RIAs: Under $100M AUM

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

CWR Capital Management LLC

AUM $3.6MTEAM 1REPS 1

Rockford Group Investment Advisor

Carmel, IN

AUM $3.6MTEAM 1REPS 1

Vihar Capital Management

AUM $3.6MTEAM 1REPS 1

Qurium Capital LLC

Chino Hills, CA

AUM $3.6MTEAM 1REPS 1

Ameribanc Corporation

AUM $3.6MTEAM 1REPS 1

Nabata Investment Group, LLC

AUM $3.6MTEAM 1REPS 2

Goodstead

AUM $3.6MTEAM 1REPS 1

Blue Rock Capital

AUM $3.6MTEAM 1REPS 1

Glenn Asset Management

AUM $3.6MTEAM 1REPS 1

Cultivate Financial

Fargo, ND

AUM $3.6MTEAM 1REPS 1

Marrone Wealth Management

AUM $3.6MTEAM 1REPS 1

Sheltered Garden Financial Group LLC

Boxborough, MA

AUM $3.6MTEAM 1REPS 1

Koplan & Associates

Chattanooga, TN

AUM $3.6MTEAM 2REPS 1

Barth Capital LLC

AUM $3.6MTEAM 1REPS 1

James W. Walker, P.A.

Naples, FL

AUM $3.6MTEAM 1REPS 1

Edman Global Investment Management LLC

AUM $3.6MTEAM 1REPS 1

Build Financial Advisors, LLC

AUM $3.6MTEAM 1REPS 2

Trusted Path Wealth Management, LLC

AUM $3.6MTEAM 1REPS 1

Motus Partners LLC

AUM $3.6MTEAM 1REPS 1

Adviso Wealth

Princeton, NJ

AUM $3.6MTEAM 1REPS 1

Night Sky Capital Management, LLC

Cleveland Heights, OH

AUM $3.6MTEAM 2REPS 3

HFP Investments

Columbia, MO

AUM $3.6MTEAM 1REPS 1

Hochstrat Investments LLC

AUM $3.5MTEAM 1REPS 1

Maplewood Wealth

AUM $3.5MTEAM 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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