RIAs: Under $100M AUM

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

Poise Investment Advisors

AUM $1.3MTEAM 4REPS 2

Jondaknows Financial Group, Inc.

Huntington, WV

AUM $1.3MTEAM 1REPS 1

Soho Financial Services LLC

Montecito, CA

AUM $1.3MTEAM 2REPS 1

Orchid Wealth Management

AUM $1.3MTEAM 1REPS 1

Peter Dag & Associates, Inc.

AUM $1.3MTEAM 1REPS 1

KRH Investments, LLC

AUM $1.3MTEAM 1REPS 1

Rodino Wealth Management LLC

AUM $1.3MTEAM 1REPS 1

Square Peg Financial Advisory Services, LLC

AUM $1.3MTEAM 1REPS 1

CCM New Opportunities, LLC

Merriam, KS

AUM $1.3MTEAM 4REPS 4

Stravida Wealth LLC

Anaheim, CA

AUM $1.3MTEAM 1REPS 1

Green Wing Financial Solutions LLC

AUM $1.3MTEAM 1REPS 1

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 Herb Tea, LLC

AUM $1.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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