RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Fht, LLC

AUM $40.7MTEAM 1REPS 1

Bighorn Financial

AUM $40.7MTEAM 1REPS 1

Mcneill Capital, LLC

Saratoga Springs, NY

AUM $40.6MTEAM 1REPS 1

O'Brien Capital Management, Inc.

Nyack, NY

AUM $40.6MTEAM 1REPS 1

IAM Financial

AUM $40.6MTEAM 1REPS 1

Tenacity Private Wealth

AUM $40.6MTEAM 2REPS 2

Tiburon Financial Advisors, Inc.

AUM $40.6MTEAM 2REPS 1

Green Tuatara Asset Management, LLC

Jackson, WY

AUM $40.6MTEAM 2REPS 2

Camerondowning, Inc.

Miami, FL

AUM $40.5MTEAM 4REPS 4

Harder Management Company, Inc.

AUM $40.5MTEAM 2REPS 1

Basicvalue Asset Management Inc.

New York, NY

AUM $40.5MTEAM 1REPS 1

Strategic Financial Inc.

West Fargo, ND

AUM $40.5MTEAM 1REPS 1

Hoffman Investment Services, LLC

AUM $40.5MTEAM 1REPS 1

Clear Fiduciary Consultants, LLC

AUM $40.5MTEAM 1REPS 1

Mathews Capital Management

Folsom, CA

AUM $40.5MTEAM 3REPS 1

II Technology, LLC

Austin, TX

AUM $40.5MTEAM 2REPS 2

Keymark Financial

Rolling Hills Estates, CA

AUM $40.5MTEAM 3REPS 1

CAF Investments LLC

Guaynabo, PR

AUM $40.5MTEAM 7REPS 6

Sentinel Wealth Strategies

Idaho Falls, ID

AUM $40.5MTEAM 1REPS 1

Well Spent Wealth Planning

AUM $40.5MTEAM 1REPS 1

Arcap Partners LLC

Plainview, NY

AUM $40.5MTEAM 3REPS 2

Netadvizor Wealth LLC

AUM $40.4MTEAM 3REPS 3

International Financial Planning LLC

AUM $40.4MTEAM 1REPS 1

Heisner Financial, LLC

Saint Louis, MO

AUM $40.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,409 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,034 FIRMS

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