RIAs: Under $100M AUM

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

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

Orchard Wealth & Legacy Management LLC

AUM $2.6MTEAM 1REPS 1

Horizon Capital Management, Inc.

AUM $2.6MTEAM 1REPS 1

Investamily, LLC

AUM $2.6MTEAM 2REPS 2

Rational Capital Advisors LLC

Ambler, PA

AUM $2.6MTEAM 2REPS 2

Conroy Capital LLC

AUM $2.6MTEAM 1REPS 1

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

Empower Financial Advisors, LLC

AUM $2.6MTEAM 1REPS 1

Namsoft Advisors, LLC

AUM $2.6MTEAM 1REPS 2

Metcalf Investment Management, LLC

Atlanta, GA

AUM $2.6MTEAM 1REPS 1

RWC Wealth Management, Inc.

Montgomery, AL

AUM $2.6MTEAM 1REPS 1

Empire Wealth Management, LLC

AUM $2.6MTEAM 1REPS 1

Long Advisors LLC

AUM $2.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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