RIAs: Under $100M AUM

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

SVN Capital, LLC

AUM $14.1MTEAM 1REPS 1

Etch Financial

Pittsburgh, PA

AUM $14.1MTEAM 2REPS 3

ZEN Financial Planning, LLC

York, ME

AUM $14.1MTEAM 1REPS 1

Investment Management 911

AUM $14.1MTEAM 1REPS 1

Jabez Financial, LLC

Uncasville, CT

AUM $14.1MTEAM 3REPS 2

Guidici Wealth Management LLC

Warwick, RI

AUM $14.1MTEAM 2REPS 2

BTV Capital LLC

AUM $14.1MTEAM 1REPS 1

DBM Planning, LLC

AUM $14.1MTEAM 1REPS 1

Financial Planning Partners

AUM $14.1MTEAM 1REPS 1

Quantitative Solutions, LLC

AUM $14.1MTEAM 1REPS 1

Goodrich Financial Group, LLC

Escondido, CA

AUM $14.1MTEAM 2REPS 2

Grove Wealth Management, LLC

Miami, FL

AUM $14.1MTEAM 1REPS 1

Attainment Asset Management LLC

AUM $14.1MTEAM 1REPS 1

American Freedom Investments, LLC

Wichita, KS

AUM $14.1MTEAM 1REPS 1

Acsb Capital Management, LLC

AUM $14.1MTEAM 1REPS 1

Praesideo Management, LLC

Ogden, UT

AUM $14.1MREPS 1

The Herzfeld Group

Largo, FL

AUM $14MTEAM 1REPS 1

Sona Wealth, Sona Wealth Management, Sona Wealth Advisors

AUM $14MTEAM 1REPS 1

Personal Wealth Planning, LLC

Hollywood, FL

AUM $14MTEAM 1REPS 1

Kidd Financial Planning, LLC

Livonia, MI

AUM $14MTEAM 4REPS 3

Long Run Financial, Ltd

AUM $14MTEAM 1REPS 1

Estuary Financial LLC

AUM $14MTEAM 1REPS 1

Veridian Private Wealth Management

Warrenville, IL

AUM $14MTEAM 1REPS 1

Arlington Wealth Planning, LLC

AUM $14MTEAM 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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