RIAs: Under $100M AUM

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

Stillwater Investments

AUM $2.5MTEAM 1REPS 1

Flatlands Wealth LLC

Oklahoma City, OK

AUM $2.5MTEAM 1REPS 1

Purple Mountain Investment Advisors LLC

AUM $2.5MTEAM 2REPS 1

Penserra Wealth Management

Orinda, CA

AUM $2.5MTEAM 2REPS 7

Gramercy Private Wealth LLC

Brooklyn, NY

AUM $2.5MTEAM 1REPS 1

Heissler Financial, LLC

Gresham, OR

AUM $2.5MTEAM 1REPS 1

Golconda Capital Management, LLC

AUM $2.5MTEAM 1REPS 1

Proyash Capital Management

AUM $2.5MTEAM 2REPS 1

Glass Capital Management LLC

AUM $2.5MTEAM 1REPS 1

P. Worldwide, LLC

AUM $2.5MTEAM 1REPS 1

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

East River Capital Management LLC

Pittsfield, MA

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

Valiance Group

AUM $2.5MTEAM 1REPS 1

Laguna Investment Services

AUM $2.5MTEAM 1REPS 1

Kolo Capital

Tucson, AZ

AUM $2.5MTEAM 2REPS 1

Namm Financial LLC

Plantation, FL

AUM $2.5MTEAM 1REPS 1

Regatta Financial LLC

AUM $2.5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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