RIAs: Under $100M AUM

12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Stafford Financial, LLC

AUM $14.5MTEAM 1REPS 2

Eamon Capital Management, LLC

Wexford, PA

AUM $14.5MTEAM 4REPS 1

Cornerstone Financial Planning

AUM $14.5MTEAM 1REPS 1

Docsfp

AUM $14.5MTEAM 1REPS 1

Upslope Capital Management, LLC

AUM $14.5MTEAM 1REPS 1

Fulton Investment Advisers, Inc.

Wauwatosa, WI

AUM $14.5MTEAM 1REPS 1

Joshi Capital Management, LLC

AUM $14.5MTEAM 1REPS 1

Guardian Investment Management, LLC

Saint Louis, MO

AUM $14.5MTEAM 5REPS 1

Maverick Value, LLC

AUM $14.5MTEAM 1REPS 1

Pacific Canyon Investments

AUM $14.5MTEAM 2REPS 2

Blue Castle Wealth

Lexington, KY

AUM $14.5MTEAM 1REPS 1

Delagify Financial

AUM $14.5MTEAM 3REPS 1

Adage Investment Advisors, L.L.C.

AUM $14.5MTEAM 1REPS 1

Layline Asset Management Inc

AUM $14.5MTEAM 1REPS 1

Tuggle & Russell, L.L.C.

Richardson, TX

AUM $14.4MTEAM 1REPS 1

Latticework Capital

AUM $14.4MTEAM 1REPS 1

Shannon Investment Management

AUM $14.4MTEAM 1REPS 1

MSM Financial, LLC

Minneapolis, MN

AUM $14.4MTEAM 1REPS 1

FWG Investment Management

Winter Park, FL

AUM $14.4MTEAM 2REPS 1

Vision Casting Financial Planning, LLC

Spokane, WA

AUM $14.4MTEAM 1REPS 1

FG Wealth Management

AUM $14.4MTEAM 1REPS 1

Mountain Flower Investments & Planning, LLC

AUM $14.4MREPS 1

Todorow Capital Partners LLC

AUM $14.4MTEAM 1REPS 1

Proverbi Capital Advisors, LLC

Melbourne, FL

AUM $14.4MTEAM 5REPS 5

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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