RIAs: Under $100M AUM

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

George Edward Russell Dba Russell And Company

AUM $4.5MTEAM 1REPS 1

Hearth Capital Management

AUM $4.5MREPS 1

Lighthouse Wealth Management, LLC

Bronx, NY

AUM $4.5MTEAM 1REPS 1

P2, LLC

AUM $4.5MTEAM 1REPS 2

Tourmaline Capital Management LLC

AUM $4.5MTEAM 1REPS 1

Prospero Financial Planning, LLC

Noblesville, IN

AUM $4.5MTEAM 1REPS 1

Foundational Financial Advisors, LLC

AUM $4.5MTEAM 1REPS 1

H & S Financial Advisors Inc.

AUM $4.5MTEAM 1REPS 1

Kensington Wealth Management, LLC

Brooklynn, NY

AUM $4.5MTEAM 4REPS 3

Financial Journey LLC

AUM $4.5MTEAM 1REPS 1

JM Tax & Financial LLC

AUM $4.5MTEAM 1REPS 1

J.M. Goldberg Wealth Management LLC

AUM $4.5MTEAM 1REPS 1

Delphi Value Investments, LLC

AUM $4.5MTEAM 1REPS 1

Tetrant Financial

Gilbert, AZ

AUM $4.5MTEAM 1REPS 1

Equip Financial Partners

AUM $4.5MTEAM 1REPS 1

Main Street Financial Advisors

AUM $4.5MTEAM 1REPS 1

Berilium

Lake Forest, CA

AUM $4.5MTEAM 2REPS 2

Sikes Financial Services, LLC

Boca Raton, FL

AUM $4.5MTEAM 1REPS 1

Jean Pierre Masse

Venice, FL

AUM $4.5MTEAM 1REPS 1

Momentum Investment Management, LLC

AUM $4.5MTEAM 1REPS 1

Cystein

AUM $4.5MTEAM 2REPS 2

Dean Bennett Advisory Services Inc.

Roseville, CA

AUM $4.5MTEAM 2REPS 2

Borger Capital Management LLC

Wausau, WI

AUM $4.5MTEAM 3REPS 3

Olma Advisors

Los Gatos, CA

AUM $4.4MTEAM 1REPS 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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