RIAs: Under $100M AUM

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

Baskerville Capital Management, LLC

AUM $2.9MTEAM 1REPS 1

Turning Point Financial Advisory

AUM $2.9MTEAM 1REPS 1

Jackson Peak Capital LLC

Lafayette, CA

AUM $2.9MTEAM 1REPS 1

Magpie Consulting LLC

AUM $2.9MTEAM 1REPS 1

Thrive Portfolios

San Diego, CA

AUM $2.9MTEAM 1REPS 1

Founder ETFs LLC

Dallas, TX

AUM $2.9MTEAM 1REPS 1

Lifestyle Financial Services, LLC

AUM $2.9MREPS 2

Karstens Wealth

Oak Brook, IL

AUM $2.9MTEAM 1REPS 1

Shore Financial Advisors, LLC

Easton, MD

AUM $2.9MTEAM 1REPS 1

Tulip Financial Planning LLC

AUM $2.9MREPS 1

Starbord LLC

AUM $2.9MTEAM 1REPS 1

Jonathan P.Lundmark, Cpa,Cfp

Tyler, TX

AUM $2.9MTEAM 1REPS 1

Lestna Retirement, LLC

AUM $2.9MTEAM 2REPS 2

2020 Financial Planning LLC

Seattle, WA

AUM $2.9MTEAM 1REPS 1

Austec Wealth Management, LLC

AUM $2.9MTEAM 1REPS 1

Golden Jade Capital Management, LLC

AUM $2.9MTEAM 1REPS 1

Premier Wealth Management, LLC

Fort Worth, TX

AUM $2.8MTEAM 2REPS 1

Monticello Financial Advisors

Mount Pleasant, TX

AUM $2.8MTEAM 3REPS 3

Mission: Advice

Shepherdstown, WV

AUM $2.8MTEAM 1REPS 1

Cast Member Financial LLC

AUM $2.8MTEAM 2REPS 2

Dirigo Investment Advisors, LLC

Santa Monica, CA

AUM $2.8MTEAM 1REPS 1

Upper Basin Capital, LLC

AUM $2.8MTEAM 1REPS 1

Hilbar Capital, LLC

AUM $2.8MTEAM 1REPS 1

Castellum Capital Management LLC

AUM $2.8MTEAM 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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