RIAs: Over $5B AUM

2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

ITE Management L.P.

RIA

New York, NY

AUM $7.6BTEAM 85REPS 5

Highbridge Capital Management, LLC

RIA

New York, NY

AUM $7.6BTEAM 60REPS 6

Sessa Capital

RIA

New York, NY

AUM $7.5BTEAM 13REPS 3

Carnegie Investment Counsel

RIA

Pepper Pike, OH

AUM $7.5BTEAM 69REPS 39

59 North Capital Management, LP

RIA

Houston, TX

AUM $7.5BTEAM 9REPS 3

JMG Financial Group Ltd

RIA

Downers Grove, IL

AUM $7.5BTEAM 103REPS 51

Osterweis Capital Management

RIA

San Francisco, CA

AUM $7.5BTEAM 666REPS 14

Water Street Healthcare Partners, LLC

RIA

Chicago, IL

AUM $7.5BTEAM 42REPS 2

Lombard Odier Asset Management (USA) Corp

RIA

New York, NY

AUM $7.5BTEAM 64REPS 5

Chicago Partners Investment Group LLC

RIA

Chicago, IL

AUM $7.5BTEAM 73REPS 57

Hays Financial Group, LLC

RIA

Minneapolis, MN

AUM $7.5BTEAM 12REPS 4

Homestead Advisers Corp.

RIA

Arlington, VA

AUM $7.5BTEAM 40REPS 17

Hudson Housing Capital LLC

RIA

New York, NY

AUM $7.4BTEAM 89REPS 26

Westcap Management, LLC

RIA

San Francisco, CA

AUM $7.4BTEAM 73REPS 2

XN LP

RIA

New York, NY

AUM $7.4BTEAM 34REPS 4

JLL Partners, LLC

RIA

New York, NY

AUM $7.4BTEAM 36REPS 5

Washington Capital Management Inc

RIA

Seattle, WA

AUM $7.4BTEAM 79REPS 16

Eventide Asset Management, LLC

RIA

Boston, MA

AUM $7.4BTEAM 69REPS 7

Lyrical Asset Management LP

RIA

New York, NY

AUM $7.4BTEAM 30REPS 5

Retirement and Wealth at Alliant, LLC

RIA

Wayne, PA

AUM $7.4BTEAM 30REPS 45

First National Advisers, LLC

RIA

Omaha, NE

AUM $7.4BTEAM 35REPS 31

Surgocap Partners LP

RIA

New York, NY

AUM $7.4BTEAM 28REPS 4

Mariner Independent

RIA

Overland Park, KS

AUM $7.3BTEAM 161REPS 127

Spectrum Equity

RIA

Boston, MA

AUM $7.3BTEAM 80REPS 7

Other AUM ranges

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