RIAs: Under $100M AUM

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

Odyssey Investments, Corp.

Ocean City, MD

AUM $7.4MTEAM 2REPS 2

Fintelect Am, LLC

AUM $7.4MTEAM 1REPS 1

Private Client Services Group, LLC

AUM $7.4MTEAM 1REPS 1

Germana Capital LLC

Miami, FL

AUM $7.4MTEAM 2REPS 2

Access Softek Advisory Services

Naperville, IL

AUM $7.4MTEAM 4REPS 3

Patton Hall, LLC

AUM $7.4MTEAM 1REPS 1

NN Investment Advisory, LLC

AUM $7.4MTEAM 1REPS 1

Frank Finances LLC

AUM $7.4MTEAM 1REPS 1

Flexincome Fund

Westhampton, NY

AUM $7.4MTEAM 1REPS 2

Whale Shark Financial LLC

AUM $7.4MREPS 1

Centerpoint Financial Management LLC

Irvine, CA

AUM $7.4MTEAM 1REPS 1

Fullguards Financial

Santa Cruz, CA

AUM $7.4MTEAM 1REPS 1

John C. Foti, Dba Experient Portfolio Management

AUM $7.4MTEAM 1REPS 1

Abraham, Robert Ralph Jr

AUM $7.4MTEAM 1REPS 1

Grammatical Capital, LLC

AUM $7.4MTEAM 2REPS 2

Aumakua Capital Management LLC

AUM $7.4MTEAM 2REPS 2

Gompert Financial

AUM $7.4MTEAM 1REPS 1

Momentum Fintech LLC

Lisle, IL

AUM $7.3MTEAM 1REPS 1

Altimeter Wealth LLC

AUM $7.3MTEAM 1REPS 1

Coastal Equity Management, LLC

Pensacola, FL

AUM $7.3MTEAM 2REPS 5

Devkota Capital Advisors

AUM $7.3MTEAM 1REPS 1

Harmony Wealth

AUM $7.3MTEAM 1REPS 1

Henderson Asset Management, LLC

Oregon City, OR

AUM $7.3MTEAM 1REPS 1

Pillar Point Wealth Management LLC

AUM $7.3MTEAM 1REPS 1

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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