RIAs: Under $100M AUM

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

International Investments & Consulting LLC

AUM $3MTEAM 1REPS 1

Flores Wealth Planning, LLC

New York, NY

AUM $3MTEAM 1REPS 1

Federal Benefits Advisors

AUM $3MTEAM 1REPS 1

Harman Investment Advisors

AUM $3MTEAM 1REPS 1

Fealty Group LLC

AUM $3MTEAM 2REPS 2

Finite Management, LLC

Santa Monica, CA

AUM $3MTEAM 5REPS 3

Neya Capital

Palmdale, CA

AUM $3MTEAM 1REPS 1

Yayati Asset Management, LLC

Newport Beach, CA

AUM $3MTEAM 5REPS 5

Prospurpose Wealth

Saint Joseph, MO

AUM $3MTEAM 1REPS 1

Sunlight Investments

AUM $3MTEAM 1REPS 1

Sancus Wealth Management LLC

Miami, FL

AUM $3MTEAM 2REPS 1

Prosperent Capital, LLC

Ukiah, CA

AUM $3MTEAM 1REPS 2

Cartera Investments

AUM $3MTEAM 1REPS 1

Tian Capital LLC

AUM $2.9MTEAM 1REPS 1

Homestake Venture Partners LLC

AUM $2.9MTEAM 3REPS 3

The Lyttle Company, LLC

AUM $2.9MTEAM 1REPS 1

CWR Capital Management LLC

AUM $2.9MTEAM 1REPS 1

Jc&Company

Irvine, CA

AUM $2.9MTEAM 5REPS 1

Bianco Capital Management, LLC

Davin, WV

AUM $2.9MTEAM 1REPS 1

Maslar Financial

AUM $2.9MTEAM 1REPS 1

Investors Advisory Services Inc

AUM $2.9MTEAM 1REPS 1

Boca Retirement Strategies Inc.

AUM $2.9MTEAM 1REPS 1

AIS Financial

Saint Louis, MO

AUM $2.9MTEAM 1REPS 1

The Jacobs Financial Group

AUM $2.9MTEAM 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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