RIAs: Under $100M AUM

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

Educated Financial Planning

AUM $6.6MTEAM 1REPS 1

Kun-Lun Development Corporation

AUM $6.6MTEAM 3REPS 3

Helm Investment

Fort Worth, TX

AUM $6.6MTEAM 1REPS 1

Acorn Asset Management LLC

Princeton, NJ

AUM $6.6MTEAM 1REPS 1

Kenobi Wealth

AUM $6.6MTEAM 1REPS 1

Financial Synergy, Inc.

AUM $6.6MTEAM 1REPS 1

CT Investment Management Co, LLC

New York, NY

AUM $6.6MTEAM 13REPS 6

Wayup Wealth Building Group

AUM $6.6MTEAM 1REPS 1

Ninety West Global Wealth

New Orleans, LA

AUM $6.6MTEAM 1REPS 1

EWM Advisory

Buffalo, NY

AUM $6.6MTEAM 1REPS 1

Isadore Retirement Group, LLC

Traverse City, MI

AUM $6.6MTEAM 1REPS 1

Mountain Goat Wealth Management LLC

AUM $6.6MTEAM 3REPS 3

Blue Jean Wealth Management

AUM $6.6MTEAM 1REPS 1

RRO Capital, LLC

AUM $6.6MTEAM 1REPS 1

Souther Capital Management L.L.C.

AUM $6.6MTEAM 1REPS 1

Vasquez Financial Consulting LLC

AUM $6.6MTEAM 1REPS 1

Investments Technology Inc

AUM $6.6MTEAM 2REPS 2

Summit Investments, Inc.

AUM $6.6MTEAM 1REPS 1

Enrique Villalobos & Associates

West Covina, CA

AUM $6.6MTEAM 1REPS 1

Heritage Advisory Services, Inc.

Malvern, PA

AUM $6.5MTEAM 1REPS 1

The Wealth Syndicate LLC

Silver Spring, MD

AUM $6.5MTEAM 1REPS 2

Wise Investment Management

AUM $6.5MREPS 2

Great Mountain Capital Management LLC

AUM $6.5MTEAM 1REPS 1

Brokaw Rice Investment Advisors, Incorporated

AUM $6.5MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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