RIAs: Under $100M AUM

12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

SHELTON FINANCIAL ADVISORS, LLC

AUM $89.9MTEAM 1REPS 1

TWM WEALTH MANAGEMENT CORP

WEST LINN, OR

AUM $89.9MTEAM 2REPS 2

SPRECKELS WEALTH MANAGEMENT

AUM $89.9MTEAM 1REPS 1

HYPERION FINANCIAL

SHILLINGTON, PA

AUM $89.8MTEAM 3REPS 3

EQUITTA ADVISORS LLC

MILFORD, OH

AUM $89.8MTEAM 2REPS 2

MCN INVESTMENT MANAGEMENT CO.

TROY, MI

AUM $89.8MTEAM 1REPS 1

HEYMAN WEALTH MANAGEMENT, LLC

ENCINO, CA

AUM $89.8MTEAM 2REPS 2

PICHARDO ASSET MANAGEMENT, S.A. DE C.V.

MEXICO CITY

AUM $89.8MTEAM 8REPS 3

PATHFINDER FINANCIAL SERVICES, LLC

AUM $89.7MTEAM 2REPS 2

DREW WEALTH MANAGEMENT

PORTSMOUTH, NH

AUM $89.7MTEAM 1REPS 1

WINGSTEM WEALTH, LLC

WEST COLUMBIA, SC

AUM $89.7MTEAM 8REPS 2

THE BARAN JAMES COMPANY, INC.

PITTSBURGH, PA

AUM $89.7MTEAM 1REPS 1

POTOMAC WEALTH MANAGEMENT LLC

GREAT FALLS, VA

AUM $89.7MTEAM 2REPS 2

AUXAN CAPITAL ADVISORS, LLC

SPRINGFIELD, MO

AUM $89.6MTEAM 8REPS 9

BRC MANAGEMENT LLC

AUM $89.6MTEAM 1REPS 1

OXFORD CHASE ADVISORS LLC

AUM $89.6MTEAM 3REPS 3

RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC

TUCSON, AZ

AUM $89.6MTEAM 5REPS 2

KELLY FINANCIAL GROUP LLC

ENCINITAS, CA

AUM $89.6MTEAM 1REPS 1

JOHN-LUKE FINANCIAL, LLC

THE WOODLANDS, TX

AUM $89.6MTEAM 2REPS 2

GRANTHAM POOLE ADVISORS, LLC

RIDGELAND, MS

AUM $89.6MTEAM 2REPS 2

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

Other AUM ranges

$100M – $500MReported AUM7,647 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,235 FIRMS Over $5BReported AUM2,032 FIRMS

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