RIAs: Under $100M AUM

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

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

Bryant Wealth Management, Inc.

AUM $3.9MTEAM 1REPS 1

Synergos Advisory

Seattle, WA

AUM $3.9MTEAM 1REPS 1

None

Panama City, FL

AUM $3.9MTEAM 1REPS 1

Forthright Financial Services

Weatherford, TX

AUM $3.9MTEAM 1REPS 1

Pendex Advisors, LLC

AUM $3.9MREPS 1

Parkwood Capital Management LLC

AUM $3.9MTEAM 1REPS 1

Safety Of Principle Wealth Management, LLC

Coral Springs, FL

AUM $3.9MTEAM 1REPS 1

MAP To Your Wealth LLC

AUM $3.9MTEAM 1REPS 1

Nexjenn Financial Services

AUM $3.9MTEAM 1REPS 1

Vigo Capital LLC

AUM $3.9MTEAM 1REPS 1

Mensah Finance Group, LLC

Atlanta, GA

AUM $3.9MTEAM 1REPS 1

Towerview Capital, LLC

AUM $3.9MTEAM 1REPS 2

Honey Badger Advisors LLC

AUM $3.9MTEAM 1REPS 1

Folsom Wealth Advisors

AUM $3.9MTEAM 1REPS 1

Mark Cernese & Associates

AUM $3.9MTEAM 1REPS 1

Victor Jones Cpa, Pc

Seattle, WA

AUM $3.9MTEAM 1REPS 1

Calrivan Wealth Management

AUM $3.9MTEAM 1REPS 2

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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