RIAs: Under $100M AUM

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

Finlayson Financial Planning, Inc.

AUM $10.9MTEAM 1REPS 1

Gerard Asset Management, L.L.C.

AUM $10.9MTEAM 1REPS 1

Delta Hedge Financial

AUM $10.9MTEAM 1REPS 1

Tennessee Valley Investment Management

AUM $10.9MTEAM 1REPS 1

Fineberg Wealth Management, LLC

AUM $10.9MTEAM 1REPS 1

Song Asset Management Co LLC

AUM $10.9MTEAM 1REPS 1

The World Changers Investments, LLC

Miami, FL

AUM $10.9MTEAM 2REPS 2

Arca Archa, LLC

AUM $10.9MTEAM 1REPS 2

C Financial and Tax Associates

Riverside, CA

AUM $10.9MTEAM 1REPS 1

Plimsoll Financial Planning, LLC

AUM $10.9MTEAM 1REPS 1

Hickory Financial Group, LLC

Hickory, NC

AUM $10.9MTEAM 1REPS 1

CTM Financial, LLC

AUM $10.9MTEAM 1REPS 1

Great Lakes Financial Companies Inc.

Twinsburg, OH

AUM $10.9MTEAM 1REPS 1

Cronkhite Wealth Strategies

AUM $10.9MTEAM 1REPS 1

Adaero Capital Management, LLC

AUM $10.9MTEAM 1REPS 1

Ryan Smith Financial Services

AUM $10.9MTEAM 1REPS 1

Fortius Financial Advisors, LLC

Salt Lake City , UT

AUM $10.9MTEAM 4REPS 4

Porter Avenue Capital Management, LLC

Alto Pass, IL

AUM $10.8MTEAM 2REPS 1

Belonging Wealth Management

Longview, TX

AUM $10.8MTEAM 2REPS 2

Harper Capital Partners

AUM $10.8MTEAM 1REPS 1

Balanstone, LLC

Auburndale, MA

AUM $10.8MTEAM 1REPS 1

Neil A Rue, Cfa Investment Advisor

AUM $10.8MTEAM 1REPS 1

Onward Fi, LLC

AUM $10.8MTEAM 1REPS 1

The Independent Financial Group

Simi Valley, CA

AUM $10.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,822 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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