RIAs: Under $100M AUM

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

Dirigo Private Wealth

Nashville, TN

AUM $24.8MTEAM 1REPS 2

Azalea Capital

Greenville, SC

AUM $24.8MTEAM 8REPS 3

Wesfair Advisory Group, Inc.

Chappaqua, NY

AUM $24.8MTEAM 2REPS 2

Fund Asset Managers

Reno, NV

AUM $24.8MTEAM 8REPS 2

Old Oak Advisors, LLC

Vestavia Hills, AL

AUM $24.8MTEAM 1REPS 1

Sound Financial Advisors, Inc.

AUM $24.8MTEAM 2REPS 2

Lifestyle Financial Strategies, LLC

Middletown, CT

AUM $24.8MTEAM 1REPS 1

Kala Capital

AUM $24.8MTEAM 3REPS 4

Watchtower Wealth Management, Inc.

Elizabethtown, PA

AUM $24.8MTEAM 1REPS 1

The Klausman Group

AUM $24.7MTEAM 1REPS 1

Macro Trend, LLC

AUM $24.7MTEAM 1REPS 1

Carolina Planning Group LLC

AUM $24.7MTEAM 1REPS 1

Modern Wealth LLC

AUM $24.7MTEAM 2REPS 2

Buwick Group Wealth Management, LLC

Norman, OK

AUM $24.7MTEAM 2REPS 2

CST Financial Advisory LLC

AUM $24.7MTEAM 1REPS 1

Durable Dividend Growth Strategies, L.P.

Kemah, TX

AUM $24.7MTEAM 3REPS 3

JHM Asset Management, LLC

AUM $24.7MTEAM 1REPS 1

Foundry Capital Management

AUM $24.7MTEAM 1REPS 1

AQS Management, LLC

Brooklynn, NY

AUM $24.7MTEAM 1REPS 1

Purposeful Planning

Las Vegas, NV

AUM $24.6MTEAM 1REPS 1

Right Tail Capital LLC

AUM $24.6MTEAM 1REPS 1

Alesia Investment Management LLC

AUM $24.6MTEAM 1REPS 1

Saposh & Malter, Inc.

White Plains, NY

AUM $24.6MTEAM 2REPS 2

Santa Monica Wealth Management, LLC

AUM $24.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,654 FIRMS $500M – $1BReported AUM2,404 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,029 FIRMS

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