RIAs: Under $100M AUM

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

Mathews Capital Management

Folsom, CA

AUM $40.5MTEAM 3REPS 1

II Technology, LLC

Austin, TX

AUM $40.5MTEAM 2REPS 2

Keymark Financial

Rolling Hills Estates, CA

AUM $40.5MTEAM 3REPS 1

CAF Investments LLC

Guaynabo, PR

AUM $40.5MTEAM 7REPS 6

Sentinel Wealth Strategies

Idaho Falls, ID

AUM $40.5MTEAM 1REPS 1

Well Spent Wealth Planning

AUM $40.5MTEAM 1REPS 1

Netadvizor Wealth LLC

AUM $40.4MTEAM 3REPS 3

International Financial Planning LLC

AUM $40.4MTEAM 1REPS 1

Heisner Financial, LLC

Saint Louis, MO

AUM $40.4MTEAM 1REPS 1

Core Wealth Consultants, LLC

AUM $40.4MTEAM 1REPS 2

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 2

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

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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