RIAs: Under $100M AUM

12,932 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Koury Capital Management, LLC

AUM $52MTEAM 1REPS 1

Retiresmart Consulting, LLC

Princeton, NJ

AUM $52MTEAM 1REPS 1

Integrity First Planners, Inc.

AUM $52MTEAM 1REPS 1

Briggs Financial Inc.

AUM $52MTEAM 2REPS 2

Seen Consulting LLC

AUM $52MTEAM 1REPS 1

Nintai Investments LLC

AUM $52MTEAM 1REPS 1

TRE Api Wealth Management, LLC

AUM $52MTEAM 1REPS 1

Ceva Advisors

AUM $52MTEAM 3REPS 3

Next World Assets LLC

AUM $52MTEAM 2REPS 3

Freeman Wealth Management

Dallas, TX

AUM $52MTEAM 3REPS 1

Liriano Wealth Advisory Group, LLC

Newton Center, MA

AUM $52MTEAM 1REPS 1

Diamond Head Financial Advisors LLC

AUM $52MTEAM 3REPS 1

Gen2 Advisors, LLC

AUM $52MTEAM 1REPS 1

CN Wealth Management, LLC

Alpharetta, GA

AUM $52MTEAM 1REPS 1

46 And 2 Investment Advisors, LLC

AUM $52MTEAM 1REPS 1

Universal Value Advisors

Reno, NV

AUM $51.9MTEAM 5REPS 2

VZD Capital Management LLC

AUM $51.9MTEAM 2REPS 1

Susko Wealth Advisors

Naples, FL

AUM $51.9MTEAM 1REPS 1

CIC Investment Consultants, LLC

Glenwood, AR

AUM $51.9MTEAM 2REPS 1

BCD Advisors

AUM $51.9MTEAM 4REPS 4

Weeks Financial Services, LLC

Erdenheim, PA

AUM $51.9MTEAM 1REPS 1

42 Am, LLC

New York, NY

AUM $51.9MTEAM 5REPS 0

Main Street Management Company

Aquebogue, NY

AUM $51.8MTEAM 2REPS 2

Trillium Square Advisors LLC

AUM $51.8MTEAM 5REPS 2

Other AUM ranges

$100M – $500MReported AUM7,765 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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