RIAs: Under $100M AUM

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

DLW Financial Management, LLC

AUM $9.3MTEAM 1REPS 1

C. O. Overbey, Jr LLC

AUM $9.3MTEAM 1REPS 1

Proactive Wealth Management, Inc.

Draper, UT

AUM $9.3MTEAM 1REPS 1

Spartan Wealth Solutions LLC

AUM $9.3MTEAM 1REPS 1

Von Halle, Allan

AUM $9.3MTEAM 1REPS 1

Vestwyze, LLC

Orlando, FL

AUM $9.3MTEAM 2REPS 2

MTH Trading & Capital Management, LLC

AUM $9.3MTEAM 1REPS 1

Gaard Capital LLC

AUM $9.3MTEAM 1REPS 1

Main Street Investments

AUM $9.3MTEAM 1REPS 1

Bragg Comer Financial Advisors, LLC

AUM $9.3MTEAM 1REPS 1

Empowerment Financial Advisors LLC

Irving, TX

AUM $9.3MTEAM 1REPS 1

Goalfocus Financial, LLC

Aventura, FL

AUM $9.3MTEAM 1REPS 1

KMR Financial Advisory, Inc.

AUM $9.3MTEAM 1REPS 1

CLW Financial Planning LLC

AUM $9.3MTEAM 1REPS 1

Plan2prosper LLC

Andover, NJ

AUM $9.3MTEAM 2REPS 2

Rich Michaels Investments, LLC

AUM $9.3MTEAM 1REPS 1

Vetworth

Peachtree City, GA

AUM $9.3MTEAM 1REPS 1

Catey, Inc.

AUM $9.3MTEAM 2REPS 2

Robert Bishop Financial Planning & Services

Tampa, FL

AUM $9.3MTEAM 1REPS 1

Double Seven Wealth Group, LLC

Amarillo, TX

AUM $9.3MTEAM 1REPS 1

Chieco Capital Management, LLC

AUM $9.3MTEAM 1REPS 1

Indie Financial Planning

AUM $9.3MTEAM 1REPS 1

Integrated Wealth Solutions, LLC

Manalapan, NJ

AUM $9.3MTEAM 1REPS 1

Maxwell Investment Advisory Services

Troy, MI

AUM $9.2MTEAM 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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