RIAs: Under $100M AUM

12,981 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Stonegate Capital Management, LLC

AUM $7.5MTEAM 2REPS 2

Unlimited Capital Advisors LLC

AUM $7.5MTEAM 2REPS 1

Douglas Brian Neyland

AUM $7.5MTEAM 1REPS 1

Analytic Investment Management LLC

AUM $7.5MTEAM 2REPS 2

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 4REPS 4

Neyrey, Rene' J.

Clearwater, FL

AUM $7.4MTEAM 1REPS 1

Gaoan Capital Management LLC

AUM $7.4MTEAM 3REPS 1

Odyssey Investments, Corp.

Ocean City, MD

AUM $7.4MTEAM 2REPS 2

Advanced Tax And Financial Services, Inc.

AUM $7.4MTEAM 2REPS 2

Fintelect Am, LLC

AUM $7.4MTEAM 1REPS 1

Howe Financial Advisory, 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

Praestantia Capital, LLC

San Antonio, TX

AUM $7.4MTEAM 1REPS 2

Holleyjo Wealth Advisors

AUM $7.4MTEAM 1REPS 1

Access Softek Advisory Services

Naperville, IL

AUM $7.4MTEAM 4REPS 3

Patton Hall, LLC

AUM $7.4MTEAM 1REPS 1

Kortenkamp, Joshua F

Gurnee, IL

AUM $7.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,655 FIRMS $500M – $1BReported AUM2,396 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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