RIAs: Under $100M AUM

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

Savevest, LLC

AUM $15.3MTEAM 1REPS 1

City Capital Management L.L.C.

AUM $15.3MTEAM 1REPS 1

Clbi Investments Inc

Walnut Creek, CA

AUM $15.3MTEAM 1REPS 1

Peacher, Inc.

Laguna Beach, CA

AUM $15.3MTEAM 1REPS 1

Caterer Goodman Partners Ltd

AUM $15.3MTEAM 2REPS 2

Brecken Capital Advisors, LLC

AUM $15.3MTEAM 1REPS 1

Stono River Wealth Management LLC

AUM $15.3MTEAM 1REPS 1

Nigido Mullin Investment Strategies, LLC

Skillman, NJ

AUM $15.3MTEAM 2REPS 2

Thousand Wealth Management

Chesterfield, MO

AUM $15.3MTEAM 2REPS 2

Antonio Andrade, Cfp

Ukiah, CA

AUM $15.3MTEAM 1REPS 1

Tarragon Capital, LLC

Chattanooga, TN

AUM $15.3MTEAM 1REPS 1

Sustainable Financial Planning

AUM $15.2MTEAM 1REPS 1

Choice Wealth Management, LLC

Johns Creek, GA

AUM $15.2MTEAM 2REPS 1

Longvue Capital Management

AUM $15.2MTEAM 1REPS 1

Vitality Wealth Planning

AUM $15.2MTEAM 1REPS 1

JKG Capital LLC

Westport, CT

AUM $15.2MTEAM 1REPS 1

Celenian Capital, LLC

Miami, FL

AUM $15.2MTEAM 3REPS 2

Azure Sky Financial Life Planning, LLC

AUM $15.2MTEAM 1REPS 1

Clifton, Roger Lambert

AUM $15.2MTEAM 1REPS 1

Sagepro Wealth Management

AUM $15.2MTEAM 1REPS 1

Lucey Wealth Advisors LLC

AUM $15.2MTEAM 4REPS 2

Estep Capital Management

AUM $15.2MTEAM 1REPS 1

University Financial Strategies, LLC

Raleigh, NC

AUM $15.2MTEAM 1REPS 1

Factor Financial

AUM $15.2MTEAM 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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