RIAs: Under $100M AUM

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

Atlas Sustainable Wealth, LLC

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

Aztec Capital LLC

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

Preservation Wealth Management

King Of Prussia, PA

AUM $2.4MTEAM 1REPS 1

Legacy Wealth Advisors, LLC

Tucker, GA

AUM $2.4MTEAM 1REPS 1

Paul Edward Fritch Cpa

AUM $2.4MTEAM 1REPS 1

Canvas Retirement Planning LLC

AUM $2.4MTEAM 1REPS 1

Oakfort Wealth Partners

Minnetonka, MN

AUM $2.4MTEAM 1REPS 1

Gator Investment Advisors, LLC

AUM $2.4MTEAM 1REPS 1

Greenlight Financial Planning, LLC

AUM $2.4MTEAM 1REPS 1

MSM Advisory, LLC

AUM $2.4MTEAM 1REPS 1

Q4 Strategic Equity Advisors Inc.

Roseville, CA

AUM $2.4MTEAM 1REPS 1

Michael Waters Investment Advisers LLC

Oklahoma City, OK

AUM $2.4MREPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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