RIAs: Under $100M AUM

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

Botamer Financial

AUM $1.8MTEAM 1REPS 1

Quantact Capital Advisors LLC

AUM $1.8MTEAM 1REPS 1

Wealthy Intentions

AUM $1.8MTEAM 2REPS 2

Indiwealth

Maple Grove, MN

AUM $1.8MTEAM 1REPS 1

Shorebird, LLC

Newport Beach, CA

AUM $1.8MTEAM 1REPS 1

Family Investment Advisory, LLC

AUM $1.8MTEAM 1REPS 1

TCP Investments LLC

AUM $1.8MTEAM 1REPS 1

Stillwater Investing

Veazie, ME

AUM $1.8MTEAM 3REPS 3

C.R. Retirement Strategies, LLC

AUM $1.8MTEAM 1REPS 1

Alluvial Wealth Management

Matthews, NC

AUM $1.8MTEAM 1REPS 1

Moneypro Wealth Management, LLC

Franklin, TN

AUM $1.8MTEAM 1REPS 1

FD Ball Investment Advisors, LLC

AUM $1.8MTEAM 1REPS 1

Kavout Algo Financial LLC

Seattle, WA

AUM $1.8MTEAM 4REPS 3

Developing Financial

AUM $1.8MTEAM 1REPS 1

MJC Financial Fitness LLC

AUM $1.8MTEAM 1REPS 1

Lanmar Capital Management

AUM $1.8MTEAM 1REPS 1

Libra Investment Advisors Inc

AUM $1.8MTEAM 2REPS 1

Dan Hassey Investment Advisory

AUM $1.8MTEAM 1REPS 1

JWL & Associates, Inc.

AUM $1.8MTEAM 1REPS 1

Orion-Archstone Asset Management Inc.

New York, NY

AUM $1.8MTEAM 1REPS 1

J Moss And Co

AUM $1.8MTEAM 1REPS 1

Rosasharn Investment Management, LLC

AUM $1.8MTEAM 1REPS 2

EL Castillo Investments

AUM $1.8MTEAM 2REPS 2

Ryefield Capital, LLC

Germantown, NY

AUM $1.8MTEAM 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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