RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Financial Guidance Group, LLC

Sylvester, GA

AUM $4MTEAM 1REPS 1

Dollars & Sense Financial Fitness

AUM $4MTEAM 1REPS 1

Castle Advisors Group, LLC

Rochester, NY

AUM $4MTEAM 2REPS 2

Path Wealth Management, LLC

AUM $4MTEAM 1REPS 1

API Capital, LLC

Concord, CA

AUM $4MTEAM 2REPS 2

Langar Investment Management

AUM $4MTEAM 2REPS 3

Capital Wise Advisory

Wesley Chapel, FL

AUM $4MTEAM 1REPS 1

Omega Capital Management LLC

New Albany, OH

AUM $4MTEAM 1REPS 1

DR. Jeff Finance, LLC

AUM $4MTEAM 1REPS 1

Simons Financial Network

AUM $4MTEAM 1REPS 1

Blake Wealth Strategies

AUM $4MTEAM 1REPS 1

System Research, LLC

AUM $4MTEAM 1REPS 1

Faav

AUM $4MTEAM 1REPS 1

Dirigo Investment Advisors, LLC

Santa Monica, CA

AUM $4MTEAM 1REPS 1

EDR Investment Advisors, LLC

Eureka, MT

AUM $4MTEAM 2REPS 2

Noble Financial Advisors LLC

AUM $4MTEAM 1REPS 1

Aligning Wealth

AUM $4MTEAM 1REPS 1

Gunn Financial Advisors, LLC

Safety Harbor, FL

AUM $4MTEAM 1REPS 1

Pinnacle Peak Capital Management LLC

AUM $4MTEAM 1REPS 1

A.M. Perricone LLC

AUM $4MTEAM 1REPS 1

Donovan Legacy Advisors, LLC

AUM $4MTEAM 1REPS 1

Sustainable Wealth Advisory Group

Los Angeles, CA

AUM $4MTEAM 1REPS 1

Tailwind Financial Planning LLC

AUM $4MTEAM 1REPS 1

Denby Financial Services, LLC

AUM $4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

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