RIAs: Under $100M AUM

12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Spring Delta Asset Management, LLC

New York, NY

AUM $14.9MTEAM 1REPS 1

LGM Capital Management LLC

Phoenix, AZ

AUM $14.9MTEAM 2REPS 2

Ivan Capital Management, Inc.

AUM $14.9MTEAM 1REPS 1

Sentinel Investment Planning, LLC

AUM $14.9MTEAM 1REPS 1

Valor Wealth Management LLC

AUM $14.9MTEAM 1REPS 1

Lazarow Wealth Management

Tucson, AZ

AUM $14.9MTEAM 1REPS 1

Pacific Landfall

AUM $14.9MTEAM 2REPS 2

Bluering Advisors, Inc

AUM $14.9MTEAM 2REPS 2

Class VI Ventures, LLC

Denver, CO

AUM $14.9MTEAM 3REPS 2

Vinkemulder Financial L.L.C.

AUM $14.9MTEAM 1REPS 2

Ross Financial Group

AUM $14.9MTEAM 2REPS 1

Elle Investment Group LLC

Greensburg, PA

AUM $14.9MTEAM 1REPS 1

BFA Wealth Management

AUM $14.9MTEAM 1REPS 1

Global Special Situations Research Co Inc.

New York, NY

AUM $14.9MTEAM 1REPS 1

Beanstox

Montreal

AUM $14.9MTEAM 7REPS 3

A5 Financial LLC

Bothell, WA

AUM $14.9MTEAM 2REPS 2

Grimaldi Investment Services, LLC

AUM $14.8MTEAM 1REPS 1

Sweetgum Laboratories LLC

AUM $14.8MTEAM 1REPS 1

Estee Advisors LLC

Short Hills, NJ

AUM $14.8MTEAM 3REPS 2

Eighty Rods Advisors

AUM $14.8MTEAM 1REPS 1

Melberth Capital

Sarasota, FL

AUM $14.8MTEAM 1REPS 1

Fhwv Financial LLC

Los Alamitos, CA

AUM $14.8MTEAM 4REPS 4

Fiduciary Organization, LLC

Greenville, SC

AUM $14.8MTEAM 3REPS 4

John Nuckel LLC

AUM $14.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,036 FIRMS

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