RIAs: Under $100M AUM

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

Pelican Financial Planning And Wealth, Pllc

Jupiter, FL

AUM $25.5MTEAM 1REPS 1

Retirement Advice LLC

Provo, UT

AUM $25.5MTEAM 1REPS 1

Arman James Investments

AUM $25.5MTEAM 1REPS 1

G.M. Wilson, Private Wealth Management Group

AUM $25.5MTEAM 1REPS 1

Bluemound Asset Management, LLC

AUM $25.5MTEAM 1REPS 1

Kindred Financial LLC

Lakewood, CO

AUM $25.5MTEAM 1REPS 1

Gwynedd Wealth Partners, LLC

Plymouth Meeting, PA

AUM $25.5MTEAM 2REPS 2

Msdr Partners, LLC

AUM $25.5MTEAM 1REPS 1

Charter Advisory Group

Bedminster, NJ

AUM $25.5MTEAM 1REPS 1

Blacksand Capital Management I, LLC

Honolulu, HI

AUM $25.5MTEAM 7REPS 6

Cowling Bay Wealth Management, LLC

AUM $25.5MTEAM 1REPS 1

Platte West Wealth Management, LLC

AUM $25.5MTEAM 1REPS 1

Aria Corporation

AUM $25.5MTEAM 3REPS 1

Trendscast Financial LLC

Eighty Four, PA

AUM $25.4MTEAM 2REPS 2

Glass Lake Wealth Management

AUM $25.4MTEAM 1REPS 1

Oxford Martin, LLC

Wakefield, MA

AUM $25.4MTEAM 1REPS 1

Katz-Moses Financial LLC

AUM $25.4MTEAM 1REPS 1

Duncan Financial Management, Inc.

Saint Louis, MO

AUM $25.4MTEAM 2REPS 2

Ascension Wealth Advisors, LLC

Mount Pleasant, SC

AUM $25.4MTEAM 1REPS 1

Maine Center For Wealth Management, LLC

Augusta, ME

AUM $25.4MTEAM 1REPS 1

Seletto Value LLC

Orlando, FL

AUM $25.4MTEAM 1REPS 3

Mouly Financial Management, Inc.

Davie, FL

AUM $25.4MTEAM 1REPS 1

Advocate Wealth, LLC

Washington, DC

AUM $25.4MTEAM 1REPS 1

Wealthlogic

AUM $25.4MTEAM 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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