asset Management Co, Ltd.
RIATokyo
AUM $11.7BTEAM 145REPS 6
Other AUM ranges
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