RIAs: Under $100M AUM

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

Fieldstone Money Management, Inc.

AUM $9.7MTEAM 2REPS 2

Epoch Family Wealth

AUM $9.7MTEAM 1REPS 1

SMR Strategic Investments, LLC

AUM $9.7MTEAM 1REPS 1

Bison Wealth Management, LLC

AUM $9.7MTEAM 1REPS 1

Davenport Advisors 14 LLC

Newport Beach, CA

AUM $9.7MTEAM 1REPS 2

Haas Capital Management LLC

Fort Collins, CO

AUM $9.7MTEAM 1REPS 1

Portolan Financial Planning LLC

AUM $9.7MTEAM 1REPS 1

Higher Impact Financial, LLC

Riverside, CA

AUM $9.7MTEAM 1REPS 1

VDB Wealth

AUM $9.7MTEAM 1REPS 1

HDI Capital LLC

AUM $9.7MTEAM 3REPS 4

WRK Investments, LLC

AUM $9.7MTEAM 1REPS 1

Whisper Wealth Builders

AUM $9.7MTEAM 1REPS 1

Bright Forge Capital, LLC

AUM $9.7MTEAM 1REPS 1

Kehoe Investment Services, Inc

AUM $9.7MTEAM 1REPS 1

Forecast Financial LLC

Newberry, FL

AUM $9.7MTEAM 1REPS 1

Young Financial & Insurance Services

AUM $9.7MTEAM 1REPS 1

Total Return Capital

Linthicum Heights, MD

AUM $9.7MTEAM 1REPS 1

Five Stone Capital, LLC

AUM $9.7MTEAM 2REPS 2

Onitus Capital, LLC

Newport Beach, CA

AUM $9.6MTEAM 1REPS 2

Bright Legacy LLC

Chino Hills, CA

AUM $9.6MTEAM 2REPS 2

Elite Wealth Partners, LLC

AUM $9.6MTEAM 1REPS 1

Selah Wealth Advisors

AUM $9.6MTEAM 1REPS 1

Calculated Financial Solutions, LLC

Cedarhurst, NY

AUM $9.6MTEAM 1REPS 1

Spicer Capital

AUM $9.6MTEAM 2REPS 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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