RIAs: Under $100M AUM

12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Donald Felty, LLC

AUM $10.7MTEAM 2REPS 2

Clark Planning & Investment Advisory

Birmingham, AL

AUM $10.7MTEAM 2REPS 2

T.I.P.S. 4 Reps

AUM $10.7MTEAM 3REPS 1

Highland Mb Wealth LLC

Torrance, CA

AUM $10.7MTEAM 1REPS 1

Disciplined Financial Services, Inc.

AUM $10.7MTEAM 1REPS 1

Gravity Capital Partners, LLC

AUM $10.6MTEAM 4REPS 1

Zrcor Inc.

AUM $10.6MTEAM 1REPS 1

ZIA Capital Investments LLC

Albuquerque, NM

AUM $10.6MTEAM 3REPS 1

Income Management Company

AUM $10.6MTEAM 1REPS 1

Mccullough Wealth Management LLC

Van Alstyne, TX

AUM $10.6MTEAM 1REPS 1

9d Capital LLC

New York, NY

AUM $10.6MTEAM 3REPS 3

Goldsborough Capital Management, LLC

Gaithersburg, MD

AUM $10.6MTEAM 1REPS 1

JSK Capital Advisors, LLC

Waltham, MA

AUM $10.6MTEAM 1REPS 1

Pledge Capital LLC

AUM $10.6MTEAM 1REPS 1

Motiwala Capital

AUM $10.6MTEAM 1REPS 1

Manor Park Capital LLC

AUM $10.6MTEAM 1REPS 1

JT Wealth Management

AUM $10.6MTEAM 1REPS 1

Integrated Financial Coaching and Planning

AUM $10.6MTEAM 1REPS 1

Bryn Mawr Wealth Management LLC

AUM $10.6MTEAM 1REPS 1

In the Game Wealth Management

North Kansas City, MO

AUM $10.6MTEAM 1REPS 1

Alliance Wealth Management, LLC

AUM $10.6MTEAM 1REPS 1

Lafargue Financial Group, Inc.

AUM $10.6MTEAM 2REPS 2

Eddy Company, LLC

AUM $10.6MTEAM 1REPS 1

Kolash Wealth Strategies, LLC

Appleton, WI

AUM $10.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,236 FIRMS Over $5BReported AUM2,032 FIRMS

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