RIAs: Over $5B AUM

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

Slate Path Capital LP

RIA

New York, NY

AUM $12BTEAM 25REPS 3

Pointstate Capital LP

RIA

New York, NY

AUM $12BTEAM 41REPS 4

Vontobel Swiss Financial Advisers

RIA

Zurich

AUM $11.9BTEAM 105REPS 13

Sentinel Pension Advisors, LLC

RIA

Wakefield, MA

AUM $11.9BTEAM 53REPS 52

Christian Brothers Investment Services, Inc.

RIA

Chicago, IL

AUM $11.9BTEAM 38REPS 11

Canyon Capital Advisors LLC

RIA

Dallas, TX

AUM $11.9BTEAM 192REPS 7

Canyon Clo Advisors LP

RIA

Dallas, TX

AUM $11.9BTEAM 161REPS 7

Goldberg Lindsay & Co LLC

RIA

New York, NY

AUM $11.9BTEAM 55REPS 6

HUB Investment Partners, LLC

RIA

West Lake Hills, TX

AUM $11.9BTEAM 172REPS 121

Levine Leichtman Capital Partners, LLC

RIA

Beverly Hills, CA

AUM $11.9BTEAM 73REPS 4

Paradigm Operations LP

RIA

San Francisco, CA

AUM $11.9BTEAM 61REPS 5

First Sentier Investors (UK) Funds Limited

RIA

London

AUM $11.9BTEAM 314REPS 12

FTV Capital

RIA

San Francisco, CA

AUM $11.9BTEAM 119REPS 4

Stonebridge Advisors LLC

RIA

Wilton, CT

AUM $11.8BTEAM 15REPS 13

Akre Capital Management, LLC

RIA

Middleburg, VA

AUM $11.8BTEAM 12REPS 10

Entrust Global Partners LLC

RIA

New York, NY

AUM $11.8BTEAM 137REPS 4

137 Ventures Management, LLC

RIA

San Francisco, CA

AUM $11.8BTEAM 25REPS 7

Perceptive Advisors

RIA

New York, NY

AUM $11.8BTEAM 49REPS 7

Sparx Asset Management Co, Ltd.

RIA

Tokyo

AUM $11.7BTEAM 145REPS 6

Kline Hill Partners LP

RIA

Greenwich, CT

AUM $11.7BTEAM 50REPS 3

Yacktman Asset Management LP

RIA

Austin, TX

AUM $11.7BTEAM 19REPS 8

Gamco Asset Management Inc.

RIA

Greenwich, CT

AUM $11.7BTEAM 120REPS 17

Bimini Advisors, LLC

RIA

Vero Beach, FL

AUM $11.7BTEAM 10REPS 2

Winton Capital Management Ltd.

RIA

London

AUM $11.7BTEAM 149REPS 6

Other AUM ranges

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo