RIAs: Under $100M AUM

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

Progress Alliance Investment Services

AUM $1.1MTEAM 1REPS 2

BMR Global Wealth Management Group, Inc.

Melbourne, FL

AUM $1.1MTEAM 1REPS 1

Emerald Haven Investments Corp

AUM $1.1MTEAM 1REPS 1

Envisage

Geneva

AUM $1MTEAM 9REPS 4

Liberty Street Capital, LLC

AUM $1MTEAM 2REPS 1

East Bay Equities LLC

AUM $1MTEAM 1REPS 1

OT Advisors LLC

Boca Raton, FL

AUM $1MTEAM 2REPS 3

Wrought Iron Financial LLC

Canal Fulton, OH

AUM $1MTEAM 1REPS 1

Bateman Capital Management, Inc.

Leavenworth, KS

AUM $1MTEAM 1REPS 1

Luna Partners

AUM $1MTEAM 2REPS 2

Envisionx Capital, LLC

AUM $1MTEAM 1REPS 1

Ghost Strategies LLC

AUM $1MTEAM 1REPS 1

Master Structured Alternative Asset Related Strategies, LLC

AUM $1MTEAM 1REPS 1

JIM Earl Financial

Warren, OH

AUM $1MTEAM 1REPS 1

Tetra Wealth Management

AUM $1MTEAM 1REPS 1

Quarton Capital Partners

Birmingham, MI

AUM $1MTEAM 3REPS 4

Contrafactum Research & Management LLC

AUM $1MTEAM 1REPS 1

Venado Investment Advisors LLC

Westlake Village, CA

AUM $1MTEAM 2REPS 1

Culture Capital Partners, LLC

AUM $1MTEAM 1REPS 1

Monies Wealth LLC

Austin, TX

AUM $1MTEAM 1REPS 1

Onyx Wealth Management LLC

AUM $1MTEAM 1REPS 1

The Financial T

AUM $1MTEAM 1REPS 1

Nautica Asset Management LLC

Canton, MI

AUM $1MTEAM 2REPS 2

Wahdy Capital

San Francisco, CA

AUM $1MTEAM 1REPS 1

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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