RIAs: Under $100M AUM

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

David Rhodes Cannon, C.P.A., LLC

Frisco, TX

AUM $64.2KTEAM 1REPS 1

Tandem Financial Planning LLC

AUM $63.6KTEAM 1REPS 1

Afrobloc

AUM $63.2KTEAM 1REPS 1

Unifimoney Ria, Inc.

AUM $62KTEAM 2REPS 2

Regal Oak Financial, LLC

AUM $61.4KTEAM 1REPS 1

Broken Investing, LLC

Waco, TX

AUM $60KTEAM 1REPS 1

Dyer Private Wealth Management

AUM $57.2KTEAM 1REPS 1

Gouda Wealth Planning

AUM $54.9KTEAM 1REPS 1

Owlcrest Partners LLC

San Juan, PR

AUM $54.9KTEAM 3REPS 2

Kingsly Capital, LLC

Scottsdale, AZ

AUM $53.9KTEAM 6REPS 6

Sensible Wealth Management, Inc.

AUM $53.8KTEAM 1REPS 1

Trainor Consulting

AUM $53.6KTEAM 1REPS 1

Binvesting

Houston, TX

AUM $52.4KTEAM 26REPS 13

Arnie Advisors LLC

AUM $52KTEAM 2REPS 2

Schafer Investment Group, Inc.

Mount Pleasant, MI

AUM $52KTEAM 1REPS 1

Prime Sentry Wealth Management LLC

Addison, TX

AUM $51KTEAM 1REPS 1

Opportunity Cost Investors LLC

AUM $50.3KTEAM 1REPS 1

Tailored Tax And Wealth

AUM $50KTEAM 1REPS 1

Keychain Asset Management

AUM $50KTEAM 1REPS 1

Craven Capital LLC

New York, NY

Double I Investments, LLC

AUM $50KTEAM 3REPS 3

Lifetime Investments & Insurance LLC

Peoria, AZ

AUM $50KTEAM 1REPS 1

Amplified Alpha

Dallas, TX

AUM $45.2KTEAM 2REPS 2

Walsh Financial LLC

AUM $45.1KTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,670 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,035 FIRMS

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