RIAs: Under $100M AUM

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

Northstar Strategic Investments Inc

Ormond Beach, FL

AUM $2MTEAM 1REPS 1

Brightorange Advisors

AUM $2MTEAM 1REPS 1

Cleverinvesting LLC

AUM $2MTEAM 1REPS 1

Filon Capital

Coral Gables, FL

AUM $2MTEAM 2REPS 2

Yarrington Management Company

Westborough, MA

AUM $2MTEAM 1REPS 1

Bridgehaven Capital Management LLC

AUM $2MTEAM 1REPS 1

Gatehill Financial Consulting, LLC

AUM $2MTEAM 1REPS 1

Cereli Inc.

AUM $2MTEAM 1REPS 1

Pierce Financial LLC

Ann Arbor, MI

AUM $2MTEAM 1REPS 1

Insurance & Wealth Advisors, LLC

AUM $2MTEAM 1REPS 1

Flipwithlou&Kip LLC

AUM $2MTEAM 2REPS 1

Time Investments, LLC

AUM $2MTEAM 1REPS 1

Reyna Capital Advisors, LLC

AUM $2MTEAM 1REPS 1

Malone Financial Planning LLC

AUM $2MTEAM 1REPS 1

Legacy Capital Partners LLC

Birmingham, AL

AUM $2MTEAM 1REPS 1

Moor Funds

New York, NY

AUM $2MTEAM 2REPS 3

65 And Sunny! Registered Investment Advisors, LLC

AUM $2MTEAM 1REPS 1

De Mayo Financial

AUM $2MTEAM 1REPS 1

3rd Level Wealth

Hutchinson, KS

AUM $2MTEAM 1REPS 1

Zelus Wealth Management

AUM $2MTEAM 1REPS 1

Sabadoodle

AUM $2MTEAM 1REPS 1

Shifting The Culture Wealth Partners LLC

Los Angeles, CA

AUM $2MTEAM 2REPS 2

Future Path Financial Planning

AUM $2MTEAM 1REPS 1

Plan Partners LLC

AUM $2MTEAM 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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