RIAs: Over $5B AUM

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

J.F. Lehman And Company LLC

RIA

New York, NY

AUM $9BTEAM 58REPS 5

Simon Quick Advisors, LLC

RIA

Morristown, NJ

AUM $9BTEAM 97REPS 44

Partners Group US Management Clo LLC

RIA

New York, NY

AUM $9BTEAM 1REPS 4

Crossmark Global Investments, Inc.

RIA

Houston, TX

AUM $9BTEAM 54REPS 23

Northwood Investors LLC

RIA

Denver, CO

AUM $9BTEAM 107REPS 10

Littlejohn & Co, LLC

RIA

Greenwich, CT

AUM $9BTEAM 81REPS 4

Kingsview Wealth Management, LLC

RIA

Grants Pass, OR

AUM $9BTEAM 285REPS 117

Sentinel Capital Partners, L.L.C.

RIA

New York, NY

AUM $9BTEAM 62REPS 10

Quinbrook Infrastructure Partners LLC

RIA

New York, NY

AUM $9BTEAM 25REPS 8

Atreides Management, LP

RIA

Boston, MA

AUM $8.9BTEAM 26REPS 4

Impax Asset Management LLC

RIA

Portsmouth, NH

AUM $8.9BTEAM 93REPS 7

Tortoise Capital Advisors, L.L.C.

RIA

Overland Park, KS

AUM $8.9BTEAM 34REPS 11

Westport Capital Partners LLC

RIA

Darien, CT

AUM $8.9BTEAM 34REPS 7

Hermes Gpe LLP

RIA

London

AUM $8.9BTEAM 67REPS 6

Axxcess Wealth Management, LLC

RIA

Carlsbad, CA

AUM $8.9BTEAM 72REPS 42

Snowden Capital Advisors LLC

RIA

New York, NY

AUM $8.9BTEAM 154REPS 122

Advent Capital Management, LLC

RIA

New York, NY

AUM $8.8BTEAM 58REPS 3

Arkadios Wealth Advisors

RIA

Atlanta, GA

AUM $8.8BTEAM 188REPS 221

Capital Analysts

RIA

Fort Washington, PA

AUM $8.8BTEAM 679REPS 639

Hardman Johnston Global Advisors LLC

RIA

Stamford, CT

AUM $8.8BTEAM 27REPS 5

Robertson Stephens

RIA

San Francisco, CA

AUM $8.8BTEAM 118REPS 73

U.S Capital Wealth Advisors, LLC

RIA

Houston, TX

AUM $8.8BTEAM 141REPS 8

Tiaa Kaspick, LLC

RIA

Boston, MA

AUM $8.7BTEAM 115REPS 10

Hamlin Capital Management, LLC

RIA

New York, NY

AUM $8.7BTEAM 24REPS 11

Other AUM ranges

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