RIAs: Under $100M AUM

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

Shepherd's Financial LLC

Knoxville, TN

AUM $8.3MTEAM 1REPS 1

KIM Knotts, Ria

Folsom, CA

AUM $8.3MTEAM 1REPS 1

National Christian Financial Advisors, Inc

AUM $8.3MTEAM 1REPS 3

Lattanzi Financial Services LLC

Revere, MA

AUM $8.3MTEAM 2REPS 3

Kleinsmith Resource Management, LLC

AUM $8.3MTEAM 1REPS 1

Horizon Advisors, LLC

Rome, GA

AUM $8.3MTEAM 1REPS 1

Alpenglow Advisors LLC

AUM $8.3MTEAM 1REPS 1

Therawealth, LLC

AUM $8.3MTEAM 1REPS 1

RCS Financial Advisors, Ltd

AUM $8.3MTEAM 1REPS 1

The Real Wealth Coterie

AUM $8.3MTEAM 1REPS 1

Monroe Financial Inc.

Chicago, IL

AUM $8.3MTEAM 1REPS 1

M.D. Sass-Macquarie Financial Strategies Management Company, LLC

New York, NY

AUM $8.3MTEAM 6REPS 5

U.S Cherry LLC

St Petersburg, FL

AUM $8.3MTEAM 1REPS 2

Bonneville Multi-Family Office

AUM $8.3MTEAM 1REPS 1

Reach One Teach One Financial

Phoenix, AZ

AUM $8.3MTEAM 1REPS 1

Ades Wealth Management Inc.

Allenhurst, NJ

AUM $8.3MTEAM 1REPS 2

Mccann Investment Management LLC

Lodi, CA

AUM $8.3MTEAM 1REPS 1

Adaptive Advice, LLC

Omaha, NE

AUM $8.3MTEAM 4REPS 3

Harvest Financial Planning Associates, LLC

AUM $8.3MTEAM 1REPS 1

Intergeneration Capital Management, LLC

Boston, MA

AUM $8.3MTEAM 3REPS 2

Schumpert Investments, LLC

AUM $8.3MTEAM 1REPS 1

Healthy Wealth

AUM $8.3MTEAM 1REPS 1

RLS Financial Group, Inc.

AUM $8.3MTEAM 1REPS 1

Alpha Prime Capital, LLC

AUM $8.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,655 FIRMS $500M – $1BReported AUM2,396 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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