RIAs: Under $100M AUM

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

JLM Advisors LLC

AUM $2.4MTEAM 1REPS 1

Top Shelf Advisors

AUM $2.4MTEAM 1REPS 1

Stamper Capital & Investments, Inc.

AUM $2.4MTEAM 1REPS 1

TRJ Wealth Management, Inc.

AUM $2.4MTEAM 1REPS 1

Whtg Wealth Management, LLC

AUM $2.4MTEAM 1REPS 1

Bryan Advisory Services, LLC

Canonsburg, PA

AUM $2.4MTEAM 1REPS 1

Wingate Capital Advisors LLC

Tulsa, OK

AUM $2.4MTEAM 2REPS 2

Aztec Capital LLC

AUM $2.4MTEAM 1REPS 1

Shehu Asset Management, LLC

Southbury, CT

AUM $2.4MTEAM 1REPS 1

Atlas Sustainable Wealth, LLC

AUM $2.4MTEAM 1REPS 1

Royal Oaks Advisors LLC

Houston, TX

AUM $2.4MTEAM 1REPS 1

Lachance Wealth Partners

AUM $2.4MTEAM 1REPS 1

Orend Investment Management, Inc.

Youngstown, OH

AUM $2.4MTEAM 1REPS 1

Retirement Planning Group, LLC

Mason, OH

AUM $2.4MTEAM 1REPS 1

Russell Wealth Management, LLC

Jackson, MS

AUM $2.4MTEAM 1REPS 1

Liftoff Financial Planning

AUM $2.4MTEAM 1REPS 1

Union Grove Capital, LLC

AUM $2.4MTEAM 2REPS 2

Advanced Portfolio Services LLC

Saint James, NY

AUM $2.4MTEAM 1REPS 1

Dornbusch Asset Management

AUM $2.4MTEAM 1REPS 1

Sterling Advisory Services, LLC

AUM $2.4MTEAM 1REPS 2

Conspecta Capital, LLC

AUM $2.4MTEAM 1REPS 1

Cenador Financial Advisers LLC

New York, NY

AUM $2.4MTEAM 1REPS 1

Tayloe Financial Services, LLC

Trent Woods, NC

AUM $2.4MTEAM 1REPS 1

Lamont Trading Advisors, Inc.

Huntsville, AL

AUM $2.4MTEAM 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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