RIAs: Under $100M AUM

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

Upraise Wealth Advisory, LLC

AUM $6.3MTEAM 1REPS 1

Onyx Wealth Management, LLC

Durham, NC

AUM $6.3MTEAM 1REPS 1

Highrocks Wealth, LLC

Santa Fe, NM

AUM $6.3MTEAM 1REPS 1

Paulson Private Wealth LLC

AUM $6.3MTEAM 1REPS 1

Warwick Shore Advisors, LLC

Orlando, FL

AUM $6.3MTEAM 2REPS 1

Affinity Financial Solutions, LLC

AUM $6.3MREPS 1

Konza Capital Advisors

AUM $6.3MTEAM 1REPS 1

Sibir Investment Advisors

AUM $6.3MTEAM 1REPS 1

Adventedge Financial, LLC

AUM $6.3MTEAM 1REPS 1

Peridot Capital Management

AUM $6.3MTEAM 1REPS 1

The Bottom Line Wealth Management Ltd.

Toledo, OH

AUM $6.3MTEAM 3REPS 3

Edgar Investment Management LLC

AUM $6.2MTEAM 1REPS 1

Cadenza Financial Planning

AUM $6.2MTEAM 1REPS 1

Graham Financial

AUM $6.2MTEAM 1REPS 1

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

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

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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