RIAs: Under $100M AUM

12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Golconda Capital Management, LLC

AUM $2.5MTEAM 1REPS 1

The Jones Stewardship Group, LLC

Elk Grove, CA

AUM $2.5MTEAM 1REPS 1

Heissler Financial, LLC

Gresham, OR

AUM $2.5MTEAM 1REPS 1

Penserra Wealth Management

Orinda, CA

AUM $2.5MTEAM 2REPS 12

Edmd Financial Strategies, LLC

San Ramon, CA

AUM $2.5MTEAM 1REPS 1

Saul Funds Management LLC

Miami, FL

AUM $2.5MTEAM 1REPS 1

Dorgeolis Capital LLC

Crestview, FL

AUM $2.5MTEAM 1REPS 1

Stillwater Investments

AUM $2.5MTEAM 1REPS 1

Michael Fulcher, Cpa

AUM $2.5MTEAM 1REPS 1

Hyperion Management Holdings, LLC

Eden, NC

AUM $2.5MTEAM 1REPS 2

Worth Charting LLC

New York, NY

AUM $2.5MTEAM 2REPS 3

Jay Blue Capital

AUM $2.5MTEAM 1REPS 1

Black Mammoth LLC

AUM $2.5MTEAM 1REPS 1

Eliason Wealth Management LLC

Centennial, CO

AUM $2.5MTEAM 1REPS 1

Francis Wealth Solutions, LLC

AUM $2.5MTEAM 1REPS 1

Grenadilla Advisory LLC

AUM $2.5MTEAM 1REPS 1

Dougherty Financial Planning, LLC

Tallahassee, FL

AUM $2.5MTEAM 1REPS 1

Charitable Foundation Services LLC

AUM $2.5MTEAM 1REPS 1

Quayle Financial Group, LLC

Grand Blanc, MI

AUM $2.5MTEAM 2REPS 2

Laguna Investment Services

AUM $2.5MTEAM 1REPS 1

Lanmar Capital Management

AUM $2.5MTEAM 1REPS 1

Kolo Capital

Tucson, AZ

AUM $2.5MTEAM 2REPS 1

Regatta Financial LLC

AUM $2.5MTEAM 1REPS 1

Corners Financial Planning, LLC

Peachtree Corners, GA

AUM $2.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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