RIAs: Under $100M AUM

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

Obex Investments LLC

AUM $1.5MTEAM 2REPS 2

Eiduk Tax And Wealth

AUM $1.5MTEAM 1REPS 1

Exciten Capital LLC

AUM $1.5MTEAM 1REPS 2

Pilot Investment Services, LLC

AUM $1.5MTEAM 1REPS 1

Up Fintech Asset Management

Newtown Square, PA

AUM $1.5MTEAM 2REPS 2

Myfi Wealth Management, LLC

AUM $1.5MTEAM 1REPS 1

William R. Scheel, Investment Adviser

AUM $1.5MTEAM 1REPS 1

Priore Investments

AUM $1.5MTEAM 1REPS 1

Saffron Consulting Services LLC

AUM $1.5MTEAM 1REPS 1

Fiducial Partners LLC

Brighton, MI

AUM $1.5MTEAM 1REPS 1

Iengage Asset Management LLC

Princeton, NJ

AUM $1.5MTEAM 1REPS 1

Curtin Financial Services, Inc.

Burlington, MA

AUM $1.5MTEAM 1REPS 1

Investors Choice

AUM $1.5MTEAM 1REPS 1

2pifinancial Corp.

AUM $1.5MTEAM 2REPS 2

Streamline Advisory

Bellingham, WA

AUM $1.5MTEAM 1REPS 1

Von Kohorn Research & Advisory, Inc.

Norwalk, CT

AUM $1.5MTEAM 1REPS 1

Farm And Community Advisory

AUM $1.5MTEAM 3REPS 3

The Zillennial Advisors

AUM $1.5MTEAM 3REPS 3

Followthru Planning Associates LLC

AUM $1.5MTEAM 1REPS 1

Washpark Capital, LLC

AUM $1.5MTEAM 1REPS 1

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

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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