RIAs: Under $100M AUM

12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hscore Advisors LLC

Dallas, TX

AUM $6.9MTEAM 3REPS 3

MGC Capital

AUM $6.9MTEAM 1REPS 1

Beckham Financial, LLC

AUM $6.9MTEAM 1REPS 1

Wilson David Investment Advisors

Aiken, SC

AUM $6.9MTEAM 2REPS 3

Alexander D Cohen Investments, LLC

Dallas, TX

AUM $6.9MTEAM 2REPS 2

Wellspring Capital Group, Ltd.

AUM $6.9MTEAM 1REPS 1

Black Diamond Investment Group,Inc.

Kalamazoo, MI

AUM $6.9MTEAM 1REPS 1

Firstgen Wealth

AUM $6.9MTEAM 1REPS 1

Kingdom Financial

South Bend, IN

AUM $6.9MTEAM 1REPS 1

Retired Capital LLC

AUM $6.9MTEAM 1REPS 1

Outerlands Capital Management, LLC

New York, NY

AUM $6.9MTEAM 6REPS 2

Gnrfunds LLC

AUM $6.9MTEAM 1REPS 1

Sound Capital

AUM $6.9MTEAM 1REPS 1

Caltier Advisors, LLC

Poway, CA

AUM $6.9MTEAM 3REPS 3

Brucker Wealth

AUM $6.9MTEAM 1REPS 1

Inspire Capital Management LLC

AUM $6.9MTEAM 1REPS 1

Tammy Goodman Financial, LLC

AUM $6.9MTEAM 1REPS 1

Shepherd Advisor

AUM $6.8MTEAM 1REPS 1

Kingfisher Capital Management LLC

AUM $6.8MTEAM 1REPS 1

Bonsai Financial

AUM $6.8MTEAM 2REPS 2

Pocket Project

AUM $6.8MTEAM 1REPS 1

Nubian Square Investment Advisors, LLC

Brookline, MA

AUM $6.8MTEAM 5REPS 4

Gaines Capital Management

Atlanta, GA

AUM $6.8MTEAM 1REPS 1

Emerging Oaks Capital LLC

Lakeway, TX

AUM $6.8MTEAM 1REPS 2

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,236 FIRMS Over $5BReported AUM2,032 FIRMS

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