RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Walden Financial

Granville, OH

AUM $52.8MTEAM 3REPS 1

Wilshire-Pennington Group, Inc.

Nichols Hills, OK

AUM $52.8MTEAM 2REPS 2

Pacific Capital Works, Inc.

Portland, OR

AUM $52.8MTEAM 1REPS 1

Financial Guidance Investment Advisers, Inc.

Olmsted Falls, OH

AUM $52.8MTEAM 1REPS 1

Meritage Wealth Advisory, LLC

AUM $52.8MTEAM 1REPS 1

KB & Partners Management Co LLC

New York, NY

AUM $52.8MTEAM 5REPS 1

Royale Asset Management LLC

AUM $52.7MTEAM 1REPS 1

Virtua Capital Management, LLC

Scottsdale, AZ

AUM $52.7MTEAM 3REPS 2

Alta Strada Wealth Management

AUM $52.7MTEAM 2REPS 2

Blue Marlin Holdco LLC

Bethesda, MD

AUM $52.7MTEAM 13REPS 1

Boyd Investment Services

Henderson, NV

AUM $52.6MTEAM 1REPS 1

Arena Wealth Advisors LLC

Jeffersonville, IN

AUM $52.6MTEAM 1REPS 1

Qubera Wealth Management

Pasadena, CA

AUM $52.6MTEAM 1REPS 1

Frank K. Swyden Asset Mngt Inc

AUM $52.5MTEAM 1REPS 1

Lowell Road Asset Management, Inc.

Manhasset, NY

AUM $52.5MTEAM 2REPS 2

Aspen Grove Investment Management, LLC

AUM $52.5MTEAM 1REPS 1

KCG Investment Advisory Services LLC

Savannah, GA

AUM $52.5MTEAM 1REPS 1

Hicok Financial Solutions, LLC

AUM $52.5MTEAM 1REPS 1

Mulholland & Kuperstock Asset Management, LLC

AUM $52.5MTEAM 2REPS 2

Eagle Ridge Wealth Advisors

AUM $52.5MTEAM 3REPS 1

Allison & Company Financial Counselors, LLC

Milwaukee, WI

AUM $52.5MTEAM 1REPS 1

Coho Advisory Services, LLC

Anchorage, AK

AUM $52.4MTEAM 6REPS 6

Wealthpro, LLC

AUM $52.4MTEAM 2REPS 2

Marketstrats, LLC

AUM $52.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,831 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,035 FIRMS

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