RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

The Retirement Specialist Of Central Ohio

Newark, OH

AUM $18.8MTEAM 3REPS 2

Rain Dog Financial

Bellevue, WA

AUM $18.8MTEAM 1REPS 1

Longest & Young, LLC

Knoxville, TN

AUM $18.8MTEAM 2REPS 2

Otium Advisory Group, LLC

AUM $18.8MTEAM 1REPS 1

X And Y Advisors, Inc.

El Segundo, CA

AUM $18.8MTEAM 2REPS 2

Ryan Heritage, LLP

Saddle Brook, NJ

AUM $18.8MTEAM 7REPS 3

Lifepoint Financial Design

Salt Lake City , UT

AUM $18.8MTEAM 1REPS 1

MLD Investment Advisory, Inc.

Henderson, NV

AUM $18.8MTEAM 1REPS 1

Public Advisors LLC

New York, NY

AUM $18.8MTEAM 44REPS 8

Ruda Financial

AUM $18.8MTEAM 1REPS 1

Migh Financial Planner, LLC

AUM $18.8MTEAM 1REPS 1

Andante Financial

Burlington, MA

AUM $18.8MTEAM 1REPS 1

Panoramic Financial Management

AUM $18.8MTEAM 1REPS 1

Fiduciary Trust Private Wealth Counsel LLC

Springfield, MO

AUM $18.7MTEAM 3REPS 2

HWM Wealth Management LLC

Atlanta, GA

AUM $18.7MTEAM 1REPS 1

Netherby Advisors LLC

AUM $18.7MTEAM 2REPS 2

Wallick Wealth Management

AUM $18.7MTEAM 1REPS 1

East Face LLC

AUM $18.7MTEAM 1REPS 1

Olive Tree Ridge Investment Advisors

AUM $18.7MTEAM 1REPS 1

CMC Advisors LLC

AUM $18.7MTEAM 1REPS 1

Azure Financial Advisors LLC

AUM $18.7MTEAM 1REPS 1

East End Wealth Management

AUM $18.7MTEAM 1REPS 1

Heffernan & Associates, Inc.

Saint Louis, MO

AUM $18.7MTEAM 2REPS 1

Sandman Wealth Management

Tulsa, OK

AUM $18.7MTEAM 1REPS 2

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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