RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Schaffer & Company Asset Management, Inc.

Jacksonville, FL

AUM $90.8MTEAM 1REPS 2

Arias Resource Capital Management LP

Miami, FL

AUM $90.8MTEAM 8REPS 2

K R Financial LLC

AUM $90.7MTEAM 2REPS 2

Mynad LLC

AUM $90.7MTEAM 2REPS 2

Caprock Capital Advisors Inc.

Plano, TX

AUM $90.7MTEAM 3REPS 3

Conrad Capital Management, Inc.

Hauppauge, NY

AUM $90.7MTEAM 3REPS 2

Your Planning Partner LLC

Palm Beach Gardens, FL

AUM $90.7MTEAM 4REPS 2

Modern Capital Management, Co

Mount Pleasant, SC

AUM $90.7MTEAM 6REPS 4

Weatherhelm Capital Management LLC

Cambridge, NY

AUM $90.6MTEAM 4REPS 2

Alphaq Advisors

Winter Park, FL

AUM $90.6MTEAM 2REPS 2

Counterpoint Asset Management LLC

San Diego, CA

AUM $90.6MTEAM 6REPS 4

Bayworth Capital

Chicago, IL

AUM $90.6MTEAM 4REPS 4

Zest

Miami, FL

AUM $90.6MTEAM 3REPS 2

Brae Head, Inc.

Essex, CT

AUM $90.6MTEAM 1REPS 1

Wildrye Financial

Bigfork, MT

AUM $90.5MTEAM 1REPS 1

WS Wealth Management, LLC

Washington, VA

AUM $90.5MTEAM 3REPS 3

Innovate Wealth

AUM $90.5MTEAM 2REPS 2

Advenire Wealth Management

Colorado Springs, CO

AUM $90.5MTEAM 4REPS 3

Hutchison Whitehead Wealth Management

Canonsburg, PA

AUM $90.4MTEAM 4REPS 5

Washington Square Capital Management LLC

New York, NY

AUM $90.4MTEAM 2REPS 2

Haddon Wealth Management, LLC

Haddonfield, NJ

AUM $90.4MTEAM 1REPS 1

Eber Capital Management

Coral Gables, FL

AUM $90.4MTEAM 1REPS 1

Chacon Diaz & Di Virgilio Wealth Management, LLC

Gainesville, FL

AUM $90.3MTEAM 4REPS 4

Capital Advisory Services, LLC

West Chester, OH

AUM $90.3MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,767 FIRMS $500M – $1BReported AUM2,408 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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