RIAs: Under $100M AUM

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

FS Financial Advisors, LLC

Dallas, TX

AUM $17.2MTEAM 4REPS 2

Grant Financial Group

Elberta, AL

AUM $17.2MTEAM 1REPS 1

Upward Financial Planning

Vinton, VA

AUM $17.2MTEAM 2REPS 1

ME Financial, Pllc

Phoenix, AZ

AUM $17.2MTEAM 1REPS 1

Efficient Market Investments, LLC

AUM $17.2MTEAM 1REPS 1

Two Palms Financial

AUM $17.2MTEAM 1REPS 1

Convergence Wealth Partners LLC

Redding, CA

AUM $17.2MTEAM 1REPS 1

Atlas Capital

AUM $17.2MTEAM 5REPS 5

Intelligent Investments

Sioux Falls, SD

AUM $17.1MTEAM 1REPS 1

The Gold Company

AUM $17.1MTEAM 1REPS 1

Hozie Consulting

AUM $17.1MTEAM 1REPS 1

Black Sea Gold Advisors LLC

Kingston, NY

AUM $17.1MTEAM 1REPS 1

Irving Advisory Group, LLC

San Marcos, CA

AUM $17.1MTEAM 1REPS 1

Emerald Hills Capital, LLC

AUM $17.1MTEAM 1REPS 1

Insurawealth, LLC

AUM $17.1MTEAM 1REPS 1

FSC Advisors LLC

North Canton, OH

AUM $17.1MTEAM 1REPS 1

Ponderosa Investment Group, LLC

AUM $17.1MTEAM 1REPS 1

Cogent Investment Advisors LLC

AUM $17.1MTEAM 1REPS 1

Sego Wealth Management, LLC

Collierville, TN

AUM $17.1MTEAM 1REPS 1

Matrix Private Wealth Management Inc.

New Hyde Park, NY

AUM $17.1MTEAM 2REPS 2

Convergent Capital Partners, LLC

Boston, MA

AUM $17.1MTEAM 1REPS 1

Hudson Capital Management Inc.

Irvington, NY

AUM $17.1MTEAM 1REPS 1

Revisionist Wealth Advisors, LLC

Downingtown, PA

AUM $17.1MTEAM 1REPS 1

Cultivate Financial Wellness, LLC

AUM $17.1MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,036 FIRMS

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