RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Street Light Wealth Management, LLC

Dallas, TX

AUM $3.9MTEAM 1REPS 1

Pharos Capital Management, LLC

AUM $3.9MREPS 1

Nomad Financial

Knoxville, TN

AUM $3.9MTEAM 2REPS 2

Vedanta Sentinel Investment Advisors

Ann Arbor, MI

AUM $3.9MTEAM 1REPS 4

Integrous

AUM $3.9MTEAM 4REPS 1

Meta Investment Management Company LLC

Brooklyn, NY

AUM $3.9MTEAM 1REPS 1

One Financial Design, LLC

AUM $3.9MTEAM 1REPS 1

Weikart Advisory Services LLC

AUM $3.9MTEAM 1REPS 1

Cole Investment Advisors, Inc.

AUM $3.9MTEAM 1REPS 1

Fish Advisory, LLC

AUM $3.9MTEAM 1REPS 1

Copperlion Investments

AUM $3.8MTEAM 1REPS 1

Dream Lake Financial LLC

AUM $3.8MTEAM 1REPS 1

Aureus Capital

AUM $3.8MTEAM 1REPS 1

Significance Capital Management LLC

Milwaukee, WI

AUM $3.8MTEAM 2REPS 4

Legacy Wealth Advisors, Ltd.

Phoenix, AZ

AUM $3.8MTEAM 1REPS 1

Cambyses Financial Advisors

AUM $3.8MTEAM 1REPS 1

Curbstone Advisors LLC

Tenafly, NJ

AUM $3.8MTEAM 1REPS 1

Create, LLC

AUM $3.8MTEAM 1REPS 1

JMM Financial, LLC

AUM $3.8MTEAM 1REPS 1

Simplicifi, LLC

AUM $3.8MTEAM 1REPS 1

St. Michaels Asset Management

St Michaels, MD

AUM $3.8MTEAM 1REPS 1

Alba Financial LLC

Council Bluffs, IA

AUM $3.8MTEAM 1REPS 1

Parker Logan Advisors

AUM $3.8MREPS 1

Odinic Advisors LLC

AUM $3.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

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