RIAs: Under $100M AUM

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

DSA Asset Management, LLC

AUM $7MTEAM 1REPS 1

Cgaa

Hauppauge, NY

AUM $7MTEAM 1REPS 1

Hornsby Asset Management, LLC

AUM $7MTEAM 1REPS 1

MBS Mantra, LLC

AUM $7MTEAM 1REPS 1

Advocate Wealth Solutions

Dublin, OH

AUM $7MTEAM 3REPS 1

Baker & Company Advisory Group Inc

Decatur, IL

AUM $7MTEAM 1REPS 1

Premier Investment Management, LLC

AUM $7MTEAM 1REPS 1

Lyon Capital Strategies

AUM $7MTEAM 2REPS 2

Charybdis Investments International

High Falls, NY

AUM $7MTEAM 1REPS 1

Stephanie E. Doyle Investment Management

AUM $7MTEAM 1REPS 1

Strategic Finance & Management, LLC

AUM $7MTEAM 1REPS 1

Brigham Jr, William H

Mobile, AL

AUM $7MTEAM 1REPS 1

Bradley Wealth Group, LLC

AUM $7MTEAM 1REPS 1

Eagle Tax Planning & Advisory GrouP.LLC

Ozone Park, NY

AUM $7MTEAM 1REPS 1

Spotlight Investment LLC

AUM $7MTEAM 1REPS 1

OH Cap Asset Management

AUM $7MTEAM 1REPS 1

LLG Wealth Management

Diamond Bar, CA

AUM $7MTEAM 1REPS 1

One Under Wealth Management, LLC

AUM $6.9MTEAM 1REPS 1

Value Rotation Strategies LLC

Los Angeles, CA

AUM $6.9MTEAM 1REPS 2

Solomon Investment Group, Inc.

AUM $6.9MTEAM 1REPS 1

Noble Advisors, LLC

Dallas, TX

AUM $6.9MTEAM 1REPS 1

Legion Private Wealth Management

Ellensburg, WA

AUM $6.9MTEAM 2REPS 3

80 West Asset Management, LLC

AUM $6.9MTEAM 1REPS 1

Hypatia Capital Management LLC

New York, NY

AUM $6.9MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,655 FIRMS $500M – $1BReported AUM2,396 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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