RIAs: Under $100M AUM

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

JFK Advisory Services, LLC

AUM $1.3MTEAM 1REPS 1

DO Wealth Different

Bentonville, AR

AUM $1.3MTEAM 1REPS 1

Golden Reed Wealth Management, LLC

Ocala, FL

AUM $1.3MTEAM 2REPS 2

Purvis Investments, Inc.

AUM $1.3MTEAM 1REPS 1

Everyplan Financial

AUM $1.3MTEAM 1REPS 1

Solid Rock Investment Advisory LLC

Cleveland, TN

AUM $1.3MTEAM 1REPS 1

FIA Services, Inc.

Navarre, FL

AUM $1.3MTEAM 1REPS 1

Kyso Financial

AUM $1.3MTEAM 1REPS 1

Crosscurrent Wealthmanagement, LLC

AUM $1.3MTEAM 1REPS 1

Potts, Hannah & Fischer Wealth Management Group, LLC

Indianapolis, IN

AUM $1.3MTEAM 1REPS 1

RMA Capital Management, LLC

AUM $1.3MTEAM 1REPS 1

Allvet Financial

AUM $1.3MTEAM 2REPS 2

Ambrosia Asset Management

AUM $1.3MTEAM 2REPS 2

Budak Financial Group, LLC

AUM $1.3MTEAM 1REPS 1

AsesordeinversioneS.com Ltd

Road Town Tortola

AUM $1.3MTEAM 2REPS 2

Planpath Financial

Marquette, MI

AUM $1.3MTEAM 2REPS 1

Rubicon Financial Network

Tempe, AZ

AUM $1.3MTEAM 1REPS 2

Duvall Wealth Management LLC

AUM $1.3MTEAM 1REPS 1

The Prudent Planner, LLC

Salt Lake City , UT

AUM $1.3MTEAM 1REPS 1

Foundry Wealth Group

Minneapolis, MN

AUM $1.3MTEAM 1REPS 1

Aces Advisors

New York, NY

AUM $1.3MTEAM 1REPS 1

Pinnacle Capital Management

AUM $1.3MTEAM 1REPS 1

DFS Capital Management

AUM $1.3MTEAM 1REPS 1

Episteme Advisors

AUM $1.3MTEAM 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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