RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Courseview Capital LLC

AUM $3.2MTEAM 1REPS 1

Spring Ocean Capital LLC

Chagrin Falls, OH

AUM $3.1MTEAM 1REPS 1

FM Capital Group

Oakland, CA

AUM $3.1MREPS 2

Bartee Capital Management, LLC

AUM $3.1MTEAM 2REPS 2

CN Wealth LLC

Nashville, TN

AUM $3.1MTEAM 1REPS 1

Prometheus Capital Management LLC

Orlando, FL

AUM $3.1MTEAM 1REPS 1

Emergent Fortuity Financial, LLC

Plantation, FL

AUM $3.1MTEAM 1REPS 1

Gerhardt Clemans Wealth Management, Inc.

Thendara, NY

AUM $3.1MTEAM 1REPS 1

P3 Financial Management, LLC

AUM $3.1MTEAM 1REPS 1

Fichter & Co Investors

AUM $3.1MTEAM 1REPS 1

Heiser Investment Advisers

AUM $3.1MTEAM 1REPS 1

Conviction Wealth Management LLC

AUM $3.1MTEAM 1REPS 1

Ulmer Financial

AUM $3.1MTEAM 1REPS 2

Finomenon Investments LLC

AUM $3.1MTEAM 2REPS 2

Still River Financial Planning

AUM $3.1MTEAM 1REPS 1

ELK Capital Advisors, LLC

AUM $3.1MTEAM 1REPS 1

Citrine & Gold LLC

Denver, CO

AUM $3.1MTEAM 2REPS 1

Cultivate Wealth LLC

AUM $3.1MTEAM 1REPS 1

Goodrich Asset Management LLC

AUM $3.1MTEAM 1REPS 1

Donald H. Freimark Cfa, LLC

AUM $3.1MTEAM 1REPS 1

Skipjack Financial

AUM $3.1MTEAM 1REPS 1

Ascend Investment Management, LLC

AUM $3.1MTEAM 3REPS 3

Red Haven Advisors, LLC

AUM $3.1MTEAM 1REPS 1

SCM Investment Services

Lake Elmo, MN

AUM $3.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

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