RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Turn/River Management, L.P.
RIASan Francisco, CA
AUM $6.6BTEAM 99REPS 4
Coronation Investment Management International (Pty) Ltd
RIAClaremont Cape Town
AUM $6.6BTEAM 23REPS 9
Bernhard Capital Partners Management, LP
RIABaton Rouge, LA
AUM $6.6BTEAM 42REPS 5
T. Rowe Price (Canada), Inc.
RIABaltimore, MD
AUM $6.6BTEAM 11REPS 8
Level Four Advisory Services
RIADallas, TX
AUM $6.5BTEAM 136REPS 146
K2/D&S Management Co, L.L.C.
RIAStamford, CT
AUM $6.5BTEAM 30REPS 2
Shelton Capital Management
RIADenver, CO
AUM $6.5BTEAM 48REPS 19
Sendero Wealth Management, LLC
RIASan Antonio, TX
AUM $6.5BTEAM 41REPS 23
Omnicap Group LLC
RIAEl Segundo, CA
AUM $6.5BTEAM 15REPS 4
Foxhaven Asset Management, LP
RIACharlottesville, VA
AUM $6.5BTEAM 10REPS 5
Highvista Private Capital Management LLC
RIABoston, MA
AUM $6.5BTEAM 80REPS 6
Jensen Investment Management Inc.
RIALake Oswego, OR
AUM $6.5BTEAM 36REPS 10
NXT Capital Investment Advisers, LLC
RIAChicago, IL
AUM $6.5BTEAM 273REPS 9
Greenspring Advisors, LLC
RIATowson, MD
AUM $6.5BTEAM 68REPS 42
Avior Wealth Management, LLC
RIAOmaha, NE
AUM $6.5BTEAM 170REPS 77
Level Equity
RIANew York, NY
AUM $6.5BTEAM 52REPS 4
Douglass Winthrop Advisors LLC
RIANew York, NY
AUM $6.5BTEAM 34REPS 14
Arnhold LLC
RIANew York, NY
AUM $6.4BTEAM 13REPS 4
Nassau Global Credit LLC
RIANew York, NY
AUM $6.4BTEAM 16REPS 7
NWF Advisory Services Inc
RIALos Angeles, CA
AUM $6.4BTEAM 111REPS 109
Spider Management Company, LLC
RIARichmond, VA
AUM $6.4BTEAM 23REPS 13
Certares Management LLC
RIANew York, NY
AUM $6.4BTEAM 36REPS 8
Tetragon Partners L.P.
RIANew York, NY
AUM $6.4BTEAM 122REPS 6
Octopus Energy Generation
RIALondon
AUM $6.4BTEAM 159REPS 5
Other AUM ranges
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