RIAs: Under $100M AUM

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

Strategic Finance Inc.

Clackamas, OR

AUM $3.7MTEAM 1REPS 1

Firmo Investment Consulting Services

Pasadena, CA

AUM $3.7MTEAM 1REPS 1

Alphatheta Capital LLC

AUM $3.7MTEAM 1REPS 1

Salem Asset Management

AUM $3.7MTEAM 1REPS 1

Meridian Passage

AUM $3.7MTEAM 1REPS 1

Hawk Capital Wealth Management LLC

AUM $3.7MTEAM 1REPS 1

TJW Fiduciary Plan Consultants, LLC

AUM $3.7MTEAM 1REPS 1

Kasanda Capital

New York, NY

AUM $3.7MTEAM 1REPS 1

Delta Financial Advisory

AUM $3.7MTEAM 1REPS 1

Atrium Financial Advisors LLC

AUM $3.7MTEAM 1REPS 2

Baynes Financial LLC

Rancho Cucamonga, CA

AUM $3.7MTEAM 1REPS 1

Beacon Financial Management LLC

AUM $3.7MTEAM 1REPS 1

Assurity Wealth Management

Bradenton, FL

AUM $3.7MTEAM 2REPS 1

Aspen Wealth Advisors LLC

AUM $3.7MTEAM 1REPS 1

Sparrows Financial

AUM $3.7MTEAM 1REPS 1

Mcfarlane Investment Advisory Services Inc.

AUM $3.7MTEAM 1REPS 1

Iron Forge Financial

AUM $3.7MTEAM 1REPS 1

Turnbull Financial Services LLC

AUM $3.6MTEAM 1REPS 1

Legacy Advisors

AUM $3.6MTEAM 1REPS 1

Fraser Asset Management

Las Vegas, NV

AUM $3.6MTEAM 1REPS 1

Ckhfinancial LLC

University City, MO

AUM $3.6MTEAM 1REPS 1

Hall Financial Wellness

Newport Beach, CA

AUM $3.6MTEAM 1REPS 1

Waymaker Financial Planning

Fort Worth, TX

AUM $3.6MTEAM 1REPS 1

Sohum Financial Planning, LLC

Evergreen, CO

AUM $3.6MTEAM 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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