RIAs: Under $100M AUM

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

Wright Investment Partners LLC

Colonia, NJ

AUM $2.8MTEAM 1REPS 1

Fidelis Fs, LLC

AUM $2.8MTEAM 1REPS 1

Namm Financial LLC

Plantation, FL

AUM $2.8MTEAM 1REPS 1

Wave & Breakout L.L.C.

Orland Park, IL

AUM $2.8MTEAM 1REPS 1

Four Quarters Capital

Lexington, KY

AUM $2.8MTEAM 1REPS 1

Orange County Asset Management

AUM $2.8MTEAM 1REPS 1

Plandeavor

Arlington, VA

AUM $2.8MTEAM 3REPS 2

Balance Investments

AUM $2.8MTEAM 1REPS 1

Independent Investment Advisor, LLC

AUM $2.8MTEAM 1REPS 1

Stratitech Consulting, Inc.

Saint Charles, IL

AUM $2.8MTEAM 1REPS 1

Difi Advisory

AUM $2.8MTEAM 1REPS 1

T Green Wealth Advisors LLC

AUM $2.8MTEAM 1REPS 1

Chiarezza Capital Management, LLC

AUM $2.8MTEAM 1REPS 1

Propel Private Wealth LLC

AUM $2.8MTEAM 1REPS 1

Fusion Planning LLC

AUM $2.8MTEAM 1REPS 1

Finmentum LLC

AUM $2.8MTEAM 1REPS 1

Silverbrook Investment Advisors, Inc.

AUM $2.8MTEAM 1REPS 1

Ingeniq Capital

Bedford, MA

AUM $2.8MTEAM 1REPS 1

Insight Family Financial

Sarasota, FL

AUM $2.8MTEAM 1REPS 1

Socal Planners, Inc

Valencia, CA

AUM $2.8MTEAM 1REPS 1

Highline Private Wealth, LLC

AUM $2.8MTEAM 2REPS 2

Align Financial Planning

Southern Pines, NC

AUM $2.8MTEAM 1REPS 1

DPH Financial

AUM $2.8MTEAM 1REPS 1

Luther Wealth Management

AUM $2.8MTEAM 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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