RIAs: Under $100M AUM

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

Entoro Advisors

Houston, TX

AUM $1.5MTEAM 2REPS 2

Medina Financial, LLC

AUM $1.4MTEAM 1REPS 1

Aurelia Capital Advisors, Inc.

AUM $1.4MTEAM 1REPS 1

Aequitas Financial, LLC

AUM $1.4MTEAM 1REPS 1

SHE Wealth Advisors LLC

Agoura Hills, CA

AUM $1.4MTEAM 1REPS 1

Alpine Financial Advisers, LLC

AUM $1.4MTEAM 1REPS 1

Panthera Capital LLC

AUM $1.4MTEAM 1REPS 1

Treehouse Financial, Inc

AUM $1.4MTEAM 2REPS 2

Open Wealth Management LLC

AUM $1.4MTEAM 1REPS 1

First Main Capital

Rochester, NY

AUM $1.4MTEAM 1REPS 1

Friend Financial Group Inc

Thornton, CO

AUM $1.4MTEAM 1REPS 1

Robert J Young

AUM $1.4MTEAM 1REPS 1

Apricity Financial Planning

Whitehouse, OH

AUM $1.4MTEAM 1REPS 1

Aihara Wealth Management LLC

Torrance, CA

AUM $1.4MTEAM 2REPS 2

Evergreen Investment Management LLC

AUM $1.4MTEAM 1REPS 1

Wolverine Investment Advisors, LLC

Atlanta, GA

AUM $1.4MTEAM 3REPS 3

Folse Financial

AUM $1.4MTEAM 1REPS 1

Conklin Financial Management, LLC

AUM $1.4MTEAM 1REPS 2

Elphinstone

New York, NY

AUM $1.4MTEAM 5REPS 1

Independent Financial Services

AUM $1.4MTEAM 2REPS 1

David Gray Consulting LLC

AUM $1.4MTEAM 1REPS 1

SRC Capital Management

Chicago, IL

AUM $1.4MTEAM 1REPS 1

Rock Financial Planning

AUM $1.4MTEAM 1REPS 1

Watership Private Capital Management, LLC

Bradenton, FL

AUM $1.4MTEAM 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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