RIAs: Under $100M AUM

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

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

LKL Advisors

AUM $4.6MTEAM 1REPS 1

Robert W. Colby Asset Management, Inc.

New York, NY

AUM $4.6MTEAM 2REPS 2

Two Pillars Asset Management

Frisco, TX

AUM $4.6MTEAM 1REPS 1

Armory Oak Wealth LLC

Saint Louis, MO

AUM $4.6MTEAM 1REPS 1

Main Street Asset Managment

Sherman, TX

AUM $4.6MREPS 1

Boss Financial Strategies, LLC

AUM $4.6MTEAM 1REPS 2

Acclaro Wealth Management

Walnut Creek, CA

AUM $4.6MTEAM 1REPS 1

Advisor One, LLC

Springfield, MO

AUM $4.6MTEAM 1REPS 1

Bf, LLC

Houston, TX

AUM $4.6MTEAM 1REPS 1

Wayfinder Wealth Warriors LLC

AUM $4.6MTEAM 1REPS 1

Strategic Retirement Partners, LLC

Seattle, WA

AUM $4.6MTEAM 1REPS 1

Concentio Capital Management, LLC

Dallas, TX

AUM $4.6MTEAM 1REPS 1

True Riches Financial Planning

Denver, CO

AUM $4.6MTEAM 1REPS 1

The Keminton Group

New York, NY

AUM $4.6MTEAM 1REPS 1

Synergos Capital Management

AUM $4.6MTEAM 1REPS 1

Walnut Hill Wealth Management

AUM $4.6MTEAM 1REPS 1

Sizemore Financial Services

AUM $4.6MTEAM 1REPS 1

Endowbridge Capital, LLC

Princeton, NJ

AUM $4.6MTEAM 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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