RIAs: Under $100M AUM

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

Fischer Advisors LLC

AUM $13.6MTEAM 1REPS 1

Duke Financial Services

AUM $13.6MTEAM 1REPS 1

Omega Advisers, LLC

AUM $13.6MTEAM 1REPS 1

Robert M Walker & Associates

AUM $13.6MTEAM 2REPS 2

Brookwood Wealth Advisors, LLC

AUM $13.6MTEAM 1REPS 1

Moore Money Advisory

Azusa, CA

AUM $13.6MTEAM 1REPS 1

Defining Legacy Advisors

AUM $13.6MTEAM 1REPS 1

Avidity Capital

Hanford, CA

AUM $13.6MTEAM 1REPS 1

Randall Financial LLC

AUM $13.6MTEAM 1REPS 1

Finnestad Financial

AUM $13.6MTEAM 1REPS 1

Epic Wealth Management LLC

Red Bank, NJ

AUM $13.6MTEAM 3REPS 4

Moneycafe Advisors, LLC

Denver, CO

AUM $13.6MTEAM 1REPS 1

Coalson Financial Services, LLC

Las Cruces, NM

AUM $13.6MTEAM 1REPS 1

Honeytree Investment Management

AUM $13.6MTEAM 3REPS 3

Adams Wealth Management

Amarillo, TX

AUM $13.6MTEAM 1REPS 1

Overseas Capital Management LLC

Jing An District Shanghai

AUM $13.6MTEAM 3REPS 1

Greenwell Capital Management, LLC

AUM $13.6MTEAM 1REPS 1

Asset Accumulation,Protection,Preservation And Transfer, LLC

AUM $13.6MTEAM 1REPS 1

Pierre & Company LLC

AUM $13.6MTEAM 1REPS 3

Wenzel Analytics, Inc.

AUM $13.6MTEAM 1REPS 1

Process Wealth LLC

Roseville, CA

AUM $13.5MTEAM 1REPS 1

Meritum Wealth Management LLC

AUM $13.5MTEAM 3REPS 3

Vermillion Private Wealth

AUM $13.5MTEAM 1REPS 1

Z Advisory Innovations

Waterford, MI

AUM $13.5MTEAM 2REPS 2

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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