RIAs: Under $100M AUM

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

Wingate Capital Advisors LLC

Tulsa, OK

AUM $2.4MTEAM 2REPS 2

Retirement Planning Group, LLC

Mason, OH

AUM $2.4MTEAM 1REPS 1

Shehu Asset Management, LLC

Southbury, CT

AUM $2.4MTEAM 1REPS 1

Aztec Capital LLC

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

Orend Investment Management, Inc.

Youngstown, 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

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 1

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

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

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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