RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Fondsmaeglerselskabet Maj Invest A/S
RIACopenhagen K
AUM $11.1BTEAM 67REPS 12
BNY Mellon ETF Investment Adviser, LLC
RIABoston, MA
AUM $11.1BTEAM 3REPS 6
Pure Financial Advisors, LLC
RIASan Diego, CA
AUM $11.1BTEAM 204REPS 87
Asset Preservation Advisors, LLC
RIAAtlanta, GA
AUM $11.1BTEAM 28REPS 15
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
AUM $11BTEAM 60REPS 13
UBS Asset Management Credit Investments Group (UK) Ltd
RIALondon England
AUM $11BREPS 6
Nicola Wealth Management Ltd.
RIAVancouver
AUM $11BTEAM 531REPS 17
Neuberger Berman Asia Limited
RIAHong Kong
AUM $11BTEAM 62REPS 4
Schroder Investment Management (Japan) Limited
RIAChiyodaku Tokyo
AUM $11BTEAM 81REPS 5
Ballyrock Investment Advisors LLC
RIABoston, MA
AUM $11BTEAM 5REPS 10
Castle Hook Partners LP
RIANew York, NY
AUM $11BTEAM 35REPS 5
Redwood Capital Management, LLC
RIANew York, NY
AUM $11BTEAM 33REPS 5
Morgan Stanley Investment Management Company
RIASingapore
AUM $10.9BTEAM 51REPS 9
Modern Wealth Management, LLC
RIAKansas City, MO
AUM $10.9BTEAM 253REPS 139
Shepherd Kaplan Krochuk, LLC
RIABoston, MA
AUM $10.9BTEAM 34REPS 7
RPA Financial, LLC
RIASan Rafael, CA
AUM $10.9BTEAM 12REPS 7
NGP
RIADallas, TX
AUM $10.9BTEAM 56REPS 4
Realterm
RIAAnnapolis, MD
AUM $10.9BTEAM 265REPS 20
First Sentier Investors (Singapore)
RIASingapore
AUM $10.8BTEAM 55REPS 7
Hggc, LLC
RIAEast Palo Alto, CA
AUM $10.8BTEAM 57REPS 8
CAZ Investments L.P.
RIAHouston, TX
AUM $10.8BTEAM 83REPS 28
Loop Capital Asset Management
RIAMiami, FL
AUM $10.8BTEAM 23REPS 7
Amova Asset Management Asia Limited
RIASingapore
AUM $10.8BTEAM 160REPS 8
Cbre Investment Management Listed Real Assets LLC
RIARadnor, PA
AUM $10.8BTEAM 60REPS 7
Other AUM ranges
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