RIAs: Under $100M AUM

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

The Klausman Group

AUM $24.7MTEAM 1REPS 1

Macro Trend, LLC

AUM $24.7MTEAM 1REPS 1

Carolina Planning Group LLC

AUM $24.7MTEAM 1REPS 1

Modern Wealth LLC

AUM $24.7MTEAM 2REPS 2

Buwick Group Wealth Management, LLC

Norman, OK

AUM $24.7MTEAM 2REPS 2

CST Financial Advisory LLC

AUM $24.7MTEAM 1REPS 1

Durable Dividend Growth Strategies, L.P.

Kemah, TX

AUM $24.7MTEAM 3REPS 3

JHM Asset Management, LLC

AUM $24.7MTEAM 1REPS 1

Foundry Capital Management

AUM $24.7MTEAM 1REPS 1

AQS Management, LLC

Brooklynn, NY

AUM $24.7MTEAM 1REPS 1

Okemo Capital Management, LLC

Stow, MA

AUM $24.6MTEAM 1REPS 1

Purposeful Planning

Las Vegas, NV

AUM $24.6MTEAM 1REPS 1

Right Tail Capital LLC

AUM $24.6MTEAM 1REPS 1

Alesia Investment Management LLC

AUM $24.6MTEAM 1REPS 1

Saposh & Malter, Inc.

White Plains, NY

AUM $24.6MTEAM 2REPS 2

Santa Monica Wealth Management, LLC

AUM $24.6MTEAM 1REPS 1

Money Matters

Minnetonka, MN

AUM $24.6MTEAM 2REPS 4

Bull & Bear Advisors LLC

AUM $24.6MTEAM 4REPS 4

Outlier Financial Partners, LLC

San Angelo, TX

AUM $24.6MTEAM 3REPS 3

Fenger Financial, Pllc

Mesa, AZ

AUM $24.6MTEAM 1REPS 1

Buoyant Wealth

Ambler, PA

AUM $24.6MTEAM 1REPS 1

Carey Investment Solutions LLC

Philadelphia, PA

AUM $24.5MTEAM 1REPS 1

Peterkin Financial, LLC

AUM $24.5MTEAM 1REPS 1

Southland Investments

Huntington Beach, CA

AUM $24.5MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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