RIAs: Over $5B AUM

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

Fenimore Asset Management, Inc.

RIA

Cobleskill, NY

AUM $5.4BTEAM 43REPS 23

Wellington Funds (US) LLC

RIA

Boston, MA

AUM $5.4BTEAM 2REPS 2

Sands Capital Alternatives, LLC

RIA

Arlington, VA

AUM $5.4BTEAM 182REPS 4

Constellation Wealth Advisors

RIA

Cincinnati, OH

AUM $5.4BTEAM 26REPS 16

HQ Capital Private Equity LLC

RIA

Miami, FL

AUM $5.4BTEAM 78REPS 5

First Sentier Investors

RIA

George Town Grand Cayman

AUM $5.4BTEAM 48REPS 12

Bain Capital Insurance Solutions, LP

RIA

Boston, MA

AUM $5.4BTEAM 48REPS 8

Quiet Capital Management, LLC

RIA

San Francisco, CA

AUM $5.4BTEAM 39REPS 5

Blackstone Alternative Investment Advisors LLC

RIA

New York, NY

AUM $5.4BTEAM 304REPS 4

Silver Rock Financial LP

RIA

Los Angeles, CA

AUM $5.4BTEAM 31REPS 3

Cornell Capital

RIA

New York, NY

AUM $5.4BTEAM 26REPS 4

Cohen & Steers UK Limited

RIA

London

AUM $5.4BTEAM 21REPS 4

Sofinnova Investments, Inc.

RIA

Menlo Park, CA

AUM $5.4BTEAM 41REPS 8

TCI Wealth Advisors, Inc.

RIA

Tucson, AZ

AUM $5.4BTEAM 72REPS 46

Frost Investment Advisors, LLC

RIA

San Antonio, TX

AUM $5.4BTEAM 31REPS 31

Western Wealth Management LLC

RIA

Golden, CO

AUM $5.4BTEAM 98REPS 117

Cove Hill Partners, L.P.

RIA

Boston, MA

AUM $5.4BTEAM 46REPS 5

Mantle Ridge LP

RIA

New York, NY

AUM $5.3BTEAM 15REPS 2

Mackenzie Investments Europe Limited

RIA

Dublin

AUM $5.3BTEAM 12REPS 6

David Vaughan Investments, LLC

RIA

Peoria, IL

AUM $5.3BTEAM 48REPS 35

Arena Capital Advisors

RIA

Los Angeles, CA

AUM $5.3BTEAM 26REPS 3

Polus Capital Management Limited

RIA

London

AUM $5.3BTEAM 85REPS 14

Family Manage LLC

RIA

New York, NY

AUM $5.3BTEAM 23REPS 13

Flexstone Partners, LLC

RIA

New York, NY

AUM $5.3BTEAM 28REPS 5

Other AUM ranges

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