RIAs: Under $100M AUM

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

Money Consultants Advisory, Inc.

AUM $2MTEAM 1REPS 1

Kaunisto Capital L.L.C.

Brimley, MI

AUM $2MTEAM 1REPS 1

Ansonia Capital Advisors LLC

Princeton, NJ

AUM $2MTEAM 1REPS 1

Ford Investment & Retirement Management LLC

AUM $2MTEAM 1REPS 1

Summit Equity Management, Inc.

Coastal Carolina Financial Partners LLC

AUM $1.9MTEAM 1REPS 1

BQS Management LLC

Atlanta, GA

AUM $1.9MTEAM 1REPS 1

Planning Trail Investments, LLC

AUM $1.9MTEAM 1REPS 1

C.R. Haupt LLC

AUM $1.9MTEAM 1REPS 1

Annualitix

AUM $1.9MTEAM 1REPS 1

First Main Capital

Rochester, NY

AUM $1.9MTEAM 1REPS 1

Haney Capital Management

AUM $1.9MTEAM 1REPS 1

Mindful Capital Management

Decatur, GA

AUM $1.9MTEAM 1REPS 1

Anora Wealth

San Marcos, CA

AUM $1.9MTEAM 1REPS 1

Ardor Investment Management Consulting

Northfield, IL

AUM $1.9MTEAM 2REPS 2

Carroll Wealth Management Inc.

Chesterfield, MO

AUM $1.9MTEAM 1REPS 1

SKP Wealth

AUM $1.9MTEAM 1REPS 1

CDT Capital Wealth Advisory LLC

Syosset, NY

AUM $1.9MTEAM 3REPS 3

Del Val Retirement and Investment Services Inc

Doylestown, PA

AUM $1.9MTEAM 1REPS 1

Lincoln Investment Advisers, LLC

AUM $1.9MTEAM 1REPS 1

Gulfcoast Embers Advisors

AUM $1.9MTEAM 1REPS 1

First Due Financial LLC

Wareham, MA

AUM $1.9MTEAM 1REPS 1

Crossover Capital Trading LLC

AUM $1.9MTEAM 1REPS 2

I-Cthru Inc.

AUM $1.9MTEAM 2REPS 2

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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