RIAs: Under $100M AUM

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

Bateman Capital Management, Inc.

Leavenworth, KS

AUM $1MTEAM 1REPS 1

Luna Partners

AUM $1MTEAM 2REPS 2

Nomadic Wealth

AUM $1MTEAM 1REPS 1

Ghost Strategies LLC

AUM $1MTEAM 1REPS 1

Master Structured Alternative Asset Related Strategies, LLC

AUM $1MTEAM 1REPS 1

JIM Earl Financial

Warren, OH

AUM $1MTEAM 1REPS 1

Quarton Capital Partners

Birmingham, MI

AUM $1MTEAM 3REPS 2

Venado Investment Advisors LLC

Westlake Village, CA

AUM $1MTEAM 2REPS 1

Culture Capital Partners, LLC

AUM $1MTEAM 1REPS 1

Monies Wealth LLC

Austin, TX

AUM $1MTEAM 1REPS 1

Onyx Wealth Management LLC

AUM $1MTEAM 1REPS 1

The Financial T

AUM $1MTEAM 1REPS 1

Suncoast Capital Management

AUM $1MTEAM 3REPS 3

Wahdy Capital

San Francisco, CA

AUM $1MTEAM 1REPS 2

Granada Capital Management, LLC

AUM $1MTEAM 1REPS 1

Good Better Best Financial Planning LLC

AUM $1MTEAM 1REPS 1

Fulcire Wealth Management, LLC

AUM $1MTEAM 1REPS 1

Wealthadvisor365

AUM $1MTEAM 1REPS 1

Desai Wealth LLC

San Jose, CA

AUM $1MTEAM 1REPS 1

Turbo-Calc, LLC

Farid Consulting

AUM $1MTEAM 1REPS 1

Dresner Financial Planning

AUM $1MTEAM 1REPS 1

RWH Asset Management

Kenosha, WI

AUM $1MTEAM 1REPS 1

Acorn Financial Planning

AUM $1MTEAM 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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