RIAs: Under $100M AUM

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

Harbor Horizon Financial, LLC

AUM $2.2MTEAM 1REPS 1

Shipwright Advisors

Burlington, VT

AUM $2.2MTEAM 1REPS 1

KRM Advisory Services

AUM $2.2MTEAM 1REPS 1

Encompass Financial Services

San Diego, CA

AUM $2.2MTEAM 1REPS 1

Falcon Royal Investment Management

AUM $2.2MTEAM 1REPS 1

Rational Frontier Advisors, LLC

AUM $2.2MTEAM 1REPS 1

NED Davis Research, Inc.

Sarasota, FL

AUM $2.2MTEAM 68REPS 20

Franson Financial LLC

Hayward, WI

AUM $2.2MTEAM 2REPS 2

Strait Direction Wealth Management

Lyndhurst, OH

AUM $2.2MTEAM 1REPS 1

Jcm3 Asset Management, LLC

AUM $2.2MTEAM 1REPS 1

Fifth Point Advisors LLC

AUM $2.2MTEAM 1REPS 1

Chez Shea LLC

AUM $2.2MTEAM 1REPS 1

K2 Wealth Management

AUM $2.2MTEAM 1REPS 1

Lamont Trading Advisors, Inc.

Huntsville, AL

AUM $2.2MTEAM 1REPS 1

Bulldog Financial Planning LLC

AUM $2.2MTEAM 1REPS 1

Joseph M. Larsen, C.P.A., P.C.

Provo, UT

AUM $2.2MTEAM 1REPS 2

Sila Value Advisors, LLC

Manhattan Beach, CA

AUM $2.2MTEAM 1REPS 1

The Tides Group

La Jolla, CA

AUM $2.2MTEAM 1REPS 1

Sunshine Kapital

AUM $2.2MTEAM 1REPS 1

KFI Advisors

AUM $2.2MTEAM 1REPS 1

Clifton Myers Financial Advisory

Round Rock, TX

AUM $2.2MTEAM 1REPS 1

GB Investments LLC

AUM $2.2MTEAM 1REPS 1

Harmony Capital Advisors, LLC

AUM $2.2MTEAM 2REPS 1

Gould Tactical Growth LLC

AUM $2.2MTEAM 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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