RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

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

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

Cor3 Investment Partners, LLC

AUM $13.2MTEAM 3REPS 3

Above & Beyond Investments, LLC

Bloomington, IN

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

LFS Ria, LLC

AUM $13.2MTEAM 1REPS 1

Capstone Wealth Advisors, LLC

Andalusia, AL

AUM $13.2MTEAM 2REPS 2

Winding Trail Financial Planning, LLC

AUM $13.2MTEAM 1REPS 1

Snowcap Financial

AUM $13.2MTEAM 1REPS 1

Palo Seco Wealth Management

AUM $13.2MTEAM 2REPS 2

Desmo Wealth Advisors, LLC

AUM $13.2MTEAM 1REPS 2

Abw, LLC

AUM $13.2MTEAM 2REPS 2

Wind & Rose, LLC

AUM $13.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,658 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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