RIAs: Under $100M AUM

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

MC Wealth Advisors LLC

AUM $2.2MTEAM 1REPS 1

Magis Private Wealth Management, LLC

AUM $2.2MTEAM 1REPS 1

John C. Saunders, C.P.A., P.C.

Rochester, NY

AUM $2.2MTEAM 1REPS 1

Milestone Wealth Management & Insurance, LLC

AUM $2.2MTEAM 1REPS 1

True North Wealth Management LLC

Palmer, AK

AUM $2.2MTEAM 1REPS 1

Fincrafters Advisory LLC

AUM $2.2MTEAM 1REPS 1

Personal Financial Solutions, LLC

AUM $2.2MTEAM 1REPS 1

SAB Group Financial, P.A

AUM $2.2MTEAM 1REPS 1

Gulfcrest Capital

Boca Raton, FL

AUM $2.2MTEAM 2REPS 2

Christopher Investment Advisors

AUM $2.2MTEAM 1REPS 1

Leyland Cypress, LLC

AUM $2.2MTEAM 4REPS 4

Aberdour Investments

AUM $2.2MTEAM 1REPS 1

Martin Financial Solutions, LLC

AUM $2.2MTEAM 1REPS 1

364 Investing, LLC

AUM $2.2MTEAM 1REPS 1

South Carolina Wealth Management Group, LLC

AUM $2.2MTEAM 1REPS 1

Crocker Capital, LLC

AUM $2.1MTEAM 1REPS 1

Affinity Financial LLC

AUM $2.1MTEAM 1REPS 1

Awoye Capital, LLC

AUM $2.1MTEAM 1REPS 1

Arcanum Capital Management LLC

AUM $2.1MTEAM 1REPS 1

Jeffrey R. Jacobs, Cpa

Miami, FL

AUM $2.1MTEAM 1REPS 1

Vincent C. Lucas, C.P.A., P.C.

Mclean, VA

AUM $2.1MTEAM 1REPS 1

SKB Advisory, LLC

Houston, TX

AUM $2.1MTEAM 1REPS 1

Feltman & Co LLC

AUM $2.1MTEAM 1REPS 1

Fingage Advisors LLC

AUM $2.1MTEAM 1REPS 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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