RIAs: Under $100M AUM

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

The Blackmont Group

Fullerton, CA

AUM $8.9MTEAM 1REPS 1

Stravolo Wealth Management, LLC

Spartanburg, SC

AUM $8.9MTEAM 5REPS 2

Patel Wealth Strategies, Inc.

Chandler, AZ

AUM $8.9MTEAM 1REPS 1

Stonehurst Capital Management, LLC

AUM $8.9MTEAM 1REPS 1

Covington Investment Management, LLC

New Orleans, LA

AUM $8.9MTEAM 3REPS 3

Reichel Management Company LLC

AUM $8.9MTEAM 1REPS 1

Elevate Financial

AUM $8.9MTEAM 1REPS 1

Grand Street Capital Management, L.L.C.

Winston Salem, NC

AUM $8.9MTEAM 1REPS 2

Integral Financial Planners

AUM $8.9MTEAM 1REPS 1

Mcdevitt & Bird Investment Management Co

AUM $8.9MTEAM 1REPS 2

Palmerton Financial Services, LLC

AUM $8.9MTEAM 1REPS 1

RLR Capital Management, Inc.

New Canaan, CT

AUM $8.9MTEAM 1REPS 1

Blue Monarch Financial Inc.

Greenville, TX

AUM $8.9MTEAM 3REPS 3

Flores Bayne LLC

AUM $8.9MTEAM 1REPS 1

Alton Point Advisors, LLC

AUM $8.8MTEAM 1REPS 1

Gargas Investments LLC

Van Buren, MO

AUM $8.8MTEAM 1REPS 2

Investment Strategies, LLC

Oklahoma City, OK

AUM $8.8MTEAM 2REPS 2

Myrmidon Private Capital

AUM $8.8MTEAM 1REPS 1

Grey Private Capital

Charlotte, NC

AUM $8.8MTEAM 1REPS 1

Make the Memory Financial Planning

AUM $8.8MTEAM 2REPS 2

Reliant Capital Management, LLC

AUM $8.8MTEAM 1REPS 1

Alva Capital Management, LLC

AUM $8.8MTEAM 2REPS 0

Greene & Company Financial Services LLC

AUM $8.8MTEAM 1REPS 1

Stone Wall Money Management LLC

Shelton, CT

AUM $8.8MTEAM 6REPS 7

Other AUM ranges

$100M – $500MReported AUM7,822 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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