Rialytix insights
RIAs With $1 Billion to $9 Billion in AUM
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in this AUM segment. This hub covers 4,023 matching firms with $12.4T in total reported AUM and median AUM of $2.3B.
Firms
4,023
Matching current profiles
Total AUM
$12.4T
Reported regulatory AUM
Median AUM
$2.3B
Across firms with AUM
Largest firm
$10.0B
Bain Capital Real Estate, LP
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Bain Capital Real Estate, LP CRD 291809 · Limited Partnership | BOSTON, MA | $10.0B Mar 2026 | +$961.7M+10.6% | +$2.2B+27.5% | +$5.0B+100.6% | +$6.7B+202.1% | +54 employees+76.1% over 3Y | +8 accounts+50.0% over 3Y |
| 2. Meketa Investment Group INC CRD 110601 · Corporation | WESTWOOD, MA | $10.0B Mar 2026 | -$1.4B-12.4% | -$1.3B-11.7% | -$9.7B-49.3% | +$5.1B+103.9% | +26 employees+11.7% over 3Y | -2 accounts-6.9% over 3Y |
| 3. Bmo Family Office, LLC CRD 110264 · Limited Liability Company | CHICAGO, IL | $10.0B Jan 2026 | +$1.9B+22.9% | +$4.2B+73.7% | +$4.6B+85.7% | +$4.1B+69.3% | -5 employees-3.7% over 3Y | -2,451 accounts-32.5% over 3Y |
| 4. Northcape Capital CRD 332305 · — | SYDNEY, NEW SOUTH WALES | $10.0B Apr 2026 | +$828.2M+9.1% | — | — | +$828.2M+9.1% | +1 employees+3.2% over 1Y | 0 accounts+0.0% over 1Y |
| 5. Axonic Capital LLC CRD 159518 · Limited Liability Company | NEW YORK, NY | $10.0B Mar 2026 | +$3.7B+58.0% | +$3.3B+49.9% | +$3.8B+62.0% | +$9.7B+3671.9% | +16 employees+27.6% over 3Y | -2 accounts-6.1% over 3Y |
| 6. Agincourt Capital Management, LLC CRD 112096 · Limited Liability Company | RICHMOND, VA | $10.0B Mar 2026 | +$255.8M+2.6% | +$2.6B+34.6% | +$2.7B+36.5% | +$5.6B+126.6% | 0 employees+0.0% over 3Y | +23 accounts+5.9% over 3Y |
| 7. Plancorp, LLC CRD 106599 · Limited Liability Company | SAINT LOUIS, MO | $9.9B May 2026 | +$2.6B+36.3% | +$4.4B+79.3% | +$4.9B+96.2% | +$8.3B+494.9% | +21 employees+27.6% over 3Y | +2,686 accounts+42.5% over 3Y |
| 8. Intellicents Investment Solutions INC CRD 107498 · Corporation | ALBERT LEA, MN | $9.9B Mar 2026 | +$3.9B+65.0% | +$4.8B+95.7% | +$4.9B+96.6% | +$8.3B+521.2% | +19 employees+31.1% over 3Y | +5,249 accounts+173.2% over 3Y |
| 9. Welch & Forbes LLC CRD 115119 · Limited Liability Company | BOSTON, MA | $9.9B May 2026 | +$739.8M+8.1% | +$3.1B+45.4% | +$3.6B+58.1% | +$6.7B+210.9% | +2 employees+3.8% over 3Y | +457 accounts+13.9% over 3Y |
| 10. Bluecove Limited CRD 307090 · — | LONDON | $9.9B Mar 2026 | -$1.2B-11.0% | +$2.3B+29.9% | +$6.8B+220.3% | +$6.8B+220.3% | -4 employees-6.1% over 3Y | -1 accounts-10.0% over 3Y |
| 11. Clearbridge Investment Management Limited CRD 139012 · Corporation | EDINBURGH | $9.9B Dec 2025 | +$282.9M+2.9% | +$1.2B+14.1% | +$5.1B+107.0% | -$1.5B-13.1% | -43 employees-49.4% over 3Y | +5,161 accounts+21504.2% over 3Y |
| 12. Coronation Global Fund Managers (ireland) Limited CRD 156599 · Corporation | DUBLIN | $9.9B May 2026 | +$1.4B+17.0% | +$1.6B+19.0% | +$832.2M+9.2% | +$5.6B+130.6% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. One Queen Capital INC. CRD 315926 · Corporation | TORONTO, ONTARIO | $9.9B Nov 2025 | +$931.9M+10.4% | -$965.4M-8.9% | — | — | +5 employees+100.0% over 3Y | -4 accounts-20.0% over 3Y |
| 14. Glacier Peak Capital Management, LLC CRD 164409 · Limited Liability Company | CHATHAM, NJ | $9.9B Feb 2026 | -$1.3B-11.7% | +$7.1B+255.7% | +$9.4B+2058.0% | -$1.0B-9.5% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 15. River Road Asset Management, LLC CRD 134918 · Limited Liability Company | LOUISVILLE, KY | $9.9B Mar 2026 | +$1.8B+23.0% | +$2.1B+26.3% | +$3.2B+47.6% | +$4.2B+75.4% | -4 employees-8.0% over 3Y | -18 accounts-16.2% over 3Y |
| 16. Cynosure Group, LLC CRD 281399 · Limited Liability Company | SALT LAKE CITY, UT | $9.8B Mar 2026 | +$3.3B+50.0% | +$7.3B+289.7% | +$8.1B+467.3% | +$9.5B+3182.7% | +38 employees+115.2% over 3Y | +515 accounts+244.1% over 3Y |
| 17. Brown Advisory Investment Solutions Group LLC CRD 124612 · Limited Liability Company | BALTIMORE, MD | $9.8B Apr 2026 | +$1.4B+16.5% | -$83.4M-0.8% | +$3.6B+58.9% | +$9.5B+2440.3% | -6 employees-20.0% over 3Y | +1 accounts+0.2% over 3Y |
| 18. Bain Capital Ventures, LP CRD 145652 · Limited Partnership | BOSTON, MA | $9.8B Mar 2026 | +$101.1M+1.0% | +$211.1M+2.2% | +$3.1B+46.7% | +$8.3B+551.5% | -8 employees-7.6% over 3Y | +2 accounts+11.1% over 3Y |
| 19. Spiderrock Advisors, LLC CRD 171992 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | +$3.9B+64.5% | +$6.8B+226.0% | +$7.2B+276.7% | — | +26 employees+74.3% over 3Y | +3,069 accounts+217.5% over 3Y |
| 20. Consulting Group Advisory Services LLC CRD 137463 · Limited Liability Company | PURCHASE, NY | $9.8B Mar 2026 | +$2.7B+38.0% | +$2.9B+42.5% | +$2.9B+42.5% | +$3.7B+59.2% | +7 employees+70.0% over 3Y | +1 accounts+9.1% over 3Y |
| 21. Eminence Capital, LP CRD 160611 · Limited Partnership | NEW YORK, NY | $9.8B May 2026 | +$740.7M+8.2% | +$97.5M+1.0% | -$1.5B-13.1% | +$4.9B+100.9% | -12 employees-19.0% over 3Y | +4 accounts+30.8% over 3Y |
| 22. Iht Wealth Management LLC CRD 171481 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | +$5.0B+103.3% | +$5.4B+124.1% | +$6.3B+176.5% | — | -40 employees-18.3% over 3Y | +6,892 accounts+37.0% over 3Y |
| 23. Coolabah Capital Institutional Investments Pty Limited CRD 308020 · Corporation | SYDNEY | $9.8B Sep 2025 | +$4.6B+89.5% | +$5.2B+113.9% | +$7.1B+257.2% | +$7.7B+370.2% | +13 employees+39.4% over 3Y | +13 accounts+44.8% over 3Y |
| 24. Apella Wealth CRD 171106 · Limited Liability Company | WEST HARTFORD, CT | $9.8B Mar 2026 | +$5.1B+107.4% | +$7.3B+294.5% | +$8.9B+1025.0% | — | +97 employees+144.8% over 3Y | +15,110 accounts+208.2% over 3Y |
| 25. Vr Advisory Services LTD. CRD 137158 · Corporation | NEW YORK, NY | $9.8B Mar 2026 | +$1.0B+11.7% | +$4.2B+74.1% | +$4.4B+80.9% | +$8.2B+523.9% | -1 employees-2.3% over 3Y | +1 accounts+16.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.