RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

JT Asset Allocation LLC

Orland Park, IL

AUM $2.9MTEAM 2REPS 3

Seniorsolutions

AUM $2.9MTEAM 1REPS 1

Reinhart Asset Management LLC

Toledo, OH

AUM $2.9MTEAM 1REPS 1

Fusion Financial

Laguna Hills, CA

AUM $2.9MTEAM 1REPS 1

Blue Canyon Wealth

South Pasadena, CA

AUM $2.9MTEAM 1REPS 1

Hesperian Wealth

AUM $2.9MTEAM 1REPS 1

Baskerville Capital Management, LLC

AUM $2.9MTEAM 1REPS 1

4 Vertical

AUM $2.9MTEAM 1REPS 1

Jackson Peak Capital LLC

Lafayette, CA

AUM $2.9MTEAM 1REPS 1

Magpie Consulting LLC

AUM $2.9MTEAM 1REPS 1

Thrive Portfolios

San Diego, CA

AUM $2.9MTEAM 1REPS 1

Founder ETFs LLC

Dallas, TX

AUM $2.9MTEAM 1REPS 1

Lifestyle Financial Services, LLC

AUM $2.9MREPS 2

Tulip Financial Planning LLC

AUM $2.9MREPS 1

Karstens Wealth

Oak Brook, IL

AUM $2.9MTEAM 1REPS 1

Shore Financial Advisors, LLC

Easton, MD

AUM $2.9MTEAM 1REPS 1

Starbord LLC

AUM $2.9MTEAM 1REPS 1

Jonathan P.Lundmark, Cpa,Cfp

Tyler, TX

AUM $2.9MTEAM 1REPS 1

Lestna Retirement, LLC

AUM $2.9MTEAM 2REPS 2

2020 Financial Planning LLC

Seattle, WA

AUM $2.9MTEAM 1REPS 1

Austec Wealth Management, LLC

AUM $2.9MTEAM 1REPS 1

Golden Jade Capital Management, LLC

AUM $2.9MTEAM 1REPS 1

Premier Wealth Management, LLC

Fort Worth, TX

AUM $2.8MTEAM 2REPS 1

Monticello Financial Advisors

Mount Pleasant, TX

AUM $2.8MTEAM 3REPS 3

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

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