RIAs: Under $100M AUM

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

Lion Quest LLC

AUM $6.4MTEAM 1REPS 1

Moss Bay Capital

Kirkland, WA

AUM $6.4MTEAM 1REPS 1

Resource Management LLC

AUM $6.4MTEAM 1REPS 1

Rivetti Investment Services, LLC

AUM $6.4MTEAM 1REPS 1

J Allen Capital Advisors, LLC

AUM $6.4MTEAM 2REPS 1

Mccloskey & Associates, P.A.

Melbourne, FL

AUM $6.3MTEAM 1REPS 1

Latitude Investment Group

Alpharetta, GA

AUM $6.3MTEAM 3REPS 9

Arque Advisors, LLC

AUM $6.3MTEAM 1REPS 1

SOF Spectrum Capital Management, LLC

AUM $6.3MTEAM 1REPS 1

Client First Financial Advisors, LLC

AUM $6.3MTEAM 1REPS 1

Rockhouse Capital, LLC

AUM $6.3MTEAM 1REPS 1

Strategic Financial Planning, Inc.

Minnetonka, MN

AUM $6.3MTEAM 1REPS 1

Turpin & Associates Inc

Indianapolis, IN

AUM $6.3MTEAM 1REPS 2

Davison Wealth Management, LLC

AUM $6.3MTEAM 1REPS 1

Amazonite Investments LLC

AUM $6.3MTEAM 2REPS 2

BRK Wealth Management LLC

AUM $6.3MTEAM 1REPS 1

Ascension Wealth Management

AUM $6.3MTEAM 1REPS 2

Wealth Planning, Inc.

AUM $6.3MTEAM 1REPS 2

Personal Wealth Management, LLC

AUM $6.3MTEAM 1REPS 1

Atlanta Wealth Management, Inc.

AUM $6.3MTEAM 1REPS 1

Cook Financial, LLC

Vernal, UT

AUM $6.3MTEAM 1REPS 1

Freedom Wealth LLC

Appleton, WI

AUM $6.3MTEAM 1REPS 1

Campbell Financial Advisory, LLC

AUM $6.3MTEAM 1REPS 1

Worrell Advisory Services

Branford, CT

AUM $6.3MTEAM 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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