RIAs: Under $100M AUM

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

Kalo Capital Management, LLC

San Diego, CA

AUM $5.8MTEAM 2REPS 1

Kodiak Capital Advisors LLC

AUM $5.8MTEAM 2REPS 3

FED Advisors, Inc

Henderson, NV

AUM $5.8MTEAM 1REPS 1

Silver Tiger Advisors

AUM $5.8MTEAM 2REPS 2

Techview Wealth Advisors LLC

AUM $5.8MTEAM 2REPS 2

Orcus Investment Advisors, LLC

AUM $5.8MTEAM 1REPS 1

Del Gallo Financial Services, LLC

AUM $5.8MTEAM 1REPS 1

Sauberan & Company, LLC

Lockport, NY

AUM $5.8MTEAM 1REPS 1

Moneyfull

AUM $5.8MTEAM 1REPS 1

Secondwind Asset Management LLC

AUM $5.8MTEAM 1REPS 1

Tilatti Wealth Management LLC

AUM $5.8MTEAM 1REPS 1

Family Life Financial Planning

Mentor, OH

AUM $5.8MTEAM 1REPS 1

Six Sigma Wealth Advisors, LLC

Scottsdale, AZ

AUM $5.8MREPS 1

Adaptive Asset Management

AUM $5.8MTEAM 1REPS 1

IQ Retirement Portfolios LLC

St Petersburg, FL

AUM $5.8MTEAM 1REPS 1

Oakley Capital Group

AUM $5.8MTEAM 1REPS 1

Perimeter Investments

AUM $5.8MTEAM 1REPS 1

Sealex Advisory, LLC

AUM $5.8MTEAM 1REPS 1

Garrett Capital Investment Management

AUM $5.8MTEAM 2REPS 2

Sachi Financial Planning

AUM $5.8MTEAM 2REPS 2

Nelson Financial Services

AUM $5.8MTEAM 1REPS 1

Cynosure Portfolio Advisors LLC

Salt Lake City , UT

AUM $5.8MTEAM 7REPS 9

Ollie Grant Private Wealth

Evansville, IN

AUM $5.8MTEAM 4REPS 4

Freedom Day Wealth Management LLC

Cedar Park, TX

AUM $5.8MTEAM 2REPS 1

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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