RIAs: Under $100M AUM

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

Trowbridge Capital Partners LLC

AUM $25.8MTEAM 1REPS 4

Berger Asset Management, Inc.

Turlock, CA

AUM $25.8MTEAM 1REPS 1

JKD Financial

Springfield, MO

AUM $25.8MTEAM 1REPS 1

Upstream Financial Advisors LLC

AUM $25.8MTEAM 2REPS 2

Iacangelo Financial Group, LLC

Portsmouth, NH

AUM $25.8MTEAM 1REPS 1

Wealthcare Financial Group, Inc.

Peachtree City, GA

AUM $25.8MTEAM 6REPS 7

Blackmore Financial Solutions

Bozeman, MT

AUM $25.8MTEAM 2REPS 2

MAP Funds Management, LLC

Marblehead, MA

AUM $25.8MTEAM 4REPS 3

Impact Financial

AUM $25.8MTEAM 2REPS 2

Buena Vista Investment Management LLC

Wisconsin Rapids, WI

AUM $25.7MTEAM 1REPS 1

Provident Wealth Management Inc

Erie, PA

AUM $25.7MTEAM 1REPS 2

Fee-Only Financial Advisors, LLC

AUM $25.7MTEAM 1REPS 1

Pacific Investment Advisors, LLC

AUM $25.7MTEAM 1REPS 1

Hark Financial Planning

AUM $25.7MTEAM 1REPS 1

Equilus Group Inc

Wenatchee, WA

AUM $25.7MTEAM 6REPS 3

STU Hawver, Cfa, Mba, LLC

AUM $25.7MTEAM 1REPS 1

The Alchemists, LLC

AUM $25.7MTEAM 3REPS 2

West Pine 43 LLC

West Palm Beach, FL

AUM $25.7MTEAM 1REPS 1

7summit Advisors, LLC

Los Angeles, CA

AUM $25.7MTEAM 3REPS 2

Krowten Equities

Birmingham, AL

AUM $25.7MTEAM 1REPS 1

Frew Street Capital

AUM $25.7MTEAM 1REPS 1

Colville Wealth Advisory, LLC

Charlotte, NC

AUM $25.7MTEAM 1REPS 1

Spectrum Advisers, LLC

AUM $25.7MTEAM 1REPS 1

Demers Financial Planning

North Andover, MA

AUM $25.7MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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