RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Journey Equity Wealth Management LLC

Downey, CA

AUM $10.5MTEAM 2REPS 1

Powder Ridge Capital LP

Sagaponack, NY

AUM $10.4MTEAM 1REPS 1

Symphony One Capital Management, LLC

Dallas, TX

AUM $10.4MTEAM 4REPS 3

Equity Management, Inc.

AUM $10.4MTEAM 1REPS 1

BOW Stream Investments LLC

Southlake, TX

AUM $10.4MTEAM 1REPS 1

Meridian Investment Management, Inc.

AUM $10.4MTEAM 1REPS 1

Envision Planning, LLC

Hendersonville, NC

AUM $10.4MREPS 2

DG Wealth

Venice, FL

AUM $10.4MTEAM 3REPS 3

Fiwheels

AUM $10.4MTEAM 1REPS 1

Petroglyph Wealth

AUM $10.4MTEAM 1REPS 1

Perceptive Wealth Advisors LLC

Houston, TX

AUM $10.4MTEAM 1REPS 1

Financial Consulting Professionals, LLC

Scottsdale, AZ

AUM $10.4MTEAM 1REPS 1

Yongchang Company Inc

Duluth, GA

AUM $10.4MTEAM 1REPS 1

Providence Squared LLC

AUM $10.4MTEAM 1REPS 1

Conservativemoney LLC

Cleveland, OH

AUM $10.4MTEAM 1REPS 1

James Morgan Asset Management, LLC

Broomfield, CO

AUM $10.4MTEAM 1REPS 1

Avalon Wealth Partners

Henderson, NV

AUM $10.4MTEAM 1REPS 1

Grant Asset Management, LLC

AUM $10.4MTEAM 1REPS 1

Longboard Capital Advisors, LLC

AUM $10.4MTEAM 1REPS 1

Bayshore Financial Solutions, LLC

St Petersburg, FL

AUM $10.4MTEAM 1REPS 1

Emmaus Investor Services Corp.

AUM $10.4MTEAM 1REPS 1

Next Step Financial Transitions

AUM $10.4MTEAM 2REPS 2

Plumb Financial

Arlington, TX

AUM $10.4MTEAM 1REPS 1

Premier Choice Wealth Advisors, LLC

Lehi, UT

AUM $10.4MTEAM 1REPS 2

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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