RIAs: Over $5B AUM
2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
IDR Investment Management, LLC
RIAIndependence, OH
AUM $10.2BTEAM 15REPS 4
Arin Risk Advisors LLC
RIAConshohocken, PA
AUM $10.2BTEAM 11REPS 5
Kopernik Global Investors, LLC
RIATampa, FL
AUM $10.2BTEAM 44REPS 5
Champlain Investment Partners, LLC
RIABurlington, VT
AUM $10.2BTEAM 32REPS 4
Tenor Capital Management Company, L.P.
RIANew York, NY
AUM $10.2BTEAM 19REPS 5
Valmark Advisers, Inc.
RIAAkron, OH
AUM $10.2BTEAM 280REPS 292
Shepherd Kaplan LLC
RIABoston, MA
AUM $10.2BTEAM 42REPS 20
Conrad Siegel Investment Advisors
RIAHarrisburg, PA
AUM $10.1BTEAM 23REPS 35
Sprott Asset Management USA Inc.
RIADarien, CT
AUM $10.1BTEAM 64REPS 24
Jericho Capital Asset Management L.P.
RIALos Angeles, CA
AUM $10.1BTEAM 10REPS 3
Court Square Capital
RIANew York, NY
AUM $10.1BTEAM 61REPS 11
MAN Solutions LLC
RIANew York, NY
AUM $10.1BTEAM 22REPS 6
Foundations Investment Advisors LLC
RIAPhoenix, AZ
AUM $10.1BTEAM 353REPS 297
Summittx Capital, L.P.
RIAFort Worth, TX
AUM $10.1BTEAM 70REPS 7
Openarc Corporate Advisory, LLC
RIAAtlanta, GA
AUM $10.1BTEAM 146REPS 122
Mcqueen Financial Advisors II, Inc.
RIAClawson, MI
AUM $10.1BTEAM 50REPS 4
Dupont Capital Management
RIAWilmington, DE
AUM $10.1BTEAM 33REPS 10
One Investment Management US LLC
RIANew York, NY
AUM $10.1BTEAM 27REPS 5
Foresight Group LLP
RIALondon
AUM $10.1BTEAM 347REPS 1
Fiduciary Counselling Inc
RIASaint Paul, MN
AUM $10.1BTEAM 87REPS 26
Choate Investment Advisors
RIABoston, MA
AUM $10BTEAM 34REPS 17
Bain Capital Real Estate, LP
RIABoston, MA
AUM $10BTEAM 125REPS 8
Meketa Investment Group Inc
RIAWestwood, MA
AUM $10BTEAM 248REPS 11
BMO Family Office, LLC
RIAChicago, IL
AUM $10BTEAM 130REPS 10
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?