RIAs: Under $100M AUM

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

Fairpoint Wealth Management, LLC

AUM $4.2MTEAM 1REPS 1

Modesto Capital

AUM $4.2MTEAM 1REPS 1

Lambert Capital Management

Santa Barbara, CA

AUM $4.2MTEAM 1REPS 1

Emerald Waves Investments, LLC

AUM $4.2MTEAM 1REPS 1

Rinaudo Capital, LLC

AUM $4.2MTEAM 1REPS 1

Clear Springs Wealth

AUM $4.2MTEAM 1REPS 1

Naperville Private Wealth, LLC

AUM $4.2MTEAM 1REPS 1

Service One Financial

San Juan Capastrano, CA

AUM $4.2MTEAM 1REPS 2

Road Maps Financial Group, LLC

AUM $4.2MTEAM 1REPS 1

Wealth Planning Advisors LLC

AUM $4.1MTEAM 1REPS 1

William D Hughes

AUM $4.1MTEAM 1REPS 1

Section Integrity Wealth Management

AUM $4.1MTEAM 1REPS 1

Blackwood Investment Group, LLC

AUM $4.1MTEAM 1REPS 1

Westchester Wealth Advisors, LLC

Rye Brook, NY

AUM $4.1MTEAM 1REPS 1

Up Financial USA Inc.

Calgary Alberta

AUM $4.1MTEAM 5REPS 2

Artstone Private Wealth

AUM $4.1MTEAM 1REPS 1

Life Planning Agency, Inc

AUM $4.1MTEAM 1REPS 1

Antoine Wealth Management

AUM $4.1MTEAM 1REPS 1

Laurentine Investments LLC

Traverse City, MI

AUM $4.1MTEAM 1REPS 1

Selective Advisors

Bucharest

AUM $4.1MTEAM 1REPS 1

Nandi Pathefinder & Flourish Financial Group

AUM $4.1MTEAM 1REPS 1

Avalon Financial Advisors

Laguna Hills, CA

AUM $4.1MTEAM 1REPS 1

Wealth Pinnacle, Inc.

AUM $4.1MTEAM 1REPS 1

Legacy Trust Advisors LLC

AUM $4.1MTEAM 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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