RIAs: Over $5B AUM
2,031 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.
Constellation Wealth Advisors
RIACincinnati, OH
AUM $5.4BTEAM 26REPS 17
HQ Capital Private Equity LLC
RIAMiami, FL
AUM $5.4BTEAM 78REPS 5
First Sentier Investors
RIAGeorge Town Grand Cayman
AUM $5.4BTEAM 48REPS 11
Bain Capital Insurance Solutions, LP
RIABoston, MA
AUM $5.4BTEAM 48REPS 8
Quiet Capital Management, LLC
RIASan Francisco, CA
AUM $5.4BTEAM 39REPS 5
Blackstone Alternative Investment Advisors LLC
RIANew York, NY
AUM $5.4BTEAM 304REPS 4
Silver Rock Financial LP
RIALos Angeles, CA
AUM $5.4BTEAM 31REPS 3
Cornell Capital
RIANew York, NY
AUM $5.4BTEAM 26REPS 4
Ashoka Whiteoak Capital Pte. Ltd.
RIASamsung Hub
AUM $5.4BTEAM 23REPS 3
Cohen & Steers UK Limited
RIALondon
AUM $5.4BTEAM 21REPS 4
Sofinnova Investments, Inc.
RIAMenlo Park, CA
AUM $5.4BTEAM 41REPS 8
TCI Wealth Advisors, Inc.
RIATucson, AZ
AUM $5.4BTEAM 72REPS 47
Frost Investment Advisors, LLC
RIASan Antonio, TX
AUM $5.4BTEAM 31REPS 31
Western Wealth Management LLC
RIAGolden, CO
AUM $5.4BTEAM 98REPS 115
Cove Hill Partners, L.P.
RIABoston, MA
AUM $5.4BTEAM 46REPS 5
Mantle Ridge LP
RIANew York, NY
AUM $5.3BTEAM 15REPS 2
Mackenzie Investments Europe Limited
RIADublin
AUM $5.3BTEAM 12REPS 6
David Vaughan Investments, LLC
RIAPeoria, IL
AUM $5.3BTEAM 48REPS 35
Arena Capital Advisors
RIALos Angeles, CA
AUM $5.3BTEAM 26REPS 3
Polus Capital Management Limited
RIALondon
AUM $5.3BTEAM 85REPS 14
Family Manage LLC
RIANew York, NY
AUM $5.3BTEAM 23REPS 13
Mainstay Capital Management, LLC
RIAGrand Blanc, MI
AUM $5.3BTEAM 33REPS 25
Flexstone Partners, LLC
RIANew York, NY
AUM $5.3BTEAM 28REPS 5
Pictet North America Advisors SA
RIAGeneva
AUM $5.3BTEAM 18REPS 9
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?