RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Galvanize Climate Solutions LLC
RIASan Francisco, CA
AUM $7BTEAM 73REPS 8
Frazier Life Sciences Management, LP
RIAPalo Alto, CA
AUM $7BTEAM 64REPS 8
Trust Advisors, Inc.
RIAHouston, TX
AUM $7BTEAM 76REPS 6
Medley Partners Management LLC
RIASan Francisco, CA
AUM $7BTEAM 15REPS 4
Hosking Partners LLP
RIALondon
AUM $7BTEAM 28REPS 12
Oceansound Partners, LP
RIANew York, NY
AUM $6.9BTEAM 35REPS 5
Blue Owl Technology Credit Advisors II LLC
RIANew York, NY
AUM $6.9BTEAM 250REPS 5
Algebris Investments (US) Inc.
RIABoston, MA
AUM $6.9BTEAM 4REPS 4
Mesirow Financial Private Equity Advisors, Inc.
RIAChicago, IL
AUM $6.9BTEAM 19REPS 10
Northside Capital Management LLC
RIAHood River, OR
AUM $6.9BTEAM 17REPS 9
Dakota Wealth, LLC
RIAPalm Beach Gardens, FL
AUM $6.9BTEAM 91REPS 64
Conestoga Capital Advisors, LLC
RIAWayne, PA
AUM $6.9BTEAM 18REPS 8
Smith Shellnut Wilson
RIARidgeland, MS
AUM $6.9BTEAM 16REPS 12
Stellex Capital
RIANew York, NY
AUM $6.9BTEAM 45REPS 4
Merewether Investment Management, LP
RIADallas, TX
AUM $6.9BTEAM 25REPS 4
PGIM Custom Harvest LLC
RIANewark, NJ
AUM $6.9BTEAM 68REPS 7
PGIM DC Solutions LLC
RIANewark, NJ
AUM $6.9BTEAM 66REPS 7
GMT Capital Corp.
RIAAtlanta, GA
AUM $6.9BTEAM 19REPS 4
Naya Capital Management UK Limited
RIALondon
AUM $6.9BTEAM 24REPS 3
Abacus Capital Group LLC
RIANew York, NY
AUM $6.9BTEAM 33REPS 6
Prowell Financial Management, LLC
RIAExton, PA
AUM $6.9BTEAM 4REPS 3
Provident Trust Company
RIAWaukesha, WI
AUM $6.9BTEAM 12REPS 10
Prysm Capital, L.P.
RIAPrinceton, NJ
AUM $6.9BTEAM 14REPS 7
Smartleaf Asset Management LLC
RIABoston, MA
AUM $6.9BTEAM 18REPS 9
Other AUM ranges
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