RIAs: Under $100M AUM

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

Beacon Rock Wealth Advisors

Camas, WA

AUM $8.8MTEAM 1REPS 1

Make the Memory Financial Planning

AUM $8.8MTEAM 2REPS 2

Reliant Capital Management, LLC

AUM $8.8MTEAM 1REPS 1

Alva Capital Management, LLC

AUM $8.8MTEAM 2REPS 0

Greene & Company Financial Services LLC

AUM $8.8MTEAM 1REPS 1

Stone Wall Money Management LLC

Shelton, CT

AUM $8.8MTEAM 6REPS 6

Investment Advisors of America, LLC

Palm Beach Gardens, FL

AUM $8.8MTEAM 1REPS 1

R&V Personal Finance, LLC

AUM $8.8MTEAM 1REPS 1

Cypress Stone Capital LLC

AUM $8.8MTEAM 1REPS 1

GA Advisors LLC

AUM $8.8MTEAM 1REPS 1

Oliver Regan Advisors, LLC

AUM $8.8MTEAM 1REPS 1

Maxwell Financial Group, Inc

Sherwood, OR

AUM $8.8MTEAM 3REPS 3

Harvest Horizon Wealth Strategies

Amery, WI

AUM $8.8MTEAM 1REPS 1

CIF Advisors Inc.

Sacramento, CA

AUM $8.8MTEAM 2REPS 2

Ataroke Wealth

AUM $8.8MTEAM 1REPS 1

Stonewall Equities, Ltd.

AUM $8.8MTEAM 1REPS 2

Nextgen Financial Advice LLC

AUM $8.8MTEAM 1REPS 1

Fiduciary Counsel, Inc.

AUM $8.8MTEAM 1REPS 1

1823 Wealth Management LLC

AUM $8.8MTEAM 1REPS 1

Ivory Wealth Management Inc.

AUM $8.7MTEAM 1REPS 1

Zuma Capital Management, LLC

Chamblee, GA

AUM $8.7MTEAM 1REPS 1

Walk You to Wealth

AUM $8.7MTEAM 1REPS 1

Considerate Capital, LLC

AUM $8.7MTEAM 1REPS 1

Pension Planning Solutions, Inc.

Greensboro, NC

AUM $8.7MTEAM 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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