RIAs: Over $5B AUM
2,035 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Threadline Wealth
RIABellevue, WA
AUM $5.8BTEAM 59REPS 23
Aquamarine Financial (Cayman) Ltd
RIAGrand Cayman
AUM $5.8BTEAM 5REPS 3
Buckhead Capital Management, LLC
RIAAtlanta, GA
AUM $5.8BTEAM 13REPS 11
Obra Capital Management, LLC
RIANew York, NY
AUM $5.7BTEAM 132REPS 5
Solamere Capital, LLC
RIABoston, MA
AUM $5.7BTEAM 12REPS 3
Lasalle St. Investment Advisors, L.L.C.
RIAElmhurst, IL
AUM $5.7BTEAM 155REPS 161
Oasis Investment Strategies LLC
RIAChicago, IL
AUM $5.7BTEAM 10REPS 3
Becker Capital Management, Inc.
RIAPortland, OR
AUM $5.7BTEAM 42REPS 26
Dalton Investments, Inc.
RIAEl Segundo, CA
AUM $5.7BTEAM 46REPS 8
Leadenhall Capital Partners
RIALondon
AUM $5.7BTEAM 35REPS 4
Longpoint Partners LP
RIABoston, MA
AUM $5.7BTEAM 35REPS 5
Acadian Asset Management
RIASydney, New South Wales
AUM $5.7BTEAM 19REPS 7
Gladstone Wealth Partners
RIAPalm Beach Gardens, FL
AUM $5.7BTEAM 186REPS 109
Dynamic Beta Investments LLC
RIAGreenwich, CT
AUM $5.7BTEAM 7REPS 3
Cortland Investment Management, LLC
RIAAtlanta, GA
AUM $5.7BTEAM 91REPS 6
Metis Global Partners, LLC
RIASan Diego, CA
AUM $5.7BTEAM 11REPS 3
Klingman and Associates, LLC
RIANew York, NY
AUM $5.7BTEAM 25REPS 9
Altarock Partners LP
RIAWest Palm Beach, FL
AUM $5.7BTEAM 7REPS 2
TFO Wealth Partners
RIAMaumee, OH
AUM $5.7BTEAM 67REPS 36
Gallatin Point Capital LLC
RIAGreenwich, CT
AUM $5.7BTEAM 23REPS 4
Sepio Capital, LP
RIASalt Lake City , UT
AUM $5.6BTEAM 31REPS 20
Brave Warrior Advisors, LLC
RIANew York, NY
AUM $5.6BTEAM 6REPS 5
Dynamic
RIAPhoenix, AZ
AUM $5.6BTEAM 130REPS 77
Yale Capital Corp.
RIASt Petersburg, FL
AUM $5.6BTEAM 7REPS 5
Other AUM ranges
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