RIAs: Under $100M AUM

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

Kortenkamp, Joshua F

Gurnee, IL

AUM $7.4MTEAM 1REPS 1

Flexincome Fund

Westhampton, NY

AUM $7.4MTEAM 1REPS 2

Frank Finances LLC

AUM $7.4MTEAM 1REPS 1

Whale Shark Financial LLC

AUM $7.4MREPS 1

Centerpoint Financial Management LLC

Irvine, CA

AUM $7.4MTEAM 1REPS 1

Fullguards Financial

Santa Cruz, CA

AUM $7.4MTEAM 1REPS 1

John C. Foti, Dba Experient Portfolio Management

AUM $7.4MTEAM 1REPS 1

Abraham, Robert Ralph Jr

AUM $7.4MTEAM 1REPS 1

Grammatical Capital, LLC

AUM $7.4MTEAM 2REPS 2

Aumakua Capital Management LLC

AUM $7.4MTEAM 2REPS 2

Gompert Financial

AUM $7.4MTEAM 1REPS 1

Momentum Fintech LLC

Lisle, IL

AUM $7.3MTEAM 1REPS 1

Altimeter Wealth LLC

AUM $7.3MTEAM 1REPS 1

Coastal Equity Management, LLC

Pensacola, FL

AUM $7.3MTEAM 2REPS 5

Devkota Capital Advisors

AUM $7.3MTEAM 1REPS 1

Harmony Wealth

AUM $7.3MTEAM 1REPS 1

Henderson Asset Management, LLC

Bend, OR

AUM $7.3MTEAM 1REPS 1

Fortis Wealth Management, LLC

American Fork, UT

AUM $7.3MTEAM 1REPS 1

Lewis-Berkeley Asset Management

AUM $7.3MTEAM 2REPS 1

On Keel Capital

AUM $7.3MTEAM 1REPS 1

The Tiny House Adviser

AUM $7.3MTEAM 1REPS 1

Level Up Financial Planning, LLC

AUM $7.3MTEAM 1REPS 1

Pembroke Wealth Management, LLC

Wilmington, NC

AUM $7.3MTEAM 1REPS 1

Lakewealth Capital, LLC

AUM $7.3MTEAM 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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