RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Stonehurst Capital Management, LLC

AUM $8.9MTEAM 1REPS 1

Elevate Financial

AUM $8.9MTEAM 1REPS 1

Life Story Financial

AUM $8.9MTEAM 1REPS 1

HSP Capital, LLC

AUM $8.9MTEAM 1REPS 1

Grand Street Capital Management, L.L.C.

Winston Salem, NC

AUM $8.9MTEAM 1REPS 2

XY Investments

Hong Kong

AUM $8.9MTEAM 3REPS 1

Integral Financial Planners

AUM $8.9MTEAM 1REPS 1

Mcdevitt & Bird Investment Management Co

AUM $8.9MTEAM 1REPS 2

Palmerton Financial Services, LLC

AUM $8.9MTEAM 1REPS 1

RLR Capital Management, Inc.

New Canaan, CT

AUM $8.9MTEAM 1REPS 1

Coleman River Capital LLC

AUM $8.9MTEAM 1REPS 1

Blue Monarch Financial Inc.

Greenville, TX

AUM $8.9MTEAM 3REPS 3

Flores Bayne LLC

AUM $8.9MTEAM 1REPS 1

Alton Point Advisors, LLC

AUM $8.8MTEAM 1REPS 1

Gargas Investments LLC

Van Buren, MO

AUM $8.8MTEAM 1REPS 1

Myrmidon Private Capital

AUM $8.8MTEAM 1REPS 1

Grey Private Capital

Charlotte, NC

AUM $8.8MTEAM 1REPS 1

Beacon Rock Wealth Advisors

Camas, WA

AUM $8.8MTEAM 1REPS 1

Mrwm Capital Management, LLC

Nashville, TN

AUM $8.8MTEAM 2REPS 3

Make The Memory Financial Planning

AUM $8.8MTEAM 2REPS 2

Reliant Capital Management, LLC

AUM $8.8MTEAM 1REPS 1

Alva Capital Management, LLC

AUM $8.8MTEAM 2REPS 0

Greene & Company Financial Services LLC

AUM $8.8MTEAM 1REPS 1

Stone Wall Money Management LLC

Shelton, CT

AUM $8.8MTEAM 6REPS 6

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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