RIAs: Under $100M AUM

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

Mandala Financial Advisors LLC

Salida, CO

AUM $25.4MTEAM 1REPS 1

Berkeley Investment Advisors

San Francisco, CA

AUM $25.3MTEAM 1REPS 1

American Market Advisors, Inc.

Shavano Park, TX

AUM $25.3MTEAM 2REPS 2

Certified Wealth Management & Investment LLC

Princeton, NJ

AUM $25.3MTEAM 1REPS 2

PMA Wealth Management

Tustin, CA

AUM $25.3MTEAM 1REPS 1

NAV Wealth Management LLC

AUM $25.3MTEAM 1REPS 1

Safe Money Inc.

AUM $25.3MTEAM 2REPS 2

David Ettl Financial

AUM $25.3MTEAM 1REPS 1

Green Trail Investments, LLC

AUM $25.3MTEAM 1REPS 1

1618 Advisors LLC

Charlotte, NC

AUM $25.3MTEAM 1REPS 1

Dynamique Capital Advisors

AUM $25.3MTEAM 3REPS 3

Integra Wealth

AUM $25.3MTEAM 1REPS 1

Millergroup Investments LLC

Villanova, PA

AUM $25.3MTEAM 1REPS 1

Kindzia Investments

Johns Creek, GA

AUM $25.3MTEAM 1REPS 1

FCG Wealth Management LLC

AUM $25.2MTEAM 1REPS 1

Mars Capital Management LLC

Columbus, GA

AUM $25.2MTEAM 1REPS 1

Ridgewood Wealth Management LLC

Southlake, TX

AUM $25.2MTEAM 2REPS 2

Carolopolis Fiduciary Counsel, Inc.

AUM $25.2MTEAM 1REPS 1

Fruitful

New York, NY

AUM $25.2MTEAM 44REPS 20

Green View Advisors LLC

AUM $25.2MTEAM 1REPS 1

CDB Advisory & Consulting

AUM $25.2MTEAM 1REPS 1

Eureka Wealth Solutions

New York, NY

AUM $25.2MTEAM 2REPS 2

Wealthought LLC

AUM $25.2MTEAM 1REPS 1

Vibrant Wealth

Chandler, AZ

AUM $25.2MTEAM 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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