RIAs: Under $100M AUM

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

Valor Investment Management

AUM $7.6MTEAM 1REPS 1

Lynch Financial Group

Denver, CO

AUM $7.6MTEAM 2REPS 2

Ravello Partners LLC

Sag Harbor, NY

AUM $7.6MTEAM 1REPS 1

KV Financial Advice LLC

AUM $7.6MTEAM 1REPS 1

Haven Financial Partners LLC

Virginia Beach, VA

AUM $7.6MTEAM 1REPS 1

Finacura Advisory LLC

Cumming, GA

AUM $7.6MTEAM 1REPS 1

Analogous Investment Management Limited Liability Company

AUM $7.5MTEAM 1REPS 1

Innovative Wealth Management

AUM $7.5MTEAM 4REPS 4

Sentry Capital Management, LLC

AUM $7.5MTEAM 1REPS 1

Fulcrum Wealth Systems, LLC

AUM $7.5MTEAM 1REPS 1

Global Steward Advisors, LLC

Leola, PA

AUM $7.5MTEAM 1REPS 1

JS Wealth Investment Group

AUM $7.5MTEAM 1REPS 1

Diversified Consumer Planning

AUM $7.5MTEAM 1REPS 1

Austin Creek Capital, LLC

Mill Valley, CA

AUM $7.5MTEAM 1REPS 1

Tabar Gaul LLC

AUM $7.5MTEAM 1REPS 2

Grand Street Wealth Management, LLC

AUM $7.5MTEAM 1REPS 1

Kanakaris and Associates

Woodstock, GA

AUM $7.5MTEAM 2REPS 2

Cognition Financial LLC

AUM $7.5MTEAM 1REPS 1

CTG Wealth Management LLC

AUM $7.5MTEAM 1REPS 1

Analytical Investment Services

La Crosse, WI

AUM $7.5MTEAM 1REPS 1

3cm Capital Management, LLC

AUM $7.5MTEAM 2REPS 1

Liberty Solutions Advisors

San Diego, CA

AUM $7.5MREPS 2

Csla Financial Inc

AUM $7.5MTEAM 1REPS 1

Zulu Dreams Capital LLC

AUM $7.5MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,822 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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