RIAs: Under $100M AUM

12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Three Sigma Capital, LLC

AUM $4.7MTEAM 1REPS 1

West Financial Planning

AUM $4.7MTEAM 1REPS 1

Aware Investing, Inc

AUM $4.7MTEAM 1REPS 2

Maaxiom Capital LLC

AUM $4.7MTEAM 1REPS 1

ELM Tree Capital Management LLC

AUM $4.7MTEAM 1REPS 1

Daehan Securities,Inc

Los Angeles, CA

AUM $4.7MTEAM 1REPS 1

KRM Advisory Services

AUM $4.7MTEAM 1REPS 1

Summit Wealth LLC

Haysville, KS

AUM $4.7MTEAM 1REPS 1

The Siekmann Company

Plain City, OH

AUM $4.7MTEAM 8REPS 3

G. P. Greco & Co, Inc.

Palo Alto, CA

AUM $4.7MTEAM 1REPS 1

Five8 Financial LLC

Rogers, AR

AUM $4.7MTEAM 2REPS 2

IUR Capital, LLC

Miami, FL

AUM $4.7MTEAM 1REPS 1

Integrity Dynamic Investments LLC

AUM $4.7MTEAM 1REPS 1

PK Quantitative Investing, LLC

AUM $4.7MTEAM 1REPS 1

Alvarado & Associates, LLC

AUM $4.7MTEAM 1REPS 1

Social Impact Investments Inc.

AUM $4.7MTEAM 1REPS 1

Actuarial Direct LLC

Pahrump, NV

AUM $4.7MTEAM 1REPS 2

Discovery Investment Research LLC

AUM $4.7MTEAM 1REPS 1

White Sail Advisors LLC

AUM $4.7MTEAM 1REPS 1

Independence Wealth Group

AUM $4.7MTEAM 3REPS 3

Rack Consulting LLC

AUM $4.7MTEAM 1REPS 1

3g Capital LLC

Urbandale, IA

AUM $4.7MTEAM 1REPS 1

Colomb Investment Management Company, LLC

Metairie, LA

AUM $4.7MTEAM 8REPS 8

Bespoke Capital Advisors, Inc.

AUM $4.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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