RIAs: Under $100M AUM

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

Weikart Advisory Services LLC

AUM $3.9MTEAM 1REPS 1

Cole Investment Advisors, Inc.

AUM $3.9MTEAM 1REPS 1

Fish Advisory, LLC

AUM $3.9MTEAM 1REPS 1

Copperlion Investments

AUM $3.8MTEAM 1REPS 1

Dream Lake Financial LLC

AUM $3.8MTEAM 1REPS 1

Aureus Capital

AUM $3.8MTEAM 1REPS 1

Significance Capital Management LLC

Milwaukee, WI

AUM $3.8MTEAM 2REPS 4

Legacy Wealth Advisors, Ltd.

Phoenix, AZ

AUM $3.8MTEAM 1REPS 1

Cambyses Financial Advisors

AUM $3.8MTEAM 1REPS 1

Curbstone Advisors LLC

Tenafly, NJ

AUM $3.8MTEAM 1REPS 1

Create, LLC

AUM $3.8MTEAM 1REPS 1

JMM Financial, LLC

AUM $3.8MTEAM 1REPS 1

Simplicifi, LLC

AUM $3.8MTEAM 1REPS 1

ST. Michaels Asset Management

St Michaels, MD

AUM $3.8MTEAM 1REPS 1

Alba Financial LLC

Council Bluffs, IA

AUM $3.8MTEAM 1REPS 1

Hefti Capital Management, LLC

AUM $3.8MTEAM 1REPS 1

Denarius Wealth Management

Appleton, WI

AUM $3.8MTEAM 1REPS 1

Makenna & Company, Inc.

Darien, CT

AUM $3.8MTEAM 1REPS 1

Absolute Alpha Corp

Houston, TX

AUM $3.8MTEAM 1REPS 1

Parker Logan Advisors

AUM $3.8MREPS 1

Capitalalphabet

AUM $3.8MTEAM 1REPS 1

Odinic Advisors LLC

AUM $3.8MTEAM 1REPS 1

POV Wealth LLC

AUM $3.8MTEAM 1REPS 1

Hammerhead Financial Strategies, LLC

AUM $3.8MTEAM 2REPS 3

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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