RIAs: Under $100M AUM

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

Total Assets Management, Inc.

Lake Oswego, OR

AUM $1.3MTEAM 2REPS 2

Best Case Financial

Greencastle, IN

AUM $1.3MTEAM 1REPS 1

Clark Lewis

Oak Park, IL

AUM $1.3MTEAM 1REPS 1

Mastodon Capital Management, LLC

AUM $1.3MTEAM 1REPS 1

Wealth Iq

AUM $1.3MTEAM 1REPS 1

Baird Venture Partners Management Company III, LLC

Milwaukee, WI

AUM $1.3MTEAM 14REPS 6

Halieus Investment Advisors

Broadway, VA

AUM $1.3MTEAM 1REPS 1

Jaston Capital, LLC

AUM $1.3MTEAM 1REPS 1

Kellam Insurance and Financial Services LLC

AUM $1.3MTEAM 1REPS 1

Corcovado Investment Advisors, LLC

AUM $1.3MTEAM 1REPS 1

Avertrust Wealth LLC

AUM $1.3MTEAM 1REPS 1

Atip, Inc

AUM $1.3MTEAM 1REPS 1

Dominion Capital Management, LLC

Clinton, OK

AUM $1.3MTEAM 2REPS 1

Mountaintop Wealth

AUM $1.3MTEAM 1REPS 1

Ebbert Asset Management, LP

Knoxville, TN

AUM $1.3MTEAM 1REPS 1

Create My Wealth LLC

AUM $1.3MTEAM 1REPS 1

DNA Financial

Las Vegas, NV

AUM $1.3MTEAM 2REPS 1

Enso Financial

AUM $1.3MTEAM 1REPS 1

OIA Ltd

AUM $1.3MTEAM 1REPS 1

Huayu Tsu Investment Management

AUM $1.3MTEAM 1REPS 1

Square Peg Financial Advisory Services, LLC

AUM $1.3MTEAM 1REPS 1

Orchid Wealth Management

AUM $1.3MTEAM 1REPS 1

Peter Dag & Associates, Inc.

AUM $1.3MTEAM 1REPS 1

Truetide Wealth

AUM $1.3MTEAM 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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