RIAs: Under $100M AUM

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

Lens Investments

AUM $7.1MTEAM 1REPS 1

The Bridge Financial Advisors

AUM $7.1MTEAM 1REPS 1

Peters Financial LLC

AUM $7.1MTEAM 1REPS 1

Adler Financial

AUM $7.1MTEAM 1REPS 1

Green Room Partners LLC

AUM $7.1MTEAM 1REPS 1

Matterhorn Investment Management (Asia) Limited

Hong Kong

AUM $7.1MTEAM 1REPS 2

Retirement Capital Management, LLC

Murfreesboro, TN

AUM $7.1MTEAM 1REPS 2

CRL Advisors

Honolulu, HI

AUM $7.1MTEAM 1REPS 1

Golden State Advisors, LLC

San Mateo, CA

AUM $7.1MTEAM 1REPS 1

Next Level Wealth Management, LLC

AUM $7.1MTEAM 1REPS 1

Meehan, Bernard

AUM $7.1MTEAM 1REPS 1

Spaulding Greene Wealth Management, LLC

AUM $7.1MTEAM 2REPS 2

Mackhouse Capital

Clarksville, IN

AUM $7.1MTEAM 2REPS 2

Full Circle Financial Planning

AUM $7.1MTEAM 1REPS 1

Unity Wealth Partners

Newport Beach, CA

AUM $7.1MTEAM 2REPS 3

Berlin Wealth Group Advisors

Colonia Granada Mexico City

AUM $7.1MTEAM 2REPS 2

Grand Ridge Capital, LLC

AUM $7.1MTEAM 1REPS 1

J.P. Aubry Wealth Advisors, LLC

Orlando, FL

AUM $7.1MTEAM 1REPS 1

Bemrose Consulting, LLC

AUM $7.1MTEAM 1REPS 1

Karp & Associates

AUM $7.1MTEAM 1REPS 1

Synthesis Capital Group

AUM $7.1MTEAM 2REPS 2

Redmont Capital

Birmingham, AL

AUM $7.1MTEAM 4REPS 3

Mende Financial Council, Inc.

AUM $7.1MTEAM 1REPS 1

Cherrywood Private Capital, LLC

AUM $7.1MTEAM 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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