RIAs: Under $100M AUM

12,990 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

KB & Partners Management Co LLC

New York, NY

AUM $52.8MTEAM 6REPS 2

Royale Asset Management LLC

AUM $52.7MTEAM 1REPS 1

Virtua Capital Management, LLC

Scottsdale, AZ

AUM $52.7MTEAM 3REPS 2

Alta Strada Wealth Management

AUM $52.7MTEAM 2REPS 2

Blue Marlin Holdco LLC

Bethesda, MD

AUM $52.7MTEAM 13REPS 2

Boyd Investment Services

Henderson, NV

AUM $52.6MTEAM 1REPS 1

Arena Wealth Advisors LLC

Jeffersonville, IN

AUM $52.6MTEAM 1REPS 1

Qubera Wealth Management

Pasadena, CA

AUM $52.6MTEAM 1REPS 1

Sahara Investment Group

Las Vegas, NV

AUM $52.6MTEAM 14REPS 4

Frank K. Swyden Asset Mngt Inc

AUM $52.5MTEAM 1REPS 1

Aspen Grove Investment Management, LLC

AUM $52.5MTEAM 1REPS 1

KCG Investment Advisory Services LLC

Savannah, GA

AUM $52.5MTEAM 1REPS 1

Hicok Financial Solutions, LLC

AUM $52.5MTEAM 1REPS 1

Mulholland & Kuperstock Asset Management, LLC

AUM $52.5MTEAM 2REPS 2

Eagle Ridge Wealth Advisors

AUM $52.5MTEAM 3REPS 1

Allison & Company Financial Counselors, LLC

Milwaukee, WI

AUM $52.5MTEAM 1REPS 1

Fiduciary Capital Management LLC

Cheyenne, WY

AUM $52.5MTEAM 12REPS 8

Coho Advisory Services, LLC

Anchorage, AK

AUM $52.4MTEAM 4REPS 5

Wealthpro, LLC

AUM $52.4MTEAM 2REPS 2

Blue Lawn Asset Management LLC

AUM $52.4MTEAM 2REPS 2

Parkside Family Office LLC

AUM $52.4MTEAM 1REPS 1

Roosevelt Management Company LLC

New York, NY

AUM $52.4MTEAM 30REPS 6

Ameritrust Investment Advisors Inc

Tulsa, OK

AUM $52.4MTEAM 6REPS 7

Rogowski Wealth Management LLC

AUM $52.4MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,646 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,031 FIRMS

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