RIAs: Under $100M AUM

12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Charles Kasner Registered Investment Advisor LLC

AUM $6.2MTEAM 1REPS 1

O'Grady Financial LLC

AUM $6.2MTEAM 1REPS 1

Aspire Wealth Advisory Group, LLC

New York, NY

AUM $6.2MTEAM 1REPS 1

SVA Capital Management LLC

AUM $6.2MTEAM 1REPS 1

Robbins Wealth Management, LLC

AUM $6.2MTEAM 1REPS 1

Wealth Transitions

AUM $6.2MTEAM 1REPS 1

Brazen Capital, LLC

New York, NY

AUM $6.2MTEAM 1REPS 1

WMS Partners, LLC

Towson, MD

AUM $6.1MREPS 7

86 Republic, LLC

Irvine, CA

AUM $6.1MTEAM 1REPS 1

Watch Hill Advisors, LLC

New York, NY

AUM $6.1MTEAM 1REPS 1

Willenbrock Financial Planning

AUM $6.1MTEAM 1REPS 1

Rizzutto Financial Advisors

AUM $6.1MTEAM 1REPS 1

JW Hecht Wealth Management LLC

Phoenix, AZ

AUM $6.1MTEAM 1REPS 1

Compton Advisors, LLC

AUM $6.1MTEAM 1REPS 1

Unparalleled Investments

AUM $6.1MTEAM 2REPS 2

Ignis Capital Advisors LLC

Las Vegas, NV

AUM $6.1MTEAM 1REPS 1

Honeygo Financial

AUM $6.1MTEAM 1REPS 1

Investment Resources Center

Palatine, IL

AUM $6.1MTEAM 1REPS 1

Newgen Wealth Creation LLC

AUM $6.1MTEAM 1REPS 1

Harvest Capital Management

AUM $6.1MTEAM 1REPS 1

Kingsgrove Management, LLC

Camarillo, CA

AUM $6.1MTEAM 1REPS 1

Create Wealth Management, LLC

AUM $6.1MTEAM 1REPS 1

Off The Beaten Path Financial

AUM $6.1MTEAM 1REPS 1

Northbay Advisors

Rohnert Park, CA

AUM $6.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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