RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Oak & Reed Capital Management, LLC

Brooklyn, NY

AUM $19MTEAM 2REPS 3

Wank & Liptzin Advisory Services LLC

Garden City, NY

AUM $19MTEAM 2REPS 2

Eudaimon Wealth Management

AUM $19MTEAM 1REPS 1

WIN Investing LLC

AUM $19MTEAM 1REPS 1

Chanakya Capital Partners Ifsc LLP

Gandhinagar Gujarat

AUM $19MTEAM 4REPS 5

Brunger Financial

AUM $19MTEAM 1REPS 1

Tribeca Investment Inc.

Chestnut Hill, MA

AUM $19MTEAM 1REPS 1

Lakeland Investor Services, Inc.

AUM $19MTEAM 1REPS 1

Hohensee Financial Services, Inc.

Dousman, WI

AUM $19MTEAM 2REPS 3

Neville Wealth Management

AUM $19MTEAM 1REPS 1

Myers Asset Management LLC

AUM $18.9MTEAM 1REPS 1

Noisy Creek Capital

AUM $18.9MTEAM 1REPS 1

Recker Financial LLC

Bay City, MI

AUM $18.9MTEAM 1REPS 1

Horizon Financial Advisors, LLC

West Hartford, CT

AUM $18.9MTEAM 1REPS 1

Arete Financial Solutions, LLC

Goodyear, AZ

AUM $18.9MTEAM 4REPS 3

Cubetech Capital, LLC

New Territories

AUM $18.9MTEAM 5REPS 1

Cogwheel Wealth Management, LLC

AUM $18.9MTEAM 1REPS 1

Paceline Wealth Management, LLC

AUM $18.9MTEAM 1REPS 1

Schwartz Investment Management Co

Dickinson, ND

AUM $18.9MTEAM 1REPS 1

Harmonic Investment Advisors

AUM $18.9MTEAM 1REPS 1

Evia Investment Advisors

AUM $18.9MTEAM 1REPS 1

Pro:Act Capital Management

AUM $18.9MTEAM 1REPS 1

Progeny Wealth Management LLC

Baton Rouge, LA

AUM $18.9MTEAM 2REPS 2

Brevity & Associates

AUM $18.9MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,827 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,036 FIRMS

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