RIAs: Under $100M AUM

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

Brucker Wealth

AUM $6.9MTEAM 1REPS 1

Inspire Capital Management LLC

AUM $6.9MTEAM 1REPS 1

Tammy Goodman Financial, LLC

AUM $6.9MTEAM 1REPS 1

Kingfisher Capital Management LLC

AUM $6.8MTEAM 1REPS 1

Shepherd Advisor

AUM $6.8MTEAM 1REPS 1

Bonsai Financial

AUM $6.8MTEAM 2REPS 2

HK Funds

AUM $6.8MTEAM 2REPS 2

Pocket Project

AUM $6.8MTEAM 1REPS 1

Gaines Capital Management

Atlanta, GA

AUM $6.8MTEAM 1REPS 1

Emerging Oaks Capital LLC

Lakeway, TX

AUM $6.8MTEAM 1REPS 2

Balcony Partners, LLC

East Hampton, NY

AUM $6.8MTEAM 2REPS 2

Retirement Solutions

AUM $6.8MTEAM 1REPS 1

Delta Capital Management, Inc.

Dublin, OH

AUM $6.8MTEAM 2REPS 2

Noble Investors LLC

Fredericksburg, TX

AUM $6.8MTEAM 1REPS 1

Axxes Advisors I LLC

Coral Gables, FL

AUM $6.8MTEAM 10REPS 4

Luna Investment Services Inc.

AUM $6.8MTEAM 1REPS 1

Trust Alliance Wealth Partners LLC

AUM $6.8MTEAM 1REPS 1

CGI Investment Advisers LLC

Altamonte Spirngs, FL

AUM $6.8MTEAM 1REPS 1

Dentist Exit Planning

Des Moines, IA

AUM $6.8MTEAM 1REPS 1

Sherman Financial & Wealth Management

Daniel Island, SC

AUM $6.8MTEAM 1REPS 1

Balfour Capital Management

AUM $6.8MTEAM 1REPS 1

Keel Capital Ab

Stockholm

AUM $6.8MTEAM 3REPS 2

Freedom Formula Wealth Management

AUM $6.8MTEAM 2REPS 2

FIT Financial Consulting LLC

AUM $6.8MTEAM 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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