RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Quid Capital Group Holdings, LLC
RIASanta Monica, CA
AUM $7.8BTEAM 9REPS 6
Wedge Capital Management LLP
RIACharlotte, NC
AUM $7.8BTEAM 26REPS 23
AE Industrial Partners, LP
RIABoca Raton, FL
AUM $7.7BTEAM 90REPS 7
Frazier Healthcare Partners
RIASeattle, WA
AUM $7.7BTEAM 100REPS 6
Oneseven
RIABeachwood, OH
AUM $7.7BTEAM 264REPS 126
Ritholtz Wealth Management
RIANew York, NY
AUM $7.7BTEAM 83REPS 58
Corsair Capital LLC
RIANew York, NY
AUM $7.7BTEAM 52REPS 5
Fiduciary Trust International, LLC
RIALincoln, MA
AUM $7.7BTEAM 50REPS 18
Hbks Wealth Advisors
RIAErie, PA
AUM $7.7BTEAM 109REPS 74
Stamos Capital Partners, L.P.
RIAMenlo Park, CA
AUM $7.6BTEAM 31REPS 11
Aldrich Wealth LP
RIALake Oswego, OR
AUM $7.6BTEAM 42REPS 29
Mcmorgan & Company LLC
RIASan Francisco, CA
AUM $7.6BTEAM 26REPS 4
MGG Investment Group LP
RIANew York, NY
AUM $7.6BTEAM 45REPS 4
Belpointe Asset Management LLC
RIAReno, NV
AUM $7.6BTEAM 236REPS 174
Brown Advisory
RIANorfolk, VA
AUM $7.6BTEAM 36REPS 23
Avantax Planning Partners, Inc.
RIADubuque, IA
AUM $7.6BTEAM 261REPS 293
LLR Management Holdco, L.P.
RIAPhiladelphia, PA
AUM $7.6BTEAM 116REPS 3
DSM Capital Partners
RIAPalm Beach Gardens, FL
AUM $7.6BTEAM 25REPS 10
Bailard, Inc.
RIAFoster City, CA
AUM $7.6BTEAM 83REPS 46
Highbridge Capital Management, LLC
RIANew York, NY
AUM $7.6BTEAM 60REPS 6
QIC
RIANew York, NY
AUM $7.5BTEAM 30REPS 6
Sessa Capital
RIANew York, NY
AUM $7.5BTEAM 13REPS 3
Carnegie Investment Counsel
RIAPepper Pike, OH
AUM $7.5BTEAM 69REPS 40
ITE Management L.P.
RIANew York, NY
AUM $7.5BTEAM 85REPS 5
Other AUM ranges
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