RIAs: Under $100M AUM

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

TAG Wealth Advisors

AUM $35.7MTEAM 2REPS 2

Smarter And Wise

AUM $35.7MTEAM 1REPS 1

CTS Consulting, LLC

AUM $35.7MTEAM 1REPS 1

Downie Financial Group

Mission Viejo, CA

AUM $35.7MTEAM 1REPS 1

Kccs Management Inc.

AUM $35.7MTEAM 2REPS 1

MF Advisers, Inc.

AUM $35.7MTEAM 2REPS 2

Komons Financial LLC

Carrollton, TX

AUM $35.7MTEAM 1REPS 1

Dee-Ann R. Fox, Cfp

AUM $35.7MTEAM 1REPS 1

Strongside Asset Management LLC

Oak Brook, IL

AUM $35.6MTEAM 1REPS 1

ICN Holding

Freehold, NJ

AUM $35.6MTEAM 6REPS 2

Dewitt And Dunn Financial Services, LLC

Addison, TX

AUM $35.6MTEAM 3REPS 4

Bridgewise Wealth Management

Troy, MI

AUM $35.6MTEAM 4REPS 1

Westhollow Wealth Management

Milton, GA

AUM $35.6MTEAM 2REPS 2

F3 Capital

Portsmouth, NH

AUM $35.6MTEAM 1REPS 1

Tayan Capital Management, LLC

AUM $35.6MTEAM 2REPS 2

Rabenold Advisors, Inc.

Williamsville, NY

AUM $35.6MTEAM 4REPS 2

Strategic Asset Management, LLC

Belleville, KS

AUM $35.6MTEAM 2REPS 2

Montanari Financial Advisors Inc.

AUM $35.5MTEAM 1REPS 1

Neptune Wealth

Pittsburgh, PA

AUM $35.5MTEAM 5REPS 5

Mohawk Capital Advisors, LLC

AUM $35.5MTEAM 1REPS 1

Palm Springs Advisory LLC

AUM $35.5MTEAM 2REPS 2

G. Douglas Wealth Management

Toms River, NJ

AUM $35.5MTEAM 2REPS 2

SEF Financial

AUM $35.5MTEAM 1REPS 1

Lavish Financial Planning

Morristown, NJ

AUM $35.5MTEAM 4REPS 2

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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