RIAs: Under $100M AUM

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

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

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

Iron Link Capital LLC

AUM $15.4MTEAM 1REPS 1

Gladstone Financial LLC

AUM $15.4MTEAM 1REPS 1

ADS Wealth Management LLC

Hoover, AL

AUM $15.4MTEAM 1REPS 1

The Jaffee Financial Group, Inc.

Hollywood, FL

AUM $15.4MTEAM 1REPS 1

SPP Credit Advisors LLC

New York, NY

AUM $15.4MTEAM 7REPS 3

Battle Green Advisors

AUM $15.4MTEAM 2REPS 2

Kilzer Wealth Management

Carmel, CA

AUM $15.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,772 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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