RIAs: Under $100M AUM

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

Rufus Hayes Asset Management, LLC

New Braunfels, TX

AUM $20.3MTEAM 1REPS 1

F2 Wealth

Cincinnati, OH

AUM $20.3MTEAM 1REPS 1

Vision Financial Services, Inc

Mesa, AZ

AUM $20.3MTEAM 1REPS 1

Laughter Financial

AUM $20.3MTEAM 1REPS 1

Teixeira Wealth Management LLC

San Luis Obispo, CA

AUM $20.3MTEAM 2REPS 1

Coastal Wealth Advisory Services, LLC

Lake Mary, FL

AUM $20.3MTEAM 1REPS 1

Jones Capital Advisors, LLC

Murphy, TX

AUM $20.3MTEAM 1REPS 1

Simpson Capital Management

AUM $20.2MTEAM 1REPS 1

Wentsel Wealth Management, LLC

AUM $20.2MTEAM 1REPS 1

Kith & Kin Wealth

AUM $20.2MTEAM 1REPS 1

Think Different Wealth Advisors LLC

AUM $20.2MTEAM 1REPS 1

Sandpiper Capital, LLC

Norfolk, VA

AUM $20.2MTEAM 1REPS 2

Alphaomega Wealth Management, LLC

AUM $20.2MTEAM 1REPS 1

Apogee Tactical

AUM $20.2MTEAM 1REPS 1

Blumberg B+V Advisors, LLC

AUM $20.2MTEAM 1REPS 1

Fintentional LLC

AUM $20.2MTEAM 1REPS 1

Upbeat Financial

AUM $20.2MTEAM 1REPS 1

Vaulkshire Investment Advisors

San Antonio, TX

AUM $20.2MTEAM 1REPS 1

Sharma Associates, Inc.

AUM $20.2MTEAM 1REPS 1

Anova Management

AUM $20.2MTEAM 3REPS 3

O'Brien Capital Advisors, LLC

Sapulpa, OK

AUM $20.2MTEAM 2REPS 2

Quantwealth Advisors LLC

AUM $20.1MTEAM 2REPS 2

RLN Wealth

Plymouth, MN

AUM $20.1MTEAM 1REPS 1

American Elite Advisory

AUM $20.1MTEAM 6REPS 6

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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