RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Bogle Wealth Management, LLC

Yarmouth Port, MA

AUM $20.5MTEAM 1REPS 1

J.A. Lawrence Wealth Management

AUM $20.5MTEAM 2REPS 1

Curran Financial Partners, LLC

Dripping Springs, TX

AUM $20.5MTEAM 2REPS 2

Boulder Canyon Financial

AUM $20.5MTEAM 1REPS 1

Palmetto Financial Planners LLC

AUM $20.5MTEAM 1REPS 1

Tranquil Path Financial Planning

AUM $20.5MTEAM 1REPS 1

Stanford Pacific Fund Management, LLC

AUM $20.5MTEAM 1REPS 3

Olympia Wealth Management

Lafayette, CA

AUM $20.5MTEAM 1REPS 1

Clear Waters Financial Network LLC

AUM $20.5MTEAM 2REPS 2

Oppna Wealth LLC

Knoxville, TN

AUM $20.5MTEAM 1REPS 1

Rioux & Company, LLC

AUM $20.5MTEAM 1REPS 3

Sprincz Advisory Group, LLC

Littleton, CO

AUM $20.4MTEAM 1REPS 1

Harvest Capital Management, LLC

Quincy, MA

AUM $20.4MTEAM 1REPS 2

Subnani Investment Research, LLC

AUM $20.4MTEAM 1REPS 1

Echo Prudent Capital LLC

AUM $20.4MTEAM 1REPS 1

Farm Girl Capital LLC

Albany, CA

AUM $20.4MTEAM 1REPS 1

Jane Financial, LLC

AUM $20.4MTEAM 2REPS 1

Siegel Asset Management Partners

AUM $20.4MTEAM 2REPS 1

Java Wealth Planning

AUM $20.4MTEAM 2REPS 2

Maven Group LLC

Rancho Santa Fe, CA

AUM $20.4MTEAM 1REPS 1

Portfoliosboston

East Dennis, MA

AUM $20.4MTEAM 1REPS 1

Pagosa Wealth LLC

AUM $20.4MTEAM 1REPS 1

Glean Financial, Inc.

Chattanooga, TN

AUM $20.4MTEAM 2REPS 1

Koda Wealth Management

Abilene, TX

AUM $20.4MTEAM 2REPS 1

Other AUM ranges

$100M – $500MReported AUM7,827 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,036 FIRMS

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