RIAs: Under $100M AUM

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

C.T. Kares Advisory Group, Inc.

AUM $7.6MTEAM 1REPS 1

Channel Investment Partners

AUM $7.6MTEAM 2REPS 2

Ethos Financial Planning

AUM $7.6MTEAM 1REPS 1

Atomic Planning LLC

AUM $7.6MTEAM 1REPS 1

Greenwood Wealth Management, LLC

San Francisco, CA

AUM $7.6MTEAM 1REPS 1

Griffon Investment Advisors Incorporated

Troy, MI

AUM $7.6MTEAM 1REPS 1

Pennsylvania Advisory Services, Inc.

AUM $7.6MTEAM 2REPS 1

Tandem Views Investment Services, LLC

Lake Oswego, OR

AUM $7.6MTEAM 1REPS 1

Rimac

AUM $7.6MTEAM 2REPS 2

Fallenbaum Cpa & Advisors, LLC

Plantation, FL

AUM $7.6MTEAM 1REPS 1

Modern Assets, LLC

AUM $7.6MTEAM 1REPS 1

Valor Investment Management

AUM $7.6MTEAM 1REPS 1

Lynch Financial Group

Denver, CO

AUM $7.6MTEAM 2REPS 2

Ravello Partners LLC

Sag Harbor, NY

AUM $7.6MTEAM 1REPS 1

KV Financial Advice LLC

AUM $7.6MTEAM 1REPS 1

Haven Financial Partners LLC

Virginia Beach, VA

AUM $7.6MTEAM 1REPS 1

Finacura Advisory LLC

Cumming, GA

AUM $7.6MTEAM 1REPS 1

Matterhorn Investment Management LLP

London

AUM $7.6MTEAM 3REPS 2

Analogous Investment Management Limited Liability Company

AUM $7.5MTEAM 1REPS 1

Innovative Wealth Management

AUM $7.5MTEAM 4REPS 4

Sentry Capital Management, LLC

AUM $7.5MTEAM 1REPS 1

Fulcrum Wealth Systems, LLC

AUM $7.5MTEAM 1REPS 1

Global Steward Advisors, LLC

Leola, PA

AUM $7.5MTEAM 1REPS 1

JS Wealth Investment Group

AUM $7.5MTEAM 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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