RIAs: Under $100M AUM

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

P. Worldwide, LLC

AUM $2.5MTEAM 1REPS 1

Michael Fulcher, Cpa

AUM $2.5MTEAM 1REPS 1

Gramercy Private Wealth LLC

Brooklynn, NY

AUM $2.5MTEAM 1REPS 1

The Jones Stewardship Group, LLC

Elk Grove, CA

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

Socal Planners, Inc

Valencia, CA

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

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

Corners Financial Planning, LLC

Peachtree Corners, GA

AUM $2.4MTEAM 1REPS 1

Your Path Financial LLC

AUM $2.4MTEAM 2REPS 2

Financial Positioning System, Inc

Derwood, MD

AUM $2.4MTEAM 1REPS 1

Klocker Investment Advisers

AUM $2.4MTEAM 1REPS 1

PI Square Capital, LLC

AUM $2.4MTEAM 1REPS 1

P.A. Berg Retirement Solutions

AUM $2.4MTEAM 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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