RIAs: Under $100M AUM

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

Fortis Wealth Management, LLC

American Fork, UT

AUM $7.3MTEAM 1REPS 1

Lewis-Berkeley Asset Management

AUM $7.3MTEAM 2REPS 1

On Keel Capital

AUM $7.3MTEAM 1REPS 1

The Tiny House Adviser

AUM $7.3MTEAM 1REPS 1

Level Up Financial Planning, LLC

AUM $7.3MTEAM 1REPS 1

Pembroke Wealth Management, LLC

Wilmington, NC

AUM $7.3MTEAM 1REPS 1

Lakewealth Capital, LLC

AUM $7.3MTEAM 1REPS 1

First Fidelity Group LLC

AUM $7.3MTEAM 1REPS 1

Phase Line Financial

AUM $7.3MTEAM 1REPS 1

BDC Investment Advisors, LLC

AUM $7.3MTEAM 2REPS 2

Global Autotrading

AUM $7.3MTEAM 2REPS 2

Hartman Financial Planning

Santa Clarita, CA

AUM $7.3MTEAM 1REPS 1

Legacy Financial Solutions, Inc.

Manchester, NH

AUM $7.3MTEAM 2REPS 2

DON Brown - Investment Advisor, LLC

AUM $7.3MTEAM 1REPS 1

Wuenschell Financial Services LLC

AUM $7.3MTEAM 1REPS 1

Prosperitage Wealth

AUM $7.3MTEAM 3REPS 1

Quantumleap Wealth Management, LLC

Saint Charles, MO

AUM $7.3MTEAM 1REPS 1

RJ Pace Financial

AUM $7.3MTEAM 1REPS 1

CRU Wealth Management

AUM $7.3MTEAM 1REPS 1

Serene Wealth Planning, LLC

Everett, WA

AUM $7.3MTEAM 1REPS 1

Priority Investment Management LLC

AUM $7.3MTEAM 1REPS 1

Financial Growth Management Inc.

AUM $7.3MTEAM 1REPS 2

Longhouse Wealth Management

Encinitas, CA

AUM $7.3MTEAM 2REPS 2

MT Ryan, Inc.

San Clemente, CA

AUM $7.2MTEAM 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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