RIAs: Over $5B AUM

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

LM Capital Group, LLC

RIA

San Diego, CA

AUM $6.1BTEAM 20REPS 6

Vivo Capital, LLC

RIA

Palo Alto, CA

AUM $6.1BTEAM 62REPS 7

Snyder Capital Management LP

RIA

San Francisco, CA

AUM $6.1BTEAM 17REPS 4

Warren Equity Partners Manager, L.P.

RIA

Jacksonville Beach, FL

AUM $6.1BTEAM 67REPS 4

Heitman Capital Management LLC

RIA

Chicago, IL

AUM $6.1BTEAM 280REPS 24

Carrhae Capital

RIA

London

AUM $6.1BTEAM 27REPS 2

Vulcan Value Partners LLC

RIA

Birmingham, AL

AUM $6.1BTEAM 38REPS 11

Carrhae Capital (Difc) Limited

RIA

Dubai

AUM $6.1BTEAM 8REPS 4

Nicholas Co Inc

RIA

Milwaukee, WI

AUM $6.1BTEAM 16REPS 8

Dana Investment Advisors Inc

RIA

Waukesha, WI

AUM $6.1BTEAM 60REPS 28

Neuberger Berman Loan Advisers IV LLC

RIA

Chicago, IL

AUM $6.1BTEAM 3REPS 5

Aperture Investors, LLC

RIA

New York, NY

AUM $6.1BTEAM 78REPS 5

Energy Income Partners

RIA

Westport, CT

AUM $6.1BTEAM 21REPS 5

East End Advisors, LLC

RIA

New York, NY

AUM $6.1BTEAM 17REPS 6

Haveli Investment Management LLC

RIA

Austin, TX

AUM $6BTEAM 51REPS 5

KCM Investment Advisors

RIA

Greenbrae, CA

AUM $6BTEAM 20REPS 10

Trivest Investment Advisors, LLC

RIA

Coral Gables, FL

AUM $6BTEAM 100REPS 11

J.C. Flowers & Co LLC

RIA

New York, NY

AUM $6BTEAM 38REPS 12

Ashton Thomas Private Wealth

RIA

Scottsdale, AZ

AUM $6BTEAM 93REPS 102

Veratis Advisors, Inc.

RIA

Cary, NC

AUM $6BTEAM 8REPS 6

Capital Research & Consulting LLC

RIA

Pasadena, CA

AUM $6BTEAM 8REPS 6

Parallax Volatility Advisers, L.P.

RIA

San Francisco, CA

AUM $6BTEAM 51REPS 3

Third Lake Partners, LLC

RIA

Tampa, FL

AUM $6BTEAM 16REPS 5

Meadow Capital Management LLC

RIA

New York, NY

AUM $6BTEAM 17REPS 3

Other AUM ranges

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