RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Wintrice Money Advisors, LLC

AUM $2.6MTEAM 1REPS 1

American Expats in Europe Ltd.

AUM $2.6MTEAM 3REPS 2

Aeon Capital Partners, LLC

AUM $2.6MTEAM 1REPS 1

Group U, LLC

Coral Gables, FL

AUM $2.6MTEAM 1REPS 1

Wealth Rabbit

Rock Hill, SC

AUM $2.6MTEAM 3REPS 4

Winyah Financial Services, LLC

AUM $2.6MTEAM 1REPS 1

Silver Thread Investments

AUM $2.6MTEAM 1REPS 1

Overshare

AUM $2.6MTEAM 2REPS 2

Greystone Capital Management

AUM $2.6MTEAM 1REPS 1

Adriatic Wealth Management LLC

Norwalk, CT

AUM $2.6MTEAM 1REPS 1

Kpoint Capital LLC

Manhasset, NY

AUM $2.6MTEAM 1REPS 1

MB Blue Gp LLC

Santa Monica, CA

AUM $2.6MTEAM 1REPS 2

AGF Advisors

AUM $2.6MTEAM 1REPS 1

Scott Value Investing

AUM $2.6MTEAM 1REPS 1

Horizon Capital Management, Inc.

AUM $2.6MTEAM 1REPS 1

Orchard Wealth & Legacy Management LLC

AUM $2.6MTEAM 1REPS 1

Conroy Capital LLC

AUM $2.6MTEAM 1REPS 1

Investamily, LLC

AUM $2.6MTEAM 2REPS 2

Rational Capital Advisors LLC

Ambler, PA

AUM $2.6MTEAM 2REPS 2

Sdmi Insurance and Financial Services

El Dorado Hills, CA

AUM $2.6MTEAM 1REPS 1

Southern Wealth Builders

AUM $2.6MTEAM 1REPS 1

SG Financial Group, LLC

AUM $2.6MTEAM 1REPS 1

CJ Perry Financial

AUM $2.6MTEAM 1REPS 1

Holland Strategic Wealth Advisors LLC

La Jolla, CA

AUM $2.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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