RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hunt Wealth

AUM $1.2MTEAM 1REPS 1

Sarkor Financial Advisors

AUM $1.2MTEAM 1REPS 1

AD Deum Funds, LLC

AUM $1.2MTEAM 2REPS 2

ACM Macro LLC

AUM $1.2MTEAM 1REPS 1

Artistic Wealth

AUM $1.2MTEAM 1REPS 1

Yeti Wealth Management Group, LLC

Greenwood Village, CO

AUM $1.2MTEAM 1REPS 1

Circuit Wealth LLC

Burlingame, CA

AUM $1.2MTEAM 1REPS 1

Latham Financial LLC

AUM $1.2MTEAM 1REPS 1

Overwatch Management

Chandler, AZ

AUM $1.2MTEAM 2REPS 1

7 Summits Investment Management, LLC

Santa Ana, CA

AUM $1.2MTEAM 2REPS 2

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

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

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

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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