RIAs: Under $100M AUM

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

Imagine Financial Services

AUM $13MTEAM 1REPS 1

4sight Advisors LLC

AUM $13MTEAM 3REPS 3

Ladin Financial Group, Inc.

Coral Gables, FL

AUM $13MTEAM 1REPS 1

Pathways Financial Consulting LLC

AUM $12.9MTEAM 1REPS 1

Packard Wealth Strategies LLC

AUM $12.9MTEAM 1REPS 1

CM First Capital Corp.

Huntington Beach, CA

AUM $12.9MTEAM 2REPS 2

Impact Wealth Group

Fort Worth, TX

AUM $12.9MTEAM 1REPS 1

Compass Advisors LLC

AUM $12.9MTEAM 1REPS 1

Sewickley Financial LLC

Sewickley, PA

AUM $12.9MTEAM 1REPS 1

Chief Capital Management, Inc

AUM $12.9MTEAM 1REPS 1

The Road Ahead Wealth Management LLC

AUM $12.9MTEAM 1REPS 1

Alpha Financial Nordic

Fountain Hills, AZ

AUM $12.9MTEAM 1REPS 1

APP

San Mateo, CA

AUM $12.9MTEAM 1REPS 2

GP Wealth Management, LLC

AUM $12.9MTEAM 1REPS 1

Peabody River Asset Management, LLC

AUM $12.9MTEAM 1REPS 1

Troika Investment Advisors, LLC

AUM $12.9MTEAM 1REPS 1

Qubed Capital, LLC

Oakland, CA

AUM $12.9MTEAM 1REPS 1

Advisors Wealth Management, Inc

AUM $12.9MTEAM 1REPS 1

Dumont Wealth

AUM $12.9MTEAM 1REPS 1

Knight Of California LLC

AUM $12.9MTEAM 1REPS 1

Ames Financial Services

Lakewood, CA

AUM $12.9MTEAM 1REPS 1

Eighth Wonder Investments

Fargo, ND

AUM $12.8MTEAM 2REPS 2

JLP Investments

Jacksonville, FL

AUM $12.8MTEAM 2REPS 2

Bespoke Financial Planning, LLC

AUM $12.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,658 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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