RIAs: Under $100M AUM

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

Legacy Wealth Management

Charlotte, NC

AUM $818KTEAM 1REPS 1

RF Capital Management

Arcadia, CA

AUM $816KTEAM 1REPS 1

The Tilted Funds Group, LLC

Cupertino, CA

AUM $811KTEAM 1REPS 2

Ransome Asset Management

AUM $810KTEAM 1REPS 1

Lake Highlands Capital Management

Dallas, TX

AUM $810KTEAM 1REPS 1

Tusker Wealth Management, LLC

AUM $810KTEAM 1REPS 1

19:21 Investing

AUM $810KTEAM 1REPS 1

Taylor Financial Consulting

Lantana, TX

AUM $807KTEAM 1REPS 1

OLA Invierte, LLC

AUM $804KTEAM 1REPS 1

Leonard JR., Gary A.

AUM $800KTEAM 1REPS 1

Sonoran Capital Management LLC

AUM $800KTEAM 1REPS 1

Taylor & Taylor Financial Services

AUM $800KTEAM 1REPS 1

BTG Capital

AUM $800KTEAM 1REPS 1

Stewardship Edge Capital, LLC

Morrow, GA

AUM $800KTEAM 1REPS 1

Brookside Capital Group LLC

AUM $800KTEAM 1REPS 1

P. G. Earl Investment Advisers, L.L.C.

Atlanta, GA

AUM $800KTEAM 1REPS 6

Scout

AUM $798KTEAM 12REPS 2

Old Forge Advisors

AUM $794KTEAM 1REPS 1

Caldric Capital

AUM $793KTEAM 1REPS 1

Finances for Life, LLC

Carlsbad, CA

AUM $793KTEAM 1REPS 1

Hayk Capital

AUM $792KTEAM 1REPS 1

Salt Marsh Investments, LLC

AUM $790KTEAM 1REPS 2

Stewards Asset Management

Fort Lee, NJ

AUM $789KTEAM 1REPS 1

Loop Investment Advisors LLC

Chicago, IL

AUM $788KTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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