RIAs: Under $100M AUM

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

Haven Capital Advisors, LLC

Charlotte, NC

AUM $5.4MTEAM 15REPS 1

Brigman Wealth Management

AUM $5.4MTEAM 1REPS 1

BLK Financial Advisors, LLC

AUM $5.4MTEAM 1REPS 1

Austin Wealth Solutions

Shreve, OH

AUM $5.4MTEAM 3REPS 1

Temperance Wealth Management

AUM $5.4MTEAM 2REPS 1

MP Townsend Financial

Portland, OR

AUM $5.4MTEAM 1REPS 1

Fiat Financial Planners

AUM $5.4MTEAM 1REPS 1

Basile Financial Group, Inc.

Palm Harbor, FL

AUM $5.4MTEAM 2REPS 2

Christiansen Asset Management LLC

Mequon, WI

AUM $5.4MTEAM 1REPS 1

Bluevine Advice

Kansas City, MO

AUM $5.4MTEAM 1REPS 1

Conscious Investment Services, LLC

AUM $5.4MTEAM 1REPS 1

Vault Private Wealth

AUM $5.4MTEAM 1REPS 1

Crawford Capital, LLC

Los Angeles, CA

AUM $5.4MTEAM 1REPS 1

Polaris Wealth Partners

Denver, CO

AUM $5.4MTEAM 1REPS 1

Blom Levy & Co, LLC

AUM $5.4MTEAM 1REPS 2

KMB Wealth Management, LLC

AUM $5.4MTEAM 1REPS 1

Miros Wealth LLC

AUM $5.4MTEAM 2REPS 1

Tower Ridge Investment Management LLC

AUM $5.3MTEAM 1REPS 1

Nomadic Value Partners

AUM $5.3MTEAM 1REPS 1

Barnhart Investment Advisory

AUM $5.3MTEAM 1REPS 1

Parkhurst Consulting Cpa Pc

Cedar Park, TX

AUM $5.3MTEAM 2REPS 1

Stonestreet Financial, Inc.

Stoughton, MA

AUM $5.3MTEAM 1REPS 1

Hensel Capital Management

AUM $5.3MTEAM 1REPS 1

Coulombe And Sons Wealth Management

Woodland Hills, CA

AUM $5.3MTEAM 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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