RIAs: Under $100M AUM

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

Evergreen Capital Holdings, LLC

Newport Beach, CA

AUM $21.4MTEAM 2REPS 1

Kopka Financial, LLC

AUM $21.4MTEAM 1REPS 1

Westlight Wealth

AUM $21.4MTEAM 1REPS 1

Pinedo Financial Services

Roseville, CA

AUM $21.3MTEAM 1REPS 1

Baltimore Avenue Investments, LLC

Towson, MD

AUM $21.3MTEAM 1REPS 1

Center Hill Wealth, LLC

AUM $21.3MTEAM 1REPS 1

Gateway Financial Group, Inc.

Henrico, VA

AUM $21.3MTEAM 1REPS 1

Neat Financial Planning

Falls Church, VA

AUM $21.3MTEAM 1REPS 1

Emerald Separate Account Management LLC

Leola, PA

AUM $21.3MTEAM 5REPS 3

Polley Wealth Management LLC

Orlando, FL

AUM $21.3MTEAM 3REPS 3

Dare Capital Management, LLC

Nags Head, NC

AUM $21.3MREPS 1

Nergard Wealth Management, LLC

AUM $21.3MTEAM 1REPS 1

C2G Capital Management LLC

Summerville, SC

AUM $21.3MTEAM 3REPS 1

Capable Wealth, LLC

Latham, NY

AUM $21.2MTEAM 1REPS 1

Fortuna Investors LLC

Jupiter, FL

AUM $21.2MTEAM 4REPS 4

The Mcgriff Alliance

Birmingham, AL

AUM $21.2MREPS 2

Mountainpoint Investment Advisors

AUM $21.2MTEAM 1REPS 1

Compound Advisory

AUM $21.2MTEAM 1REPS 1

Mandala Wealth Management, LLC

AUM $21.2MTEAM 1REPS 1

Larry Allan Financial Planning Services LLC

AUM $21.2MTEAM 1REPS 1

Carroll Financial Group, Inc.

AUM $21.2MTEAM 1REPS 1

Thomas Paine Investment Advisors

AUM $21.2MTEAM 1REPS 1

Bauer Financial Services, Inc.

AUM $21.2MTEAM 1REPS 1

JTD Financial Services, LLC

Bedford, NH

AUM $21.2MTEAM 2REPS 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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