RIAs: Under $100M AUM

12,927 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Bounty Management Corp

Boston, MA

AUM $89.5MTEAM 3REPS 3

Treger & Associates

AUM $89.5MTEAM 1REPS 1

Fleming Wealth Management, LLC

Johns Creek, GA

AUM $89.5MTEAM 1REPS 1

KCS Advisors, LLC

Concord, NH

AUM $89.5MTEAM 2REPS 2

Bridge Financial Strategies

Scottsdale, AZ

AUM $89.5MTEAM 4REPS 2

Aldemar Research Corporation

AUM $89.5MTEAM 3REPS 2

Knightsbridge Advisors, Inc.

AUM $89.5MTEAM 1REPS 1

Gateway Wealth, Inc.

AUM $89.5MTEAM 2REPS 1

Intelus Advisory Group, LLC

Birmingham, AL

AUM $89.4MTEAM 3REPS 1

Bearing Financial Advisors, LLC

Austin, TX

AUM $89.4MTEAM 4REPS 4

Conifer Bay Capital LLC

AUM $89.4MTEAM 2REPS 2

Emerald Blue Advisors

Laguna Hills, CA

AUM $89.4MTEAM 4REPS 3

Legacy Group

Tyler, TX

AUM $89.4MTEAM 1REPS 1

Wittenberg Investments Inc.

Troy, MI

AUM $89.3MTEAM 4REPS 3

Fairway Capital Management, LLC

Chicago, IL

AUM $89.3MTEAM 5REPS 5

Financial Resources Group, LLC

Glastonbury, CT

AUM $89.3MTEAM 3REPS 3

Speight Asset Management, LLC

Houston, TX

AUM $89.3MTEAM 2REPS 1

Tradeway

AUM $89.2MTEAM 36REPS 18

Orchard Advisors

AUM $89.2MTEAM 4REPS 3

Colefp

AUM $89.2MTEAM 2REPS 2

Gineris Wealth Management

Dyer, IN

AUM $89.2MTEAM 2REPS 2

Innovative Financial Solutions, Inc.

Chandler, AZ

AUM $89.2MTEAM 1REPS 1

CPR Financial & Insurance Services, Inc.

Prosper, TX

AUM $89.1MTEAM 4REPS 4

Dodge Wealth Management

Foxboro, MA

AUM $89.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,767 FIRMS $500M – $1BReported AUM2,408 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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