RIAs: Under $100M AUM

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

Bates Wealth Management, LLC

AUM $15.5MTEAM 2REPS 2

Think Wealth Management

AUM $15.5MTEAM 2REPS 2

Ridley Asset Management, LLC

AUM $15.5MTEAM 2REPS 2

Fg&G Financial Services, LLC

Danvers, MA

AUM $15.5MTEAM 2REPS 2

Carter & Balsam Advisers

AUM $15.5MTEAM 1REPS 1

Wealthmind Financial Planning

AUM $15.5MTEAM 4REPS 1

Remington Wealth Management LLC

AUM $15.5MTEAM 1REPS 1

Southern Magnolia Investment Management LLC

AUM $15.5MTEAM 1REPS 1

AG Wealth Management, Pllc

AUM $15.5MTEAM 2REPS 2

Financial Strategies, LLC

AUM $15.5MREPS 1

Life Moves Wealth Management

Scottsdale, AZ

AUM $15.5MTEAM 1REPS 1

Maclura Investments

AUM $15.5MTEAM 1REPS 1

Rhotopia Financial Advisors

Milton, MA

AUM $15.5MTEAM 12REPS 2

Greg Hodges Financial Advisory

AUM $15.5MTEAM 1REPS 1

Legacy Retirement Advisors

AUM $15.4MTEAM 1REPS 1

Dodok Wealth and Investment Advisors LLC

Dayton, OH

AUM $15.4MTEAM 1REPS 1

Fenwick Investments, LLC

White River Junction, VT

AUM $15.4MTEAM 1REPS 1

Fiduciary Wealth

Bloomington, MN

AUM $15.4MTEAM 1REPS 2

South Texas Advisors for Retirees, LLC

AUM $15.4MTEAM 1REPS 1

Sound Asset Management, Inc.

Mason, OH

AUM $15.4MTEAM 1REPS 1

Journey Capital Advisers, LLC

AUM $15.4MTEAM 1REPS 1

Lifetime Financial Planners LLC

San Antonio, TX

AUM $15.4MTEAM 1REPS 1

CC Investment Advisors, Inc.

Oklahoma City, OK

AUM $15.4MTEAM 2REPS 2

Cwpim

Alpharetta, GA

AUM $15.4MTEAM 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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