RIAs: Under $100M AUM

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

Global Wealth Harbor

AUM $5.2MTEAM 1REPS 1

CWS Asset Management

AUM $5.2MTEAM 1REPS 1

Poulos, Ernest, D.

AUM $5.2MTEAM 1REPS 1

BPD Wealth Management LLC

AUM $5.2MTEAM 1REPS 1

James C Wangerin, Cpa/Pfs

Deer Lodge, MT

AUM $5.2MTEAM 1REPS 1

Mason Wealth Strategies

AUM $5.2MTEAM 1REPS 1

Ogden Asset Management, LLC

AUM $5.1MTEAM 1REPS 1

TCG Strategic Income Advisor LLC

West Palm Beach, FL

AUM $5.1MTEAM 29REPS 5

Enduring Investments LLC

AUM $5.1MTEAM 1REPS 3

Martin Capital Management

AUM $5.1MTEAM 1REPS 1

Cornerstone Asset Management, LLC

AUM $5.1MTEAM 1REPS 1

Eisrc

AUM $5.1MTEAM 1REPS 1

1035 Capital Management LLC

AUM $5.1MTEAM 1REPS 1

Kisin Wealth Management LLC

AUM $5.1MTEAM 1REPS 1

Cove Fort Capital, LLC

American Fork, UT

AUM $5.1MTEAM 2REPS 2

Jasi Financial, Inc.

Grapevine, TX

AUM $5.1MTEAM 1REPS 2

Mission Retirement Consulting, Inc.

AUM $5.1MTEAM 1REPS 1

DV Kill Advisory Services, LLC

Marquette, MI

AUM $5.1MTEAM 1REPS 1

Fitbux Ria LLC

AUM $5.1MTEAM 1REPS 1

2k Capital L.L.C.

AUM $5.1MTEAM 1REPS 1

Equity Financial Management

AUM $5.1MTEAM 1REPS 1

Fry's Path Capital, LLC

Charlottesville, VA

AUM $5.1MTEAM 3REPS 2

J. Lyons Fund Management, Inc.

AUM $5.1MTEAM 2REPS 3

Strategic Asset Management

Federal Way, WA

AUM $5.1MTEAM 1REPS 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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