RIAs: Under $100M AUM

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

Heritage Private Wealth

Nashville, TN

AUM $14.2MTEAM 1REPS 1

Holistic Finance LLC

AUM $14.2MTEAM 4REPS 4

Stag Rock LLC

AUM $14.2MTEAM 1REPS 1

Oregon Financial Products & Services, LLC

Portland, OR

AUM $14.2MTEAM 1REPS 1

Klahanie Investment LLC

AUM $14.2MTEAM 1REPS 1

Strategic Wealth Partners, LLC

AUM $14.2MTEAM 1REPS 1

The Mcgriff Alliance

Birmingham, AL

AUM $14.2MTEAM 42888630REPS 2

Wealth Management Services,LLC

Springfield, IL

AUM $14.2MTEAM 2REPS 2

Adaptive Financial Design LLC

AUM $14.2MTEAM 1REPS 1

Lone Peak Capital Management, LLC

Lehi, UT

AUM $14.2MTEAM 1REPS 1

MR Advisors, LLC

AUM $14.2MTEAM 1REPS 1

Scipio Financial LLC

Summerville, SC

AUM $14.2MTEAM 3REPS 2

Omelina Group Wealth Management Inc.

AUM $14.2MTEAM 1REPS 1

Prime Solutions Financial Services Corp.

AUM $14.2MTEAM 3REPS 3

Vardon Capital, L.L.C.

AUM $14.2MTEAM 3REPS 2

KSQ Financial Services LLC

AUM $14.2MTEAM 1REPS 1

Fidare Wealth Solutions LLC

New York, NY

AUM $14.2MTEAM 3REPS 2

Century Business & Financial Services

Longboat Key, FL

AUM $14.2MTEAM 2REPS 2

Starboard Wealth Management, LLC

AUM $14.2MTEAM 1REPS 1

Northeast Equity Research Inc.

AUM $14.2MTEAM 1REPS 1

Magnum Financial

AUM $14.1MTEAM 1REPS 1

Sycomore Financial

AUM $14.1MTEAM 1REPS 1

Polaris Investment Partners, Inc

Mount Pleasant, SC

AUM $14.1MTEAM 1REPS 1

Orchestral Financial Group Inc.

Amherst, NY

AUM $14.1MTEAM 2REPS 2

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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