RIAs: Under $100M AUM

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

Ronald A. Bartlett & Associates, Ltd

Flushing, NY

AUM $13.5MTEAM 2REPS 2

Finn Wealth Management LLC

Spokane, WA

AUM $13.5MTEAM 1REPS 1

Stonehaven Private Wealth Management LLC

AUM $13.5MTEAM 1REPS 3

Dental Retirement Strategies, Inc.

AUM $13.5MTEAM 1REPS 1

Granace Capital LLC

AUM $13.5MTEAM 1REPS 1

Blackbox Capital Management LLC

AUM $13.5MTEAM 1REPS 1

AF Capital Management, LLC

AUM $13.5MTEAM 1REPS 1

Rocky Mountain Humane Investing LLC

AUM $13.5MTEAM 1REPS 1

Irontree Advisors LLC

Clifton, IL

AUM $13.5MTEAM 1REPS 1

ACE Management

East Lansing, MI

AUM $13.5MTEAM 3REPS 3

Main Street Wealth Management, LLC

AUM $13.5MTEAM 1REPS 1

Klaren Capital

AUM $13.5MTEAM 1REPS 1

Tringle JR., John R.

AUM $13.5MTEAM 1REPS 1

Hgturner Associates LLC

AUM $13.5MTEAM 2REPS 2

Ironbound Advisory LLC

AUM $13.5MTEAM 1REPS 1

Well-Planned Financial LLC

Staunton, VA

AUM $13.5MTEAM 1REPS 1

Dunphy Wealth Management, Inc.

Cincinnati, OH

AUM $13.5MTEAM 2REPS 2

Aneuvia Capital

AUM $13.5MTEAM 1REPS 2

Gamsg Financial Advisors LLC

Mcdonough, GA

AUM $13.5MTEAM 1REPS 1

Stream Financial Advice, LLC

AUM $13.5MTEAM 1REPS 1

Evenkiehl, LLC

AUM $13.5MTEAM 1REPS 1

Fiduciary Tactical Strategies, Inc.

Chesterfield, MO

AUM $13.4MTEAM 2REPS 2

Shareks Stock Portfolios

AUM $13.4MTEAM 1REPS 1

Harmonic Capital, LLC

AUM $13.4MTEAM 6REPS 3

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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