RIAs: Under $100M AUM

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

Charleston Equity Partners, LLC

Charleston, SC

AUM $7.9MTEAM 4REPS 4

JM Lotshaw Consulting

AUM $7.9MTEAM 1REPS 1

Desert Financial Planning

Palm Desert, CA

AUM $7.9MTEAM 1REPS 1

The Profolio Group, LLC

AUM $7.9MTEAM 1REPS 1

Optometry Wealth Advisors LLC

AUM $7.9MTEAM 1REPS 1

Antonio Stokes Advisors

Southfield, MI

AUM $7.9MTEAM 1REPS 1

Prince, William L

AUM $7.9MTEAM 1REPS 1

Relion Assets Management, LLC

AUM $7.9MTEAM 1REPS 1

Stratton Capital Management, LLC

AUM $7.9MTEAM 1REPS 1

Cornerstone Investment Services

AUM $7.9MTEAM 1REPS 1

Frank Capital Management LLC

AUM $7.9MTEAM 1REPS 1

Bird Capital Group, Inc.

AUM $7.9MTEAM 1REPS 1

RJ Aubrey Investments Corp.

AUM $7.8MREPS 1

Vest Assured, Inc.

AUM $7.8MTEAM 1REPS 1

ALE LLC

Pleasant Hill, CA

AUM $7.8MTEAM 1REPS 1

Garch Capital LLC

Andover, MA

AUM $7.8MTEAM 1REPS 1

Essex Advisory

Brooklynn, NY

AUM $7.8MTEAM 2REPS 2

Taylor Goddard Investments

AUM $7.8MTEAM 1REPS 1

Legacitree Wealth Management, LLC

Buford, GA

AUM $7.8MTEAM 1REPS 1

Finanz Butik Capital Management, LLC

Coral Gables, FL

AUM $7.8MTEAM 3REPS 3

JOE Carter

AUM $7.8MTEAM 1REPS 1

Foundation Wealth Planning

Salina, KS

AUM $7.8MTEAM 1REPS 1

E. Agustoni, Golden Eagle Services

Urdorf

AUM $7.8MREPS 1

Jackson Financial, Investment & Retirement Services, Inc.

Melbourne, FL

AUM $7.8MTEAM 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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