RIAs: Under $100M AUM

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

Foxman Asset Advisors Inc.

Rockville, MD

AUM $32.4MTEAM 3REPS 3

Guidepoint Financial Planning

AUM $32.4MTEAM 1REPS 1

Labrador Investments, LLC

AUM $32.4MTEAM 2REPS 2

Oakview Capital Management, L.P.

Dallas, TX

AUM $32.4MTEAM 1REPS 2

Palmetto Wealth Management, LLC

New Albany, OH

AUM $32.4MTEAM 1REPS 1

Gulf Coast Financial Advisors

Fairhope, AL

AUM $32.4MTEAM 5REPS 2

Financial Solutions

AUM $32.4MTEAM 1REPS 1

Premier Wealth Partners, LLC

Summerville, SC

AUM $32.4MTEAM 4REPS 4

USA Asset Management, LLC

Plano, TX

AUM $32.4MTEAM 3REPS 2

10 Star Asset Management

Carlsbad, CA

AUM $32.4MTEAM 2REPS 2

Capital Alliance Wealth Management

Shavano Park, TX

AUM $32.4MTEAM 1REPS 1

Rocket Capital Management, L.L.C.

Wayzata, MN

AUM $32.4MTEAM 3REPS 2

Bull Market Investment Management, Inc.

Miami, FL

AUM $32.3MTEAM 6REPS 9

Ballheim Financial LLC

AUM $32.3MTEAM 1REPS 1

Glastonbury Cpa's Financial Advisors, LLC

Glastonbury, CT

AUM $32.3MTEAM 1REPS 1

Venn Wealth & Benefit Services, LLC

Altoona, PA

AUM $32.3MTEAM 4REPS 4

Megstar Financial Management Inc.

AUM $32.3MTEAM 1REPS 1

Oberlin Wealth Partners, LLC

Bryan, OH

AUM $32.3MTEAM 3REPS 1

Point Wealth, LLC

Wausau, WI

AUM $32.3MTEAM 1REPS 1

Strategic Wealth Management Solutions, LLC

AUM $32.3MTEAM 1REPS 1

Burl Investment Management, LLC

Lexington, KY

AUM $32.3MTEAM 1REPS 1

Worthview Capital Management LLC

Nashville, TN

AUM $32.3MTEAM 1REPS 1

PCK Investments

AUM $32.3MTEAM 1REPS 1

FIG Tree Wealth Management LLC

Mountainside, NJ

AUM $32.3MTEAM 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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