RIAs: Under $100M AUM

12,868 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Alpha Capital LLC

Lubbock, TX

AUM $67.8MTEAM 3REPS 2

Keystone Advisory Group

Hollister, CA

AUM $67.8MTEAM 3REPS 2

Fiduciary Capital, Inc.

Gainesville, GA

AUM $67.8MTEAM 5REPS 3

Focused Finances, LLC

Oakland, CA

AUM $67.8MTEAM 1REPS 1

Steel Canyon Capital, LLC

Phoenix, AZ

AUM $67.8MTEAM 2REPS 2

H&S Tax and Wealth Advisors LLC

Red Bank, NJ

AUM $67.8MTEAM 3REPS 3

Measured Financial

Roseville, CA

AUM $67.7MTEAM 3REPS 3

Sea Clear Financial Planning, LLC

Brielle, NJ

AUM $67.7MTEAM 1REPS 1

Roseline Capitol Advisors, LLC

Richmond, VA

AUM $67.7MTEAM 5REPS 3

R. H. Hansford & Company, Inc.

AUM $67.7MTEAM 2REPS 2

Black Hill Capital Partners, LLC

San Francisco, CA

AUM $67.7MTEAM 1REPS 2

Erlandson Wealth Management

Beaverton, OR

AUM $67.7MTEAM 2REPS 2

Morrison Fiduciary Advisors, Inc.

AUM $67.6MTEAM 1REPS 1

QVM Group LLC

AUM $67.6MTEAM 1REPS 1

Wellington Adams Investment Advisory, LLC

York, PA

AUM $67.6MTEAM 5REPS 4

Truefocus Financial Partners

North Kingstown, RI

AUM $67.6MTEAM 2REPS 2

Twenty-First Century Financial Advisors Inc

AUM $67.6MTEAM 1REPS 1

NTV Asset Management, LLC

AUM $67.5MTEAM 2REPS 2

MB3 Consulting LLC

Glendale, CA

AUM $67.5MTEAM 1REPS 1

Sovereign Asset Management

AUM $67.5MTEAM 1REPS 2

Augulis Financial Firm, L.L.C.

Warren, NJ

AUM $67.4MTEAM 2REPS 2

Scottsdale Wealth Advisory LLC

Paradise Valley, AZ

AUM $67.4MTEAM 1REPS 1

Occam Capital Management, LLC

Pittsford, NY

AUM $67.4MTEAM 2REPS 1

Legacy Wealth Group

Las Vegas, NV

AUM $67.4MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,833 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,035 FIRMS

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