RIAs: Under $100M AUM

12,857 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Stonecastle Asset Management, LLC

New York, NY

AUM $7.5MTEAM 6REPS 4

Breacher Capital Advisors, LLC

Stamford, CT

AUM $7.5MTEAM 3REPS 2

Entrusted Wealth

Kalispell, MT

AUM $7.5MTEAM 1REPS 1

Kawasaki Financial, LLC

AUM $7.5MTEAM 1REPS 1

Stonegate Capital Management, LLC

AUM $7.5MTEAM 2REPS 2

Unlimited Capital Advisors LLC

AUM $7.5MTEAM 2REPS 2

Douglas Brian Neyland

AUM $7.5MTEAM 1REPS 1

Analytic Investment Management LLC

AUM $7.5MTEAM 2REPS 2

XY Investments

Hong Kong

AUM $7.5MTEAM 4REPS 1

Luma Financial

AUM $7.5MTEAM 1REPS 1

Grinstead Wealth Management

Albuquerque, NM

AUM $7.5MTEAM 1REPS 1

Blue Mountain Financial Planning

AUM $7.5MTEAM 1REPS 1

DRS Financial Partners LLC

AUM $7.5MTEAM 1REPS 1

Simplify Investments

AUM $7.5MTEAM 1REPS 1

Megaannum Capital, LLC

Downingtown, PA

AUM $7.5MTEAM 2REPS 2

Impact Financial Life Planning LLC

AUM $7.5MTEAM 1REPS 1

DHL Wealth Management LLC

Richardson, TX

AUM $7.5MTEAM 5REPS 5

Neyrey, Rene' J.

Clearwater, FL

AUM $7.4MTEAM 1REPS 1

Sun Global LLC

King Of Prussia, PA

AUM $7.4MTEAM 6REPS 5

Odyssey Investments, Corp.

Ocean City, MD

AUM $7.4MTEAM 2REPS 2

Ashram Capital LLC

AUM $7.4MTEAM 1REPS 1

Fintelect Am, LLC

AUM $7.4MTEAM 1REPS 1

Private Client Services Group, LLC

AUM $7.4MTEAM 1REPS 1

Germana Capital LLC

Miami, FL

AUM $7.4MTEAM 2REPS 2

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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