RIAs: Under $100M AUM

12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

BELMONT FINANCIAL, LLC

AUM $92.6MTEAM 1REPS 1

ALBERG FINANCIAL SERVICES, INC.

AUM $92.6MTEAM 1REPS 1

OAK MAPLE FINANCE, LLC

BURLINGTON, VT

AUM $92.5MTEAM 5REPS 2

LODESTAR ADVISORY GROUP, LLC

NAPLES, FL

AUM $92.5MTEAM 3REPS 2

VAULT FIDUCIARY LLC

AUM $92.5MTEAM 1REPS 1

MOONEY FINANCIAL

JACKSONVILLE BEACH, FL

AUM $92.5MTEAM 2REPS 2

DOROTHY J. COLE

AUM $92.5MTEAM 5REPS 1

KYLESHILL FINANCIAL PLANNING

COLUMBUS, OH

AUM $92.5MTEAM 1REPS 1

STRAVA FINANCIAL, LLC

WESTLAKE VILLAGE, CA

AUM $92.4MTEAM 2REPS 1

TEKMEN WELLS LLC

New York, NY

AUM $92.4MTEAM 2REPS 2

OPTIMAL WEALTH

SUDBURY, MA

AUM $92.4MTEAM 2REPS 1

ASCENSION FINANCIAL

FORT COLLINS, CO

AUM $92.4MTEAM 4REPS 4

PREMIER SOUTHWEST PLANNING GROUP, LLC

AUM $92.3MTEAM 6REPS 4

PERPETUAL WEALTH ADVISORS, L.L.C.

AUM $92.3MTEAM 1REPS 1

WISCO INVESTMENT MANAGEMENT LLC

MADISON, WI

AUM $92.3MTEAM 2REPS 2

NEWPORT SECURITIES CORPORATION

AUM $92.3MTEAM 1REPS 1

QVG, LLC

AUM $92.3MTEAM 3REPS 3

XALTS

PHILADELPHIA, PA

AUM $92.3MTEAM 7REPS 6

FAMILY PARTNERS CAPITAL, LLC

HAMILTON, MA

AUM $92.3MTEAM 2REPS 3

CARAPACE FINANCIAL ADVISORS LLC

BEDMINSTER, NJ

AUM $92.2MTEAM 5REPS 5

BIG CEDAR INVESTMENT ADVISORS

Scottsdale, AZ

AUM $92.2MTEAM 1REPS 1

ITHAKA FINANCIAL PLANNING, LLC

CHEVY CHASE, MD

AUM $92.2MTEAM 3REPS 3

SOVEREIGN FINANCIAL SERVICES, LLC

PHOENIX, MD

AUM $92.1MTEAM 2REPS 2

IWC ASSET MANAGEMENT LLC

AUM $92.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,647 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,235 FIRMS Over $5BReported AUM2,032 FIRMS

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