RIAs: Under $100M AUM

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

3rd Level Wealth

Hutchinson, KS

AUM $2MTEAM 1REPS 1

True Vine Investments

AUM $2MTEAM 1REPS 1

Time Investments, LLC

AUM $2MTEAM 1REPS 1

Northstar Strategic Investments Inc

Ormond Beach, FL

AUM $2MTEAM 1REPS 1

Cereli Inc.

AUM $2MTEAM 1REPS 1

Filon Capital

Coral Gables, FL

AUM $2MTEAM 2REPS 2

Tusker Capital, LLC

Manhattan Beach, CA

AUM $2MTEAM 1REPS 1

Carpe Diem Financial Life Planning

AUM $2MTEAM 1REPS 1

Flipwithlou&Kip LLC

AUM $2MTEAM 2REPS 1

Legacy Capital Partners LLC

Birmingham, AL

AUM $2MTEAM 1REPS 1

Noble Advisory Group LLC

Waco, TX

AUM $2MTEAM 1REPS 1

Moor Funds

New York, NY

AUM $2MTEAM 2REPS 3

MAI Capital Advisor

Rehoboth Beach, DE

AUM $2MTEAM 1REPS 1

Sabadoodle

AUM $2MTEAM 1REPS 1

Axon Capital Management

AUM $2MTEAM 1REPS 1

Tadpole Investments LLC

AUM $2MTEAM 1REPS 1

Trendhaven Investment Management, LLC

AUM $2MTEAM 1REPS 1

Guiding Financial, LLC

Influx Capital Management

AUM $2MTEAM 1REPS 1

Decision Tree Advisor

AUM $2MTEAM 1REPS 1

Northpoint Wealth Financial Services, LLC

AUM $2MTEAM 1REPS 1

Lamplighter Capital Management

AUM $2MTEAM 1REPS 1

Brian Sly And Company

AUM $2MTEAM 1REPS 1

Gbks LLC

AUM $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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