RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Colva Capital LLC

AUM $1.2MTEAM 1REPS 1

Girard Capital Management

Westborough, MA

AUM $1.2MTEAM 2REPS 2

Makarios Investments Inc

Sedona, AZ

AUM $1.2MTEAM 1REPS 3

Noon Investment Management LLC

AUM $1.2MTEAM 1REPS 1

Hatchet Financial, LLC

AUM $1.2MTEAM 1REPS 1

Jeske Asset Management, LLC

AUM $1.2MTEAM 1REPS 1

Momentum Financial Strategies, LLC

Stafford, TX

AUM $1.2MTEAM 1REPS 1

The Office of Heath O. Lauseng

Port Aransas, TX

AUM $1.2MTEAM 2REPS 0

The Dienekes Corporation

AUM $1.2MTEAM 1REPS 1

Kind Capital Wealth LLC

AUM $1.2MTEAM 1REPS 1

Hyperion Wealth Management LLC

New York, NY

AUM $1.2MTEAM 1REPS 1

Legs Financial

AUM $1.2MTEAM 1REPS 1

CIG Asset Management

Lansing, MI

AUM $1.2MTEAM 1REPS 3

Constant Cashflow, LLC

AUM $1.2MTEAM 1REPS 1

True Purpose Advisors, LLC

AUM $1.2MTEAM 1REPS 1

JI Financial Services, LLC

AUM $1.2MTEAM 1REPS 1

Johnson Capital Global Advisory L.L.C.

AUM $1.2MTEAM 1REPS 1

Oxford Capital

West Lafayette, IN

AUM $1.2MTEAM 1REPS 1

Winslow Asset Group, LLC

AUM $1.2MTEAM 1REPS 1

Elderkin Wealth Management LLC

AUM $1.2MTEAM 1REPS 1

Zik, LLC

AUM $1.2MTEAM 1REPS 1

TGF Assets

AUM $1.2MTEAM 2REPS 1

Nibley Financial LLC

Heber City, UT

AUM $1.2MTEAM 1REPS 1

Streamline Financial Strategies Ltd

Ada, OH

AUM $1.2MTEAM 3REPS 3

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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