RIAs: Under $100M AUM

12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Deep Roots Capital

Harrison, AR

AUM $45.8MTEAM 1REPS 1

Envest Asset Management, LLC

AUM $45.8MTEAM 2REPS 2

Eagle Grove Advisors LLC

AUM $45.8MTEAM 1REPS 1

Madden Creek Advisors

San Rafael, CA

AUM $45.8MTEAM 1REPS 1

Insights Investments

Palo Alto, CA

AUM $45.8MTEAM 1REPS 1

Maze Investments, LLC

Los Angeles, CA

AUM $45.7MTEAM 3REPS 2

Beplat Asset Management, Inc.

AUM $45.7MTEAM 1REPS 1

Heritage Strategic Wealth, LLC

Cary, IL

AUM $45.7MTEAM 3REPS 2

Logical Investments, LLC

Baton Rouge, LA

AUM $45.7MTEAM 2REPS 1

Wealthstone Private Wealth Management, LLC

Scottsdale, AZ

AUM $45.7MTEAM 1REPS 1

Wealth Transitions, LLC

AUM $45.7MTEAM 1REPS 1

Oppoquest

AUM $45.7MTEAM 3REPS 3

Glacier Investment Management

Kalispell, MT

AUM $45.7MTEAM 1REPS 1

Pope Wealth Planning, LLC

AUM $45.7MTEAM 1REPS 1

Elliot Investment Management, LLC

AUM $45.7MTEAM 1REPS 1

ALL One Wealth, LLC

AUM $45.7MTEAM 1REPS 1

Pivot Investment Planning, LLC

San Antonio, TX

AUM $45.7MTEAM 3REPS 3

Forward Thinking Wealth Management

AUM $45.6MTEAM 1REPS 1

Independent Financial Planning

AUM $45.6MTEAM 2REPS 2

Altior Capital

Winter Park, FL

AUM $45.6MTEAM 1REPS 1

Round Table Financial

Little Rock, AR

AUM $45.6MTEAM 3REPS 3

Veritas Investment Advisory Group LLC

Hendersonville, NC

AUM $45.6MTEAM 1REPS 1

Unest Advisers, LLC

Laramie, WY

AUM $45.6MTEAM 1REPS 2

Taylor Financial Management Inc

Bexley, OH

AUM $45.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,409 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,034 FIRMS

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