RIAs: Under $100M AUM

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

Fireplace Financial Inc

AUM $4.5MTEAM 1REPS 1

Erickson Financial Solutions, LLC

AUM $4.5MTEAM 1REPS 1

Lighthouse Wealth Management, LLC

Bronx, NY

AUM $4.5MTEAM 1REPS 1

Hearth Capital Management

AUM $4.5MREPS 1

P2, LLC

AUM $4.5MTEAM 1REPS 2

Oldenburg Investment Professionals

St Thomas, VI

AUM $4.5MTEAM 1REPS 2

Marketocracy Masters Capital Management LLC

Northville, MI

AUM $4.5MTEAM 7REPS 9

Fade In Financial

Burbank, CA

AUM $4.5MTEAM 1REPS 1

Bais Enterprise

AUM $4.5MTEAM 1REPS 1

Mills Financial Services LLC

AUM $4.5MTEAM 1REPS 1

Reviresco Wealth Advisory LLC

AUM $4.5MTEAM 1REPS 1

Edvestment Solutions L.L.C.

AUM $4.5MTEAM 1REPS 1

The Legacy Collaborative, Inc.

San Antonio, TX

AUM $4.5MTEAM 1REPS 1

George Edward Russell Dba Russell And Company

AUM $4.5MTEAM 1REPS 1

Tourmaline Capital Management LLC

AUM $4.5MTEAM 1REPS 1

Prospero Financial Planning, LLC

Noblesville, IN

AUM $4.5MTEAM 1REPS 1

Foundational Financial Advisors, LLC

AUM $4.5MTEAM 1REPS 1

H & S Financial Advisors Inc.

AUM $4.5MTEAM 1REPS 1

Kensington Wealth Management, LLC

Brooklynn, NY

AUM $4.5MTEAM 4REPS 3

Financial Journey LLC

AUM $4.5MTEAM 1REPS 1

JM Tax & Financial LLC

AUM $4.5MTEAM 1REPS 1

J.M. Goldberg Wealth Management LLC

AUM $4.5MTEAM 1REPS 1

Delphi Value Investments, LLC

AUM $4.5MTEAM 1REPS 1

Tetrant Financial

Gilbert, AZ

AUM $4.5MTEAM 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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