RIAs: Under $100M AUM

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

YZ Financial Advisors LLC

AUM $9.4MTEAM 1REPS 1

Allegiant Financial Advisors, LLC

Miami Beach, FL

AUM $9.4MTEAM 1REPS 1

Valuetree Financial LLC

AUM $9.4MTEAM 1REPS 1

Blue Ridge Investments LLC

AUM $9.4MTEAM 1REPS 1

Wheeler Financial Planning LLC

Saint Charles, MO

AUM $9.4MTEAM 1REPS 1

Index Portfolio Tools Advisors

AUM $9.4MTEAM 1REPS 1

Ujjval Investments, LLC

AUM $9.4MTEAM 1REPS 1

JW Golden Gate Investment, LLC

AUM $9.4MTEAM 1REPS 1

Maney Wealth

San Francisco, CA

AUM $9.4MTEAM 1REPS 1

Kelly & Associates, LLC

AUM $9.4MTEAM 1REPS 2

Real Life Planning

AUM $9.4MTEAM 1REPS 1

49th Parallel Wealth Management

Scottsdale, AZ

AUM $9.4MTEAM 2REPS 2

Stellar Financial Planning

AUM $9.4MREPS 1

Emerald Research Corp.

AUM $9.4MTEAM 1REPS 1

Global Diversified Investments

Newport Beach, CA

AUM $9.4MTEAM 1REPS 1

Wayzata Investment Partners LLC

Wayzata, MN

AUM $9.4MTEAM 4REPS 6

LN Capital Management LLC

AUM $9.4MTEAM 1REPS 1

R.A.I. Financial Services, Inc.

Lynnfield, MA

AUM $9.4MTEAM 3REPS 1

Income Associates

Barrington, RI

AUM $9.4MTEAM 1REPS 1

Foundation Associates Asset Management Inc.

AUM $9.4MTEAM 1REPS 1

Tbms Wealth LLC

AUM $9.4MTEAM 1REPS 1

Longview Financial, Inc.

AUM $9.4MTEAM 1REPS 1

Elgon Financial Advisors

AUM $9.3MTEAM 1REPS 1

Sunflower Financial Planning, LLC

AUM $9.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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