RIAs: Under $100M AUM

12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Richard N. Sirott Accountancy Corporation

AUM $30.4MTEAM 1REPS 1

Portfolioarc, L.L.C.

AUM $30.4MTEAM 1REPS 1

Bridgeport Asset Management, LLC

Madison, WI

AUM $30.4MTEAM 1REPS 1

Aurelien Capital Partners

Chicago, IL

AUM $30.4MTEAM 4REPS 3

Partners Capital Management, Inc.

AUM $30.4MTEAM 2REPS 2

Meeting House Capital, LLC

Concord, MA

AUM $30.3MTEAM 1REPS 1

Franklin Madison Private Wealth

Pittsburgh, PA

AUM $30.3MTEAM 1REPS 1

Thi, Inc.

AUM $30.3MTEAM 1REPS 1

Lifewater Wealth Management

Duluth, GA

AUM $30.3MTEAM 2REPS 1

Modern Asset Management LLC

Columbus, NE

AUM $30.3MTEAM 1REPS 2

Cochranmickels Retirement Specialists, LLC

Huntsville, AL

AUM $30.3MTEAM 3REPS 2

Sycamore Asset Management, LLC

AUM $30.3MTEAM 1REPS 1

KD Capital Management, LLC

Charleston, SC

AUM $30.3MTEAM 1REPS 1

Patriot Securities LLC

Jupiter, FL

AUM $30.3MTEAM 1REPS 1

Cumberland Valley Financial Services Inc.

AUM $30.3MTEAM 1REPS 1

Hurley Investments, LLC

Provo, UT

AUM $30.3MTEAM 6REPS 6

Angel Oak Financial Services LLC

AUM $30.3MTEAM 1REPS 1

Alphyn Capital Management LLC

Hicksville, NY

AUM $30.3MTEAM 1REPS 1

Lumenai

Stamford, CT

AUM $30.3MTEAM 3REPS 2

WRS Financial Services, L.L.C.

Tuscaloosa, AL

AUM $30.3MTEAM 1REPS 9

Sherwood Wealth Management

Basalt, CO

AUM $30.2MTEAM 1REPS 1

Pivot Point Wealth Planning

Brandenburg, KY

AUM $30.2MTEAM 2REPS 1

SCS Asset Management, Inc

Lutz, FL

AUM $30.2MTEAM 2REPS 2

Evergreen Capital Management Inc

Omaha, NE

AUM $30.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,657 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,031 FIRMS

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