RIAs: Under $100M AUM

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

Blue Ocean Wealth Management, LLC

Clearwater, FL

AUM $23.7MTEAM 1REPS 1

R.O.S. Asset Management

AUM $23.7MTEAM 1REPS 1

Financial Strategies Wealth Management LLC

AUM $23.7MTEAM 2REPS 2

ZIA Investment Advisors

AUM $23.7MTEAM 1REPS 1

Huron Investment Management, Inc.

Chicago, IL

AUM $23.7MTEAM 1REPS 1

Black Diamond Advisory Partners

AUM $23.7MTEAM 1REPS 1

LFN Advisors Inc.

Muskegon, MI

AUM $23.7MTEAM 4REPS 4

West Arbor Solutions, LLC

AUM $23.7MTEAM 2REPS 2

Coleman Advisory, LLC

AUM $23.7MTEAM 1REPS 1

Anchor Wealth Advisor

AUM $23.7MTEAM 1REPS 1

Virtual Investment Planning LLC

AUM $23.7MTEAM 2REPS 1

G.C. Steele & Company

AUM $23.7MTEAM 1REPS 1

Parabolic Asset Management LLC

AUM $23.7MTEAM 1REPS 1

Blueprint Financial Strategies, LLC

Eatonton, GA

AUM $23.7MTEAM 1REPS 1

Newport Investment Advisors, Inc.

Sycamore, IL

AUM $23.6MTEAM 1REPS 1

Blue Jasper Capital LLC

Clermont, FL

AUM $23.6MTEAM 8REPS 5

Rhizome Capital Management LLC

AUM $23.6MTEAM 1REPS 1

Black Oak Investment Management Company

AUM $23.6MTEAM 1REPS 1

Wealtharch Investment Services, LLC

Pasadena, CA

AUM $23.6MTEAM 1REPS 1

Professional Financial Advisors Inc

San Juan Capastrano, CA

AUM $23.6MTEAM 2REPS 2

RMP Financial, Inc.

AUM $23.6MTEAM 1REPS 1

Greystone Investment Advisors, Inc.

Springfield, MO

AUM $23.6MTEAM 1REPS 1

Nomad Capital Group, LLC

AUM $23.6MTEAM 1REPS 1

Agular Asset Management LLC

AUM $23.6MTEAM 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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