RIAs: Under $100M AUM

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

Zimmerman Advisory Group, LLC

Dublin, OH

AUM $31.3MTEAM 1REPS 1

Pinnacle Peak Wealth Management

Scottsdale, AZ

AUM $31.2MTEAM 1REPS 1

Kubo Financial Planning And Investments, LLC

Edina, MN

AUM $31.2MTEAM 1REPS 1

Aber Investments

AUM $31.2MTEAM 1REPS 1

Whiterock Financial, LLC

AUM $31.2MTEAM 1REPS 1

Corlett Financial, Inc.

San Diego, CA

AUM $31.2MTEAM 1REPS 1

The Alchemist Fund

AUM $31.2MTEAM 1REPS 1

Union Capital Management Corp

AUM $31.2MTEAM 1REPS 1

Watershed Wealth Planning LLC

Portland, OR

AUM $31.2MTEAM 1REPS 1

The Swanson Financial Group

AUM $31.2MTEAM 1REPS 1

Whippoorwill Associates Inc

White Plains, NY

AUM $31.2MTEAM 1REPS 2

Seacap Advisors, LLC

Honolulu, HI

AUM $31.2MTEAM 1REPS 1

Marim Wealth Planning

San Mateo, CA

AUM $31.2MTEAM 1REPS 1

Catherine R. Smith, Financial Planner, LLC

Anchorage, AK

AUM $31.2MTEAM 3REPS 1

Frank Ramson, LLC

AUM $31.1MREPS 1

Nathan G. Hanna, LLC

Palm Harbor, FL

AUM $31.1MTEAM 1REPS 2

Bache Capital Management

AUM $31.1MTEAM 1REPS 1

Acara Capital Management, LLC

AUM $31.1MTEAM 1REPS 2

Sahni, Inc.

AUM $31.1MTEAM 2REPS 1

MCA Cross Border Advisors Inc.

Montreal

AUM $31.1MTEAM 24REPS 2

VIM Wealth Management, LLC

Coral Gables, FL

AUM $31.1MTEAM 3REPS 4

Skihawk Capital Partners, LLC

Colorado Springs, CO

AUM $31.1MTEAM 2REPS 2

Altos Financial Management, LLC

San Jose, CA

AUM $31.1MTEAM 2REPS 3

LIN & Company, LLC

AUM $31.1MTEAM 1REPS 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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