RIAs: Under $100M AUM

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

Proyash Capital Management

AUM $2.5MTEAM 2REPS 1

Stillwater Investments

AUM $2.5MTEAM 1REPS 1

Edmd Financial Strategies, LLC

San Ramon, CA

AUM $2.5MTEAM 1REPS 1

Michael Fulcher, Cpa

AUM $2.5MTEAM 1REPS 1

Penserra Wealth Management

Orinda, CA

AUM $2.5MTEAM 2REPS 7

GET Rich Slowly LLC

AUM $2.5MTEAM 1REPS 1

Life Stage Investing, LLC

AUM $2.5MTEAM 1REPS 1

Idylian Capital

Mcallen, TX

AUM $2.5MTEAM 2REPS 2

The Jones Stewardship Group, LLC

Elk Grove, CA

AUM $2.5MTEAM 1REPS 1

Worth Charting LLC

New York, NY

AUM $2.5MTEAM 2REPS 3

Flatlands Wealth LLC

Oklahoma City, OK

AUM $2.5MTEAM 1REPS 1

Dorgeolis Capital LLC

Crestview, FL

AUM $2.5MTEAM 1REPS 1

Glass Capital Management LLC

AUM $2.5MTEAM 1REPS 1

JAY Blue Capital

AUM $2.5MTEAM 1REPS 1

Black Mammoth LLC

AUM $2.5MTEAM 1REPS 1

Eliason Wealth Management LLC

Centennial, CO

AUM $2.5MTEAM 1REPS 1

Francis Wealth Solutions, LLC

AUM $2.5MTEAM 1REPS 1

Grenadilla Advisory LLC

AUM $2.5MTEAM 1REPS 1

Socal Planners, Inc

Valencia, CA

AUM $2.5MTEAM 1REPS 1

Dougherty Financial Planning, LLC

Tallahassee, FL

AUM $2.5MTEAM 1REPS 1

East River Capital Management LLC

Pittsfield, MA

AUM $2.5MTEAM 1REPS 1

Charitable Foundation Services LLC

AUM $2.5MTEAM 1REPS 1

Valiance Group

AUM $2.5MTEAM 1REPS 1

Laguna Investment Services

AUM $2.5MTEAM 1REPS 1

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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