RIAs: Under $100M AUM

12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Jura Investments, LLC

King Of Prussia, PA

AUM $1.5MTEAM 1REPS 1

RR Financial Management LLC

Fresno, CA

AUM $1.5MTEAM 1REPS 1

Moon Lasso Asset Management, LLC

AUM $1.5MTEAM 1REPS 1

Procapita Partners, LLC

New York, NY

AUM $1.5MTEAM 2REPS 1

Ascending Assets

AUM $1.5MTEAM 1REPS 1

Grosse Point Capital Management

Evanston, IL

AUM $1.5MTEAM 1REPS 1

Freedom Financial Advisors

AUM $1.5MTEAM 1REPS 1

Seven Pines Capital, LLC

AUM $1.5MTEAM 1REPS 1

Koios Private Family Offices, LLC

Des Moines, IA

AUM $1.5MTEAM 2REPS 2

Inove Asset Management, L.L.C.

St Thomas, VI

AUM $1.5MTEAM 1REPS 1

Entoro Advisors

Houston, TX

AUM $1.5MTEAM 2REPS 2

Medina Financial, LLC

AUM $1.4MTEAM 1REPS 1

Aurelia Capital Advisors, Inc.

AUM $1.4MTEAM 1REPS 1

Aequitas Financial, LLC

AUM $1.4MTEAM 1REPS 1

SHE Wealth Advisors LLC

Agoura Hills, CA

AUM $1.4MTEAM 1REPS 1

Alpine Financial Advisers, LLC

AUM $1.4MTEAM 1REPS 1

Panthera Capital LLC

AUM $1.4MTEAM 1REPS 1

Treehouse Financial, Inc

AUM $1.4MTEAM 2REPS 2

First Main Capital

Rochester, NY

AUM $1.4MTEAM 1REPS 1

Friend Financial Group Inc

Thornton, CO

AUM $1.4MTEAM 1REPS 1

Robert J Young

AUM $1.4MTEAM 1REPS 1

Apricity Financial Planning

Whitehouse, OH

AUM $1.4MTEAM 1REPS 1

Aihara Wealth Management LLC

Torrance, CA

AUM $1.4MTEAM 2REPS 2

Evergreen Investment Management LLC

AUM $1.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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