RIAs: Under $100M AUM

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

J. Lyons Fund Management, Inc.

AUM $5.1MTEAM 2REPS 3

Deasil Wealth Management LLC

AUM $5.1MTEAM 1REPS 1

Heron Equity Management, LLC

Indialantic, FL

AUM $5.1MTEAM 2REPS 2

GRB Capital Management LLC

Dallas, TX

AUM $5.1MTEAM 1REPS 1

Rock Canyon Capital Management

AUM $5.1MTEAM 1REPS 2

Strive Investment Management, LLC

AUM $5.1MTEAM 1REPS 1

Black Bishop Financial Group, LLC

AUM $5.1MTEAM 1REPS 1

Greenberg Financial Group

Boynton Beach, FL

AUM $5.1MTEAM 1REPS 1

BEE Financial Partners Wealth, LLC

Houston, TX

AUM $5.1MTEAM 2REPS 2

Dba, Cornerstone Investment Counsel

AUM $5.1MTEAM 1REPS 1

Chlebina Capital

Akron, OH

AUM $5.1MTEAM 3REPS 3

Stonewealth Advisors, LLC

Coral Gables, FL

AUM $5.1MTEAM 2REPS 2

Mende Financial Council, Inc.

AUM $5.1MTEAM 1REPS 1

Pillar Point Wealth Management LLC

AUM $5.1MTEAM 1REPS 1

Think818, LLC

AUM $5.1MTEAM 1REPS 1

New Perspective Wealth Management

AUM $5.1MTEAM 1REPS 1

Just Advisors

AUM $5MTEAM 1REPS 1

Engineering Financial Independence, Inc.

AUM $5MTEAM 1REPS 2

DFW Wealthcare Advisors, LLC

AUM $5MTEAM 1REPS 1

Studioi, LLC

AUM $5MTEAM 1REPS 1

Turner Financial

Omaha, NE

AUM $5MTEAM 1REPS 1

Akkadian Wealth LLC

Scottsdale, AZ

AUM $5MTEAM 1REPS 1

Wealth Beyond Math

Austin, TX

AUM $5MTEAM 1REPS 1

Tines Capital, LLC

AUM $5MTEAM 3REPS 3

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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