RIAs: Under $100M AUM

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

Ross Financial Group

AUM $14.9MTEAM 2REPS 1

BFA Wealth Management

Boca Raton, FL

AUM $14.9MREPS 1

Elle Investment Group LLC

Greensburg, PA

AUM $14.9MTEAM 1REPS 1

Vinkemulder Financial L.L.C.

AUM $14.9MTEAM 1REPS 2

Global Special Situations Research Co Inc.

New York, NY

AUM $14.9MTEAM 1REPS 1

Beanstox

Montreal

AUM $14.9MTEAM 7REPS 3

A5 Financial LLC

Bothell, WA

AUM $14.9MTEAM 2REPS 2

Alphaplus Wealth Management LLC

AUM $14.8MTEAM 1REPS 1

Grimaldi Investment Services, LLC

AUM $14.8MTEAM 1REPS 1

Sweetgum Laboratories LLC

AUM $14.8MTEAM 1REPS 1

Ferguson Financial Advisors

AUM $14.8MTEAM 1REPS 1

Eighty Rods Advisors

AUM $14.8MTEAM 1REPS 1

Melberth Capital

Sarasota, FL

AUM $14.8MTEAM 1REPS 1

Fhwv Financial LLC

Los Alamitos, CA

AUM $14.8MTEAM 4REPS 4

Fiduciary Organization, LLC

Greenville, SC

AUM $14.8MTEAM 3REPS 3

John Nuckel LLC

AUM $14.8MTEAM 1REPS 1

Azalea Wealth Management LLC

AUM $14.8MTEAM 1REPS 1

Freedom Financial & Business Planning, LLC

AUM $14.8MTEAM 1REPS 1

Cheng Wealth Management, LLC

AUM $14.8MTEAM 1REPS 1

Artais Capital Management, LLC

AUM $14.8MTEAM 1REPS 1

Life Advisors Financial Planning And Wealth Management, LLC

Munfordville, KY

AUM $14.8MTEAM 2REPS 2

The Stewardship Solution

AUM $14.8MTEAM 1REPS 1

Life Unlocked Partners LLC

AUM $14.8MTEAM 3REPS 3

Tidewater Wealth Advisors

AUM $14.8MTEAM 1REPS 1

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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