RIAs: Under $100M AUM

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

Strategic Wealth Partners, LLC

AUM $14.2MTEAM 1REPS 1

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

Omelina Group Wealth Management Inc.

AUM $14.2MTEAM 1REPS 1

Scipio Financial LLC

Summerville, SC

AUM $14.2MTEAM 3REPS 2

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

SVN Capital, LLC

AUM $14.1MTEAM 1REPS 1

Etch Financial

Pittsburgh, PA

AUM $14.1MTEAM 2REPS 3

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

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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