RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

One Wealth Planning LLC

AUM $40.4MTEAM 1REPS 1

Moneywise, Inc.

Lexington, KY

AUM $40.4MTEAM 1REPS 1

Lentz Advisors

Gainesville, FL

AUM $40.4MTEAM 2REPS 2

J.S. Replogle & Associates LLC

AUM $40.4MTEAM 2REPS 2

Omkara Capital LLC

AUM $40.4MTEAM 1REPS 1

Magellan Financial Solutions LLC

Warwick, NY

AUM $40.4MTEAM 1REPS 1

Ballestas Advisors

Miami, FL

AUM $40.4MTEAM 3REPS 3

Schiff Wealth Advisors, LLC

Baltimore, MD

AUM $40.4MTEAM 1REPS 2

Concierge Financial Advisor LLC

AUM $40.4MTEAM 2REPS 2

Lighthouse Swiss Wealth Advisors Ag

Zug

AUM $40.4MTEAM 2REPS 2

Partners Capital, LLC

Franklin, TN

AUM $40.3MTEAM 7REPS 7

Covered Bridge Financial LLC

AUM $40.3MTEAM 1REPS 1

Capital Partners Investment Group

AUM $40.3MTEAM 1REPS 1

Parkmount Financial Partners LLC

Scituate, MA

AUM $40.3MTEAM 1REPS 1

P3 Asset Management

Gig Harbor, WA

AUM $40.3MTEAM 3REPS 2

Pelican Bay Asset Management, Inc.

AUM $40.3MTEAM 1REPS 1

Rothamel Wealth Management, LLC

AUM $40.3MTEAM 1REPS 1

Williams 360 Financial Advisory, LLC

AUM $40.3MTEAM 1REPS 2

Alpha & Omega

La Mesa, CA

AUM $40.3MTEAM 11REPS 5

SW Private Wealth, LLC

Needham, MA

AUM $40.2MTEAM 1REPS 1

Carty Financial, Inc.

AUM $40.2MTEAM 1REPS 1

New Southern Advisory Services

Germantown, TN

AUM $40.2MTEAM 1REPS 2

Greenville Capital

Greenville, SC

AUM $40.2MTEAM 1REPS 1

True Root Financial

AUM $40.2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,409 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,034 FIRMS

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