RIAs: Under $100M AUM

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

MK Strategic Equities

AUM $3.2MTEAM 1REPS 3

Golzar Investment Group LLC

AUM $3.2MTEAM 1REPS 1

Frazer Bay Investments L. L. C.

AUM $3.2MTEAM 1REPS 1

Honolulu Capital Management

Honolulu, HI

AUM $3.2MTEAM 1REPS 1

Made Financial Design

AUM $3.2MTEAM 1REPS 1

Shepherd Investment Management

AUM $3.2MTEAM 1REPS 1

Green Pastures Wealth Management LLC

Bridgeport, CT

AUM $3.2MTEAM 1REPS 1

Kusske Financial, Inc.

Burnsville, MN

AUM $3.2MTEAM 8REPS 5

Blueprint Capital Management, LLC

Marlton, NJ

AUM $3.2MTEAM 1REPS 1

Simplexity Investment Management, LLC

AUM $3.2MTEAM 1REPS 1

Cascio Wealth Management

AUM $3.2MTEAM 1REPS 1

Spencer Hawkins Investment Adviser, LLC

AUM $3.2MTEAM 1REPS 1

Bayview Financial Planning

AUM $3.2MTEAM 1REPS 1

Bragg Capital Management LLC

AUM $3.2MTEAM 1REPS 1

First Choice Financial Planning, LLC

AUM $3.2MTEAM 1REPS 1

Courseview Capital LLC

AUM $3.2MTEAM 1REPS 1

FM Capital Group

Oakland, CA

AUM $3.1MREPS 2

Spring Ocean Capital LLC

Chagrin Falls, OH

AUM $3.1MTEAM 1REPS 1

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

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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