RIAs: Under $100M AUM

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

808 Investments

AUM $6.1MTEAM 1REPS 1

Premiere Management

AUM $6.1MTEAM 1REPS 1

Financial Filosophy

AUM $6.1MTEAM 1REPS 1

Mcinnis Group

AUM $6.1MTEAM 1REPS 1

Metatrends LLC

AUM $6.1MTEAM 1REPS 1

Kingsbury Financial Management, Inc.

AUM $6.1MTEAM 1REPS 1

Peckham, David A

AUM $6.1MTEAM 1REPS 1

Whitestone Capital Management, Inc.

AUM $6.1MTEAM 1REPS 1

Serendib Capital Management LLC

AUM $6.1MTEAM 1REPS 1

Strive Retirement Group

Daytona Beach, FL

AUM $6.1MTEAM 3REPS 3

Splizer Invest

AUM $6.1MTEAM 1REPS 1

Peak Investments

AUM $6.1MTEAM 1REPS 1

Copper Canyon LLC

AUM $6.1MTEAM 2REPS 2

JDV Wealth Advisors, LLC

AUM $6.1MTEAM 1REPS 1

Pinnacle Stream Capital LLC

AUM $6.1MTEAM 2REPS 2

Montlake Capital Management, LLC

AUM $6.1MTEAM 1REPS 1

Cypress Lane Advisors

AUM $6.1MTEAM 1REPS 1

Powwow, LLC

AUM $6.1MTEAM 1REPS 1

SLR Advisors

AUM $6MTEAM 1REPS 1

Tiger Mountain Capital

AUM $6MTEAM 1REPS 1

ZAK Advisory, LLC

Rocky River, OH

AUM $6MTEAM 1REPS 2

Tigris Consulting LLC

AUM $6MTEAM 1REPS 1

Swales Financial LLC

AUM $6MTEAM 1REPS 1

Well Advised, LLC

Omaha, NE

AUM $6MTEAM 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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