RIAs: Under $100M AUM

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

Main Street Asset Managment

Sherman, TX

AUM $4.6MREPS 1

Acclaro Wealth Management

Walnut Creek, CA

AUM $4.6MTEAM 1REPS 1

Bf, LLC

Houston, TX

AUM $4.6MTEAM 1REPS 1

Advisor One, LLC

Springfield, MO

AUM $4.6MTEAM 1REPS 1

Wayfinder Wealth Warriors LLC

AUM $4.6MTEAM 1REPS 1

Boss Financial Strategies, LLC

AUM $4.6MTEAM 1REPS 2

Strategic Retirement Partners, LLC

Seattle, WA

AUM $4.6MTEAM 1REPS 1

Concentio Capital Management, LLC

Dallas, TX

AUM $4.6MTEAM 1REPS 1

True Riches Financial Planning

Denver, CO

AUM $4.6MTEAM 1REPS 1

The Keminton Group

New York, NY

AUM $4.6MTEAM 1REPS 1

Synergos Capital Management

AUM $4.6MTEAM 1REPS 1

Walnut Hill Wealth Management

AUM $4.6MTEAM 1REPS 1

Sizemore Financial Services

AUM $4.6MTEAM 1REPS 1

Endowbridge Capital, LLC

Princeton, NJ

AUM $4.6MTEAM 1REPS 1

Canny Capital Management, LLC

AUM $4.6MTEAM 1REPS 1

Dvorchak & Associates

AUM $4.6MTEAM 1REPS 1

Prospera Funds, Inc.

Isle Of Palms, SC

AUM $4.6MTEAM 4REPS 4

RJB Investment Advisory Services, LLC

AUM $4.6MTEAM 1REPS 1

Fields Asset Management LLC

AUM $4.6MTEAM 1REPS 1

Advanced Retirement Solutions, Inc.

Little Rock, AR

AUM $4.5MTEAM 2REPS 1

Boston Investment Trust Management, Inc.

Bridgewater, MA

AUM $4.5MTEAM 1REPS 1

M. D. Falk & Company, Inc.

AUM $4.5MTEAM 1REPS 1

Righteous Financial, LLC

Austin, TX

AUM $4.5MTEAM 1REPS 1

Belvedere Wealth Advisors LLC

Miami, FL

AUM $4.5MTEAM 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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