RIAs: Under $100M AUM

12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Zenith Financial Planning Inc

AUM $42.2MTEAM 1REPS 1

Edgewater Asset Management

Virginia Beach, VA

AUM $42.2MTEAM 2REPS 2

Western Reserve Wealth Management LLC

AUM $42.2MTEAM 1REPS 1

Paramount Investment Advisors

Buford, GA

AUM $42.2MTEAM 1REPS 1

TRS Advisors, LLC

Fort Worth, TX

AUM $42.1MTEAM 3REPS 3

Simpleadvisory LLC

Garden City, NY

AUM $42.1MTEAM 3REPS 2

Curated Wealth Solutions, LLC

AUM $42.1MTEAM 1REPS 1

Mission Street Wealth Planning

Pasadena, CA

AUM $42.1MTEAM 3REPS 3

Guide Wealth Management

AUM $42.1MTEAM 2REPS 1

Encore Investment Advisors, LLC

AUM $42.1MTEAM 1REPS 1

IQ Portfolios

Windermere, FL

AUM $42.1MTEAM 1REPS 1

Affinity Financial - The Walker Group LLC

AUM $42.1MTEAM 1REPS 1

Oak Grove Management LLC

Greenwich, CT

AUM $42.1MTEAM 1REPS 1

Power Investing

AUM $42.1MTEAM 1REPS 1

Qapital Invest, LLC

New York, NY

AUM $42.1MTEAM 9REPS 6

Paragon Capital Advisors, LLC

AUM $42.1MTEAM 1REPS 2

Confidant Financial Solutions, LLC

AUM $42MTEAM 1REPS 1

Expected Value Management LLC

AUM $42MTEAM 1REPS 1

Kindness Financial Planning

AUM $42MTEAM 1REPS 1

Maguire Asset Management, LLC

Oak Brook, IL

AUM $42MTEAM 1REPS 1

Speiro Investments, LLC

AUM $42MTEAM 1REPS 1

Guerra Investment Advisors

El Paso, TX

AUM $42MTEAM 4REPS 2

Cigx, LLC

Atlanta, GA

AUM $42MTEAM 2REPS 3

Panos Financial Partners, LLC

Boston, MA

AUM $42MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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