RIAs: Under $100M AUM

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

Qcfo, LLC

AUM $20.6MTEAM 2REPS 3

Brickster Capital LLC

AUM $20.6MTEAM 1REPS 1

Knode Wealth Management LLC

Plano, TX

AUM $20.6MTEAM 1REPS 1

Richard Lees Capital Management

AUM $20.6MTEAM 1REPS 1

Filippini Investment Advisory

Santa Barbara, CA

AUM $20.6MTEAM 2REPS 2

Financial Advantage Advisors Co

AUM $20.6MTEAM 1REPS 1

Reed Financial, LLC

AUM $20.6MTEAM 1REPS 1

Hammond Investment Management, LLC

AUM $20.6MTEAM 1REPS 1

Opcrest Investment Management, LLC

AUM $20.6MTEAM 1REPS 1

Strong Foundation Wealth Management LLC

AUM $20.6MTEAM 1REPS 1

Guinea Value Investments

AUM $20.5MTEAM 1REPS 1

4lb Investments, LLC

AUM $20.5MTEAM 1REPS 1

CCM Investment Management, LLC

New Bedford, MA

AUM $20.5MTEAM 2REPS 2

Spectrum Financial Advisors LLC

AUM $20.5MTEAM 1REPS 1

Echelon Private Wealth LLC

Scottsdale, AZ

AUM $20.5MTEAM 1REPS 1

Evanoff Financial Advisors

Erie, PA

AUM $20.5MTEAM 1REPS 1

J.A. Lawrence Wealth Management

Atlanta, GA

AUM $20.5MTEAM 2REPS 1

Bogle Wealth Management, LLC

Yarmouth Port, MA

AUM $20.5MTEAM 1REPS 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

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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