RIAs: Under $100M AUM

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

JW Hall Financial LLC

San Antonio, TX

AUM $6.5MTEAM 1REPS 1

Henley Advisors, LLC

Lakeland, FL

AUM $6.5MTEAM 1REPS 1

Pilot Wealth Strategies

AUM $6.5MTEAM 1REPS 1

MG Financial Services

AUM $6.4MTEAM 1REPS 1

Investment Capital Management, Inc.

Clinton, NJ

AUM $6.4MTEAM 1REPS 1

Mahaffey Financial LLC

AUM $6.4MTEAM 1REPS 1

Wealthjar Investment Advisory, LLC

Honolulu, HI

AUM $6.4MTEAM 11REPS 9

Lake State Financial Inc

AUM $6.4MTEAM 1REPS 1

Anchory, LLC

AUM $6.4MTEAM 1REPS 1

Advanced Practice Planning, LLC

AUM $6.4MTEAM 1REPS 1

Twelve Two Capital LLC

AUM $6.4MTEAM 1REPS 1

O'Hara Wealth Management Inc

Port Jefferson Station, NY

AUM $6.4MTEAM 1REPS 1

Cornerstone Financial Advisors Ltd.

Henderson, NV

AUM $6.4MTEAM 1REPS 1

Blueprint Retirement Advisors LLC

Palestine, TX

AUM $6.4MTEAM 1REPS 1

Pacific Point Wealth Management

Carlsbad, CA

AUM $6.4MTEAM 5REPS 5

Schemco, LLC

AUM $6.4MTEAM 1REPS 1

Sierra Shore Financial

Pismo Beach, CA

AUM $6.4MTEAM 2REPS 1

N.A. Silva & Company, Inc.

AUM $6.4MTEAM 1REPS 1

Djpuff Advisors Group, Inc.

Camillus, NY

AUM $6.4MTEAM 3REPS 1

Back Bay Advisors, LLC

AUM $6.4MTEAM 2REPS 2

Chatham Wealth ManagemenT. LLC

AUM $6.4MTEAM 1REPS 1

Wise Wealth Management

Fort Wayne, IN

AUM $6.4MTEAM 1REPS 1

Byerly Investment Management Inc.

AUM $6.4MTEAM 1REPS 2

Red Griffin Wealth Management LLC

AUM $6.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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