RIAs: Under $100M AUM

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

Trella Wealth

AUM $19.2MTEAM 1REPS 1

Draco Capital Partners, LLC

Taipei City

AUM $19.2MTEAM 1REPS 1

H.I.T. Capital, LLC

AUM $19.2MTEAM 1REPS 1

Toce Financial Group LLC

Mandeville, LA

AUM $19.2MTEAM 3REPS 7

Arizona Wealth Strategies LLC

AUM $19.2MTEAM 1REPS 1

Winchester Capital Services, LLC

AUM $19.2MTEAM 1REPS 1

Ardent Investors, LLC

AUM $19.2MTEAM 1REPS 1

Vector Financial Services, LLC

Syracuse, IN

AUM $19.2MTEAM 1REPS 1

Rock Ridge Wealth LLC

AUM $19.2MTEAM 1REPS 1

Stockbridge Wealth Partners

Birmingham, AL

AUM $19.2MTEAM 1REPS 1

Dale, Barry N.

AUM $19.2MTEAM 1REPS 1

Heritage Financial Advisory, LLC

Jacksonville, FL

AUM $19.2MTEAM 2REPS 2

Rising Tide Wealth Advisory Solutions LLC

Saint Louis, MO

AUM $19.2MTEAM 1REPS 1

Personal Wealth Management Advisors, Inc.

Dublin, OH

AUM $19.2MTEAM 1REPS 1

DC & Associates

Grand Rapids, MI

AUM $19.1MTEAM 1REPS 1

Rainwater Equity LLC

AUM $19.1MTEAM 1REPS 2

RG Capital Management, LLC

AUM $19.1MTEAM 1REPS 1

Thomas Financial Planning, LLC

AUM $19.1MTEAM 1REPS 1

Jpfg Wealth Management, L.L.C.

Charlotte, NC

AUM $19.1MTEAM 1REPS 2

HV Capital Advisors LLC

Dallas, TX

AUM $19.1MTEAM 1REPS 1

Milestone Wealth Strategies

Columbus, OH

AUM $19.1MTEAM 1REPS 1

Obsidian Investment Advisers, LLC

AUM $19.1MTEAM 1REPS 2

Valuengine Capital Management LLC

Melbourne, FL

AUM $19.1MTEAM 2REPS 6

Gage Wealth Management Group

Newtown, PA

AUM $19.1MTEAM 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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