RIAs: Under $100M AUM

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

Bbae Advisors LLC

Plano, TX

AUM $1.2MTEAM 3REPS 2

Shawnee Investments & Planning

AUM $1.2MTEAM 1REPS 1

Diamond Wealth Partners

AUM $1.2MTEAM 1REPS 1

BDB Wealth Advisors LLC

AUM $1.2MTEAM 2REPS 2

Pistol Hill Capital

Overton, TX

AUM $1.2MTEAM 1REPS 1

Lee Financial Group

AUM $1.2MTEAM 1REPS 1

Tree Line Strategy Group LLC

AUM $1.2MTEAM 1REPS 1

Adaptive Wealth Management, LLC

AUM $1.2MTEAM 1REPS 1

Soina Financial Group, LLC

Alpharetta, GA

AUM $1.2MTEAM 1REPS 1

D'Agaro Financial Advisory LLC

AUM $1.2MTEAM 1REPS 1

Truell Financial LLC

AUM $1.2MTEAM 1REPS 1

Lockstep Financial LLC

AUM $1.2MTEAM 1REPS 1

Colva Capital LLC

AUM $1.2MTEAM 1REPS 1

Girard Capital Management

Westborough, MA

AUM $1.2MTEAM 2REPS 2

Makarios Investments Inc

Sedona, AZ

AUM $1.2MTEAM 1REPS 3

Noon Investment Management LLC

AUM $1.2MTEAM 1REPS 1

Hatchet Financial, LLC

AUM $1.2MTEAM 1REPS 1

Jeske Asset Management, LLC

AUM $1.2MTEAM 1REPS 1

Momentum Financial Strategies, LLC

Stafford, TX

AUM $1.2MTEAM 1REPS 1

The Office of Heath O. Lauseng

Port Aransas, TX

AUM $1.2MTEAM 2REPS 1

The Dienekes Corporation

AUM $1.2MTEAM 1REPS 1

Winslow Asset Group, LLC

AUM $1.2MTEAM 1REPS 1

Kind Capital Wealth LLC

AUM $1.2MTEAM 1REPS 1

Oxford Capital

West Lafayette, IN

AUM $1.2MTEAM 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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