RIAs: Under $100M AUM

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

Rock One Advisors, LLC

AUM $3.8MTEAM 1REPS 1

Waterside Investment Advisers LLC

Sarasota, FL

AUM $3.8MTEAM 1REPS 1

Arete Asset Management, LLC

AUM $3.8MTEAM 1REPS 1

Team Financial Planning

AUM $3.8MTEAM 1REPS 1

Inside Arbitrage Advisors, LLC

AUM $3.8MTEAM 1REPS 1

Ashcraft Wealth Advisors LLC

AUM $3.8MTEAM 1REPS 2

Investifi Wealth Management LLC

AUM $3.8MTEAM 1REPS 1

Minorkey Management

AUM $3.8MTEAM 1REPS 1

Grosso Wealth Management LLC

AUM $3.8MTEAM 1REPS 1

Sonder Partners, LLC

AUM $3.8MTEAM 2REPS 2

Boatman Wealth Management, LLC

Monessen, PA

AUM $3.8MTEAM 2REPS 1

CLC Capital Management

Grand Junction, CO

AUM $3.8MREPS 1

Scott Financial Resources LLC

Hanover, PA

AUM $3.7MTEAM 1REPS 1

Integritas Wealth Strategies, LLC

Charleston, SC

AUM $3.7MTEAM 4REPS 4

Link Asset Management LLC

Soldotna, AK

AUM $3.7MTEAM 1REPS 1

Three Circles Capital Management, LLC

AUM $3.7MTEAM 1REPS 1

Clairalpha Advisors LLC

Frisco, TX

AUM $3.7MTEAM 1REPS 1

RHG Advisors LLC

AUM $3.7MTEAM 1REPS 1

Monterra Advisors, LLC

Orlando, FL

AUM $3.7MTEAM 1REPS 1

Imagine Math

Moorpark, CA

AUM $3.7MTEAM 1REPS 1

Key Wealth Partners, LLC

AUM $3.7MTEAM 1REPS 1

Small Victories Wealth

AUM $3.7MTEAM 1REPS 1

Brol Capital Management, LLC

AUM $3.7MTEAM 1REPS 1

Forward Financial Planning

AUM $3.7MTEAM 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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