RIAs: Under $100M AUM

12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

White Crest Capital

AUM $11.2MTEAM 1REPS 1

Tortoise Wealth Management

Tempe, AZ

AUM $11.2MTEAM 1REPS 1

Berunda Capital Management

Princeton, NJ

AUM $11.2MTEAM 2REPS 2

Gemstone Wealth Management

AUM $11.2MTEAM 1REPS 1

Ville Wealth Management

AUM $11.1MTEAM 1REPS 1

Fort Eagle Wealth Management

AUM $11.1MTEAM 1REPS 1

9m Investments, LLC

AUM $11.1MTEAM 1REPS 1

Featherstone Investment Advisory

AUM $11.1MTEAM 1REPS 1

Haystack Financial Planning

AUM $11.1MTEAM 1REPS 1

Kitsman Investment Management

Amarillo, TX

AUM $11.1MTEAM 1REPS 1

Delta Hedge Financial

AUM $11.1MTEAM 1REPS 1

Norberg Capital Management, LLC

AUM $11.1MTEAM 2REPS 1

Income Associates

Barrington, RI

AUM $11.1MTEAM 1REPS 1

Broman & Greig Asset Management, LLC

Westlake Village, CA

AUM $11.1MTEAM 1REPS 1

AM Wealth Solutions, LLC

AUM $11.1MTEAM 1REPS 1

Encompass Wealth Management LLC

Libertyville, IL

AUM $11.1MTEAM 1REPS 1

Lyons Asset Management

AUM $11.1MTEAM 1REPS 2

Denner Capital Management

AUM $11.1MTEAM 1REPS 1

Yorkville Capital Management LLC

AUM $11.1MTEAM 1REPS 1

Westward Planning Group

AUM $11.1MTEAM 1REPS 1

Global Advisers, LLC

Philadelphia, PA

AUM $11.1MTEAM 1REPS 1

Spire Investment Management LLC

AUM $11.1MTEAM 2REPS 1

Delta Capital

Santana De Parnaiba

AUM $11.1MTEAM 3REPS 2

Chasan Capital Management

AUM $11.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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