RIAs: Under $100M AUM

12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hyperion Financial

Shillington, PA

AUM $89.8MTEAM 3REPS 3

MCN Investment Management Co

Troy, MI

AUM $89.8MTEAM 1REPS 1

Pichardo Asset Management, S.A. de C.V.

Mexico City

AUM $89.8MTEAM 8REPS 3

Pathfinder Financial Services, LLC

AUM $89.7MTEAM 2REPS 2

Wingstem Wealth, LLC

West Columbia, SC

AUM $89.7MTEAM 8REPS 2

The Baran James Company, Inc.

Pittsburgh, PA

AUM $89.7MTEAM 1REPS 1

Auxan Capital Advisors, LLC

Springfield, MO

AUM $89.6MTEAM 8REPS 8

BRC Management LLC

AUM $89.6MTEAM 1REPS 1

Oxford Chase Advisors LLC

AUM $89.6MTEAM 3REPS 3

Retirement Evolutions Wealth Management LLC

Tucson, AZ

AUM $89.6MTEAM 5REPS 3

Kelly Financial Group LLC

Encinitas, CA

AUM $89.6MTEAM 1REPS 1

John-Luke Financial, LLC

The Woodlands, TX

AUM $89.6MTEAM 2REPS 2

Grantham Poole Advisors, LLC

Ridgeland, MS

AUM $89.6MTEAM 2REPS 2

Bounty Management Corp

Boston, MA

AUM $89.5MTEAM 3REPS 3

Treger & Associates

AUM $89.5MTEAM 1REPS 1

Fleming Wealth Management, LLC

Johns Creek, GA

AUM $89.5MTEAM 1REPS 1

KCS Advisors, LLC

Concord, NH

AUM $89.5MTEAM 2REPS 2

Bridge Financial Strategies

Scottsdale, AZ

AUM $89.5MTEAM 3REPS 1

Aldemar Research Corporation

AUM $89.5MTEAM 3REPS 2

Knightsbridge Advisors, Inc.

AUM $89.5MTEAM 1REPS 1

Gateway Wealth, Inc.

AUM $89.5MTEAM 2REPS 1

Intelus Advisory Group, LLC

Birmingham, AL

AUM $89.4MTEAM 3REPS 1

Bearing Financial Advisors, LLC

Austin, TX

AUM $89.4MTEAM 4REPS 4

Conifer Bay Capital LLC

AUM $89.4MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,833 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,035 FIRMS

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