RIAs: Under $100M AUM

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

Encore 401k, LLC

Driggs, ID

AUM $13.4MTEAM 1REPS 1

Columbia Strategic Wealth Advisors, LLC

Seattle, WA

AUM $13.3MTEAM 1REPS 1

Vero Advisors, LLC

AUM $13.3MTEAM 1REPS 1

Nexus Capital, LLC

Pittsford, NY

AUM $13.3MTEAM 2REPS 2

R.M. Duncan Capital Management Corporation

Little Rock, AR

AUM $13.3MTEAM 2REPS 2

First Financial Strategies Inc

Phoenix, AZ

AUM $13.3MTEAM 2REPS 3

Clancy Capital Advisors LLC

AUM $13.3MTEAM 1REPS 1

EID Capital

Dallas, TX

AUM $13.3MTEAM 1REPS 1

Freedom Capital Management

AUM $13.3MTEAM 1REPS 1

Sparx Asia Investment Advisors Limited

Wanchai

AUM $13.3MTEAM 17REPS 4

Janus Financial Planning, LLC

AUM $13.3MTEAM 2REPS 2

Nirvana Analytics, LLC

Pepper Pike, OH

AUM $13.3MTEAM 1REPS 4

LFS Ria, LLC

AUM $13.3MTEAM 1REPS 1

PEO Partners, LLC

New York, NY

AUM $13.3MTEAM 8REPS 3

Gross Investments LLC

Valley City, OH

AUM $13.3MTEAM 3REPS 3

Fullington & Associates, LLC

AUM $13.3MTEAM 1REPS 1

Rockside Investments LLC

AUM $13.2MTEAM 1REPS 1

REX Management LLC

AUM $13.2MTEAM 1REPS 1

Edgar Investment Management, LLC

Houston, TX

AUM $13.2MTEAM 1REPS 1

Olivar & Greb Capital Management, LLC

AUM $13.2MTEAM 2REPS 2

Cascadia Investment Consultants

AUM $13.2MTEAM 1REPS 1

JK Pwa LLC

AUM $13.2MTEAM 1REPS 1

JRB Capital Management

Steamboat Springs, CO

AUM $13.2MTEAM 1REPS 1

The Foundation Wealth Management, LLC

AUM $13.2MTEAM 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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