RIAs: Under $100M AUM

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

Kane Financial Planning

AUM $6.2MTEAM 1REPS 1

Stadtler Capital Management, LLC

Fort Worth, TX

AUM $6.2MTEAM 1REPS 1

Westside Financial Advisors LLC

Los Angeles, CA

AUM $6.2MTEAM 1REPS 9

Farview Management, LLC

AUM $6.2MTEAM 1REPS 1

IWD Capital Management, LLC

AUM $6.2MTEAM 1REPS 1

MID Michigan Insurance and Financial Services LLC

Bay City, MI

AUM $6.2MTEAM 2REPS 2

Xantos Labs, LLC

AUM $6.2MTEAM 3REPS 3

Executive Business Financial Planning

AUM $6.2MTEAM 1REPS 1

Schaeffer Financial & Tax, LLC

AUM $6.2MTEAM 1REPS 1

Alpha Initiative

Palo Cedro, CA

AUM $6.2MTEAM 1REPS 2

Tsai Wealth Management

Pasadena, CA

AUM $6.2MTEAM 1REPS 1

Fletcher Wealth Management, Inc.

Kingsport, TN

AUM $6.2MTEAM 1REPS 1

From Planning to Living LLC

AUM $6.2MTEAM 1REPS 1

Legacy Map Design, LLC

Wichita, KS

AUM $6.2MTEAM 2REPS 2

Marshall Wealth Management, LLC

Sugar Land, TX

AUM $6.2MTEAM 1REPS 1

Carvalho Investment Group, LLC

Austin, TX

AUM $6.2MTEAM 1REPS 1

Global Wealth Management

Corona Del Mar, CA

AUM $6.2MTEAM 1REPS 1

Sterling Advisory Services, LLC

San Jose, CA

AUM $6.2MTEAM 1REPS 1

Kraft Capital

Ann Arbor, MI

AUM $6.2MTEAM 2REPS 2

Hexeum Capital

Newport Beach, CA

AUM $6.2MTEAM 1REPS 2

Wonder Wealth LLC

AUM $6.2MTEAM 2REPS 1

Pathway Investments, LLC

AUM $6.2MTEAM 1REPS 1

Holt Wealth Management LLC

Borger, TX

AUM $6.2MTEAM 1REPS 1

Charles Kasner Registered Investment Advisor LLC

AUM $6.2MTEAM 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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