RIAs: Under $100M AUM

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

Forward Thinking Wealth Management

AUM $45.6MTEAM 1REPS 1

Independent Financial Planning

AUM $45.6MTEAM 2REPS 2

Altior Capital

Winter Park, FL

AUM $45.6MTEAM 1REPS 1

Round Table Financial

Little Rock, AR

AUM $45.6MTEAM 3REPS 3

Veritas Investment Advisory Group LLC

Hendersonville, NC

AUM $45.6MTEAM 1REPS 1

Unest Advisers, LLC

Laramie, WY

AUM $45.6MTEAM 1REPS 2

Taylor Financial Management Inc

Bexley, OH

AUM $45.6MTEAM 1REPS 1

Calcagnini Wealth Management, LLC

AUM $45.5MTEAM 1REPS 1

Continuum Wealth Management, LLC

AUM $45.5MTEAM 1REPS 1

Pendragon Capital Management, Inc.

AUM $45.5MTEAM 4REPS 4

Best Financial Life

AUM $45.5MTEAM 2REPS 1

Straight Forward Wealth Management, LLC

Rochester, NH

AUM $45.5MTEAM 2REPS 2

Trident Capital Advisors, LLC

Reno, NV

AUM $45.5MTEAM 1REPS 1

Millennium Portfolio Advisors

AUM $45.5MTEAM 2REPS 2

Quantessence Capital

AUM $45.5MTEAM 5REPS 3

Spinnaker Asset Management Inc.

Warwick, RI

AUM $45.5MTEAM 5REPS 3

Galapagos Global Capital Management LLC

Miami, FL

AUM $45.4MTEAM 6REPS 3

Auctus Wealth Management Inc.

Philadelphia, PA

AUM $45.4MTEAM 1REPS 1

United Global Advisors, LLC

Beverly Hills, CA

AUM $45.4MTEAM 1REPS 1

Toups Capital Advisors LLC

AUM $45.4MTEAM 1REPS 1

Praestantia Capital, LLC

San Antonio, TX

AUM $45.4MTEAM 2REPS 2

Maxwell and Morse Capital Management, Inc.

Tulsa, OK

AUM $45.4MTEAM 2REPS 2

Concordia Wealth Planning, LLC

AUM $45.4MTEAM 4REPS 4

CG Maton Advisory, Inc.

Alpharetta, GA

AUM $45.4MTEAM 3REPS 2

Other AUM ranges

$100M – $500MReported AUM7,829 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,228 FIRMS Over $5BReported AUM2,035 FIRMS

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