RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Main Street Financial Advisors

AUM $4.5MTEAM 1REPS 1

Berilium

Lake Forest, CA

AUM $4.5MTEAM 2REPS 2

Sikes Financial Services, LLC

Boca Raton, FL

AUM $4.5MTEAM 1REPS 1

Jean Pierre Masse

Venice, FL

AUM $4.5MTEAM 1REPS 1

Momentum Investment Management, LLC

AUM $4.5MTEAM 1REPS 1

Cystein

AUM $4.5MTEAM 2REPS 2

Borger Capital Management LLC

Wausau, WI

AUM $4.5MTEAM 3REPS 3

Olma Advisors

Los Gatos, CA

AUM $4.4MTEAM 1REPS 2

Income Growth Advisors, LLC

Daniel Island, SC

AUM $4.4MTEAM 1REPS 1

Good News Financial & Investment Advisors, LLC

Largo, MD

AUM $4.4MTEAM 1REPS 1

Wealthguides LLC

Indianapolis, IN

AUM $4.4MTEAM 1REPS 1

Plutus21 Capital Management, L.L.C.

Dallas, TX

AUM $4.4MTEAM 2REPS 2

Harbor Wealth Management

AUM $4.4MTEAM 1REPS 1

AFA Advisors LLC

Larchmont, NY

AUM $4.4MTEAM 2REPS 2

Nested Financial & Tax Planning

AUM $4.4MTEAM 1REPS 1

Stafford Capital Management LLC

Sausalito, CA

AUM $4.4MTEAM 2REPS 2

Clarivor

AUM $4.4MTEAM 1REPS 1

RJ Hill's Financial Services, LLC

Eau Claire, WI

AUM $4.4MTEAM 1REPS 2

Servant Wealth Management, LLC

AUM $4.4MTEAM 1REPS 1

Simpli-Fi Alpha LLC

Denton, TX

AUM $4.4MTEAM 2REPS 2

Enduro Wealth Management, LLC

AUM $4.4MTEAM 1REPS 1

Flomartin Securities Corporation

AUM $4.4MTEAM 1REPS 1

Weather Eye Advisors, Inc.

AUM $4.4MTEAM 2REPS 1

Walsvick Wealth Management

AUM $4.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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