RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Shift Fynancial

AUM $28MTEAM 1REPS 1

Schultz Retirement Income Solutions, Inc.

Rockland, ME

AUM $28MTEAM 1REPS 1

Platler Capital Management LLC

AUM $27.9MTEAM 1REPS 1

Stinson Financial Planning

AUM $27.9MTEAM 1REPS 1

Jeffery C. Welch And Associates, Inc.

AUM $27.9MTEAM 2REPS 2

Swell Financial

AUM $27.9MTEAM 1REPS 1

Warren Financial, LLC

Bangor, ME

AUM $27.9MTEAM 1REPS 1

Fair Weather Strategies LLC

AUM $27.9MTEAM 1REPS 1

Howard Financial

Bakersfield, CA

AUM $27.9MTEAM 1REPS 1

North Forty Investment Advisors LLC

AUM $27.9MTEAM 1REPS 1

Yh&C Investments Inc.

AUM $27.9MTEAM 1REPS 1

Buoyant Financial

AUM $27.9MTEAM 1REPS 1

Fiduciary Standard, LLC

AUM $27.9MTEAM 1REPS 1

Nord Associates LLC

AUM $27.8MTEAM 1REPS 1

Richard Veerman

AUM $27.8MTEAM 1REPS 1

A. J. Brooker Financial Associates

Columbia, SC

AUM $27.8MTEAM 3REPS 1

C.J.Gilbert Financial LLC

Weston, MA

AUM $27.8MTEAM 1REPS 1

Insight Financial Strategists

Newton, MA

AUM $27.8MTEAM 3REPS 3

Eckel Financial Advisors

Fair Oaks, CA

AUM $27.8MTEAM 2REPS 2

Eden Advisory Services, LLC

Albany, NY

AUM $27.8MTEAM 3REPS 2

On Target Wealth Partners, LLC

Greenwood, IN

AUM $27.8MTEAM 1REPS 1

Fanclub Sports Capital

AUM $27.8MTEAM 1REPS 1

Vision Tech Financial Advisors

AUM $27.8MTEAM 1REPS 1

North Fork Financial, LLC

Hutchinson, KS

AUM $27.8MTEAM 5REPS 2

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,029 FIRMS

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