RIAs: Under $100M AUM

12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

White River Investments

AUM $23.6MTEAM 2REPS 2

Eagle Point Capital LLC

AUM $23.5MTEAM 3REPS 3

Slate Peak Financial Services, LLC

AUM $23.5MTEAM 1REPS 1

Gehret Investments

AUM $23.5MTEAM 1REPS 1

A&G Financial Management, LLC

Nashville, TN

AUM $23.5MTEAM 2REPS 2

Relyon Financial Advisors, LLC

San Antonio, TX

AUM $23.5MTEAM 1REPS 1

Sagamore Wealth Management, LLC

Woburn, MA

AUM $23.5MTEAM 1REPS 1

Weil Associates, Inc.

AUM $23.5MTEAM 1REPS 1

Martone Capital Management, Inc.

Tarrytown, NY

AUM $23.5MTEAM 1REPS 1

Hygge Advisors, LLC

St Petersburg, FL

AUM $23.5MTEAM 1REPS 1

Mcclure Capital Advisors, Inc.

Frisco, TX

AUM $23.5MTEAM 4REPS 4

Magister Wealth

AUM $23.5MTEAM 1REPS 1

Reconstructing Wealth

AUM $23.4MTEAM 1REPS 1

Money Manager Inc.

AUM $23.4MTEAM 3REPS 2

Woodward Caire Advisors, LLC

AUM $23.4MTEAM 3REPS 3

One Providence Capital, LLC

AUM $23.4MTEAM 2REPS 1

Van Ake Capital LLC

Winnetka, IL

AUM $23.4MTEAM 1REPS 1

Verducci Asset Management, Inc.

AUM $23.4MTEAM 1REPS 1

Deep Think Investments

AUM $23.4MTEAM 3REPS 3

Michael P Lynch Wealth Management, LLC

Stockton, CA

AUM $23.4MTEAM 2REPS 1

Proflex Finance

Los Gatos, CA

AUM $23.4MTEAM 1REPS 1

Battle Capital Asset Management LLC

AUM $23.4MTEAM 1REPS 1

Head to Toe Financial Planning

AUM $23.3MTEAM 1REPS 1

Gilbert Wealth

AUM $23.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,827 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,036 FIRMS

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