RIAs: Under $100M AUM

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

Lach Financial

Louisville, KY

AUM $27.6MTEAM 1REPS 1

LAI Capital Management LLC

Irvine, CA

AUM $27.6MTEAM 1REPS 1

Retirement Solutions LLC

Los Angeles, CA

AUM $27.6MTEAM 1REPS 1

Marello Investment Advisors, Inc.

Valley Village, CA

AUM $27.6MTEAM 1REPS 2

Studdard Financial, LLC

Germantown, TN

AUM $27.6MTEAM 1REPS 1

Just Wealth LLC

Pittsfield, MA

AUM $27.5MTEAM 1REPS 1

Cranston Capital Management, LLC

AUM $27.5MTEAM 1REPS 1

Mulberry Capital Management

AUM $27.5MTEAM 1REPS 1

GFM Asset Management LLC

Weinfelden

AUM $27.5MTEAM 3REPS 3

WMW Management, Inc.

Farmington, UT

AUM $27.5MTEAM 1REPS 1

Avenue Retirement Services

AUM $27.5MTEAM 1REPS 1

Darby Wealth Planning LLC

Las Vegas, NV

AUM $27.5MTEAM 1REPS 1

Wealth Acumen, Inc.

AUM $27.5MTEAM 1REPS 1

Wipple Creek, LLC

AUM $27.4MTEAM 1REPS 1

CQL Capital Management

Chesterfield, MO

AUM $27.4MTEAM 4REPS 2

Osborne Capital Management

San Diego, CA

AUM $27.4MTEAM 1REPS 1

Sun Creek Holdings LLC

Coral Gables, FL

AUM $27.4MTEAM 1REPS 2

Wise Stewardship Financial Planning, LLC

AUM $27.4MTEAM 3REPS 1

Blueprint 360 LLC

Houston, TX

AUM $27.4MTEAM 1REPS 1

GC Alternative Management, LLC

AUM $27.4MTEAM 1REPS 1

Aspera Financial, LLC

AUM $27.4MTEAM 1REPS 1

ST Bernard Asset Management, Inc.

Russellville, AR

AUM $27.4MTEAM 1REPS 1

Maidstone Wealth Management, LLC

Cambridge, NY

AUM $27.4MTEAM 1REPS 1

Dendrite Capital, LLC

AUM $27.4MTEAM 1REPS 1

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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