RIAs: Under $100M AUM

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

George J. Appel

AUM $40.9MTEAM 2REPS 1

Linch Financial, LLC

AUM $40.9MTEAM 3REPS 3

Two Trails Financial Planning

AUM $40.9MTEAM 1REPS 1

Strategic Investment Management

Austin, TX

AUM $40.8MTEAM 3REPS 4

Willkate Wealth Management, LLC

Aberdeen, SD

AUM $40.8MTEAM 4REPS 2

Brennan Capital Management LLC

Westport, CT

AUM $40.8MTEAM 2REPS 2

Associated Financial Partners, Inc.

AUM $40.8MTEAM 1REPS 1

Gatens Financial, LLC

AUM $40.8MTEAM 2REPS 2

Cool Creek Financial

AUM $40.8MTEAM 1REPS 1

Gateway Financial

Northfield, OH

AUM $40.8MTEAM 2REPS 1

Westface Financial Advisory

AUM $40.8MTEAM 2REPS 1

Aspen Capital Management LLC

St George, UT

AUM $40.8MTEAM 2REPS 2

Envision Capital Management Ltd

Scottsdale, AZ

AUM $40.8MTEAM 2REPS 2

Senior Financial And Realty AssoC.

AUM $40.7MTEAM 2REPS 2

Five Points Investment Advisors, LLC

AUM $40.7MTEAM 1REPS 1

Borris Nii & Company

Beverly Hills, CA

AUM $40.7MTEAM 2REPS 2

Macedon Financial Management, LLC

AUM $40.7MTEAM 1REPS 1

John H. Liles, Cfp

AUM $40.7MTEAM 1REPS 1

Red Cedar

Cedar Rapids, IA

AUM $40.7MTEAM 3REPS 1

Northern Monarch Capital LLC

AUM $40.7MTEAM 3REPS 3

Wealth Accumulation & Preservation, Inc.

Streator, IL

AUM $40.7MTEAM 2REPS 2

Fht, LLC

AUM $40.7MTEAM 1REPS 1

Bighorn Financial

AUM $40.7MTEAM 1REPS 1

Mcneill Capital, LLC

Saratoga Springs, NY

AUM $40.6MTEAM 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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