RIAs: Under $100M AUM

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

Aceeda Wealth Management, Inc.

Plano, TX

AUM $5.7MTEAM 1REPS 1

Woodlands Capital Management, LLC

Clive, IA

AUM $5.7MTEAM 1REPS 1

Steve Pearson Capital Management LLC

AUM $5.7MTEAM 1REPS 1

Guidance Investments, LLC

Reston, VA

AUM $5.7MTEAM 5REPS 3

Sprylen Wealth Management, LLC

AUM $5.7MTEAM 1REPS 1

ST. Louis Financial Planners Inc.

Chesterfield, MO

AUM $5.7MTEAM 9REPS 4

Farney Private Wealth Management, LLC

Austin, TX

AUM $5.7MTEAM 1REPS 1

MB Financial Planning LLC

AUM $5.7MTEAM 1REPS 1

Dean Peterson Capital Management, LLC

AUM $5.7MTEAM 1REPS 1

CMC Wealth Management, LLC

AUM $5.7MTEAM 1REPS 1

Pragmatic Advisors, LLC

Homer, NY

AUM $5.7MTEAM 2REPS 2

Prosperity Path Advisers, LLC

AUM $5.7MTEAM 1REPS 1

Christia Li Roberts

AUM $5.7MTEAM 1REPS 1

Pearson Asset Management Company

AUM $5.7MTEAM 2REPS 1

BDL Wealth Management Pllc

Billings, MT

AUM $5.6MTEAM 2REPS 2

Advent Capital Strategies, LLC

AUM $5.6MTEAM 1REPS 1

Trident Wealth Management, LLC

Scottsdale, AZ

AUM $5.6MTEAM 1REPS 1

Wrenn House Investments LLC

Winston Salem, NC

AUM $5.6MTEAM 1REPS 1

Ewing Wealth Management

AUM $5.6MTEAM 1REPS 1

PLC Investment Solutions, LLC

AUM $5.6MTEAM 1REPS 1

MAY Tree Financial Planning LLC

AUM $5.6MTEAM 1REPS 1

Ronald Ray Schulze

AUM $5.6MTEAM 1REPS 1

Financial Spectrum Inc.

Jenkintown, PA

AUM $5.6MTEAM 1REPS 1

Lattice Financial, LLC

AUM $5.6MTEAM 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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