RIAs: Under $100M AUM

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

Fidelity Federal Planning Corp.

Montgomeryville, PA

AUM $3.4MTEAM 1REPS 1

KIN Stewards LLC

AUM $3.4MTEAM 1REPS 1

Echo Financial LLC

Arnold, NE

AUM $3.4MTEAM 1REPS 1

Latticework Investments, LLC

Lafayette, LA

AUM $3.4MTEAM 1REPS 1

Cool Wealth Management

Tempe, AZ

AUM $3.4MTEAM 1REPS 1

Coastal Asset Management LLC

AUM $3.4MTEAM 1REPS 1

Aspen Gold Financial

Brighton, CO

AUM $3.4MTEAM 1REPS 1

Favored Financial Planning

AUM $3.4MTEAM 1REPS 1

Legacy Financial

Front Royal, VA

AUM $3.4MTEAM 1REPS 1

Systematic Wealth Management, Inc.

Glenwood Springs, CO

AUM $3.4MTEAM 1REPS 1

Sustainable Investment Partners LLC

AUM $3.4MTEAM 1REPS 1

Rittenhouse Wealth Management, LLC

Philadelphia, PA

AUM $3.4MTEAM 1REPS 1

Linnard Financial Management & Planning, Inc.

AUM $3.4MTEAM 2REPS 2

GT Wealth LLC

Lebanon, PA

AUM $3.4MTEAM 1REPS 1

Reserve Wealth Planning

AUM $3.4MTEAM 1REPS 1

Thales Investment Services, Inc.

AUM $3.4MTEAM 2REPS 2

Willcox Wealth Management

AUM $3.3MTEAM 1REPS 1

US Growth Partners, LLC

AUM $3.3MTEAM 1REPS 1

JCO Advisors LLC

AUM $3.3MTEAM 1REPS 1

Adaptive Wealth, LLC

AUM $3.3MTEAM 1REPS 1

Santa Cruz Wealth Management Inc.

Westlake Village, CA

AUM $3.3MTEAM 1REPS 1

Webster Wealth Management

AUM $3.3MTEAM 1REPS 1

Sursum Financial LLC

AUM $3.3MTEAM 1REPS 1

Myers, Walter L

AUM $3.3MTEAM 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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