RIAs: Under $100M AUM

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

Cratero Capital LLC

Saint Louis, MO

AUM $2.1MTEAM 1REPS 8

Equistar Wealth Management Inc.

AUM $2.1MTEAM 1REPS 1

212 Wealth Management

Scottsdale, AZ

AUM $2.1MTEAM 1REPS 1

Mark R. Lemmond Cpa, Pllc

Carthage, NC

AUM $2.1MTEAM 4REPS 1

Angeles Partners LLC

AUM $2.1MTEAM 1REPS 2

IBD Wealth Management, LLC

Boca Raton, FL

AUM $2.1MTEAM 1REPS 1

E J Financial Corp.

AUM $2.1MTEAM 1REPS 2

B & A Sector Watch

AUM $2.1MTEAM 2REPS 0

Financial Planning, Asset Management

AUM $2.1MTEAM 1REPS 1

AI Funds

Sausalito, CA

AUM $2.1MTEAM 3REPS 3

Jkay Securities Corporation

AUM $2.1MTEAM 1REPS 1

Missions Services, LLC

AUM $2.1MTEAM 1REPS 1

Brickstone Advisors

Fort Lauderdale, FL

AUM $2.1MTEAM 1REPS 1

Thomas Meyer Investments

AUM $2.1MTEAM 1REPS 1

Coastal Wealth Management, LP

AUM $2.1MTEAM 1REPS 1

Bowen Financial Planning LLC

AUM $2.1MTEAM 1REPS 1

Morgan House Capital, LLC

East Hartford, CT

AUM $2.1MTEAM 1REPS 1

Russell Advisory Group, Inc

AUM $2.1MTEAM 1REPS 2

J D Atkinson

Colorado Springs, CO

AUM $2.1MTEAM 1REPS 1

1up Financial Advisors LLC

AUM $2.1MTEAM 1REPS 1

Aaim Financial

AUM $2.1MTEAM 1REPS 1

RO2 Wealth

Berkeley, CA

AUM $2.1MTEAM 1REPS 1

Tactical Equity Partners, LLC

AUM $2.1MTEAM 1REPS 1

Mctaggart Capital, LLC

AUM $2.1MTEAM 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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