RIAs: Under $100M AUM

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

Palen Financial LLC

AUM $39.8MTEAM 1REPS 1

Freedom Financial Advisors, LLC

AUM $39.8MTEAM 1REPS 2

Royal Palm Investment Advisors, Inc

Longwood, FL

AUM $39.8MTEAM 2REPS 2

Aspentree Capital Corporation

AUM $39.8MTEAM 5REPS 5

Sapient Road Wealth Management, LLC

AUM $39.8MTEAM 1REPS 1

Valendo Private Asset Management, Inc.

AUM $39.8MTEAM 1REPS 1

Mangotree Capital, LLC

Sterling Heights, MI

AUM $39.8MTEAM 2REPS 2

NOW Asset Management LLC

Purchase, NY

AUM $39.8MTEAM 3REPS 2

Fiat Lux Capital Management

Waterford, WI

AUM $39.8MTEAM 1REPS 1

PRP

Houston, TX

AUM $39.8MTEAM 1REPS 1

James A Wynne LLC

AUM $39.8MTEAM 1REPS 1

FNJ 3, LLC

AUM $39.8MTEAM 1REPS 1

SVL Investment Management

Placentia, CA

AUM $39.8MTEAM 3REPS 4

Ales29 Advisors, Inc

AUM $39.8MTEAM 1REPS 1

Newleaf Wealth Management, LLC

AUM $39.7MTEAM 1REPS 1

MFG Capital, Inc.

Trenton, MI

AUM $39.7MTEAM 3REPS 1

B1 Financial

Aventura, FL

AUM $39.7MTEAM 3REPS 3

Weil Enterprises, Inc.

AUM $39.7MTEAM 2REPS 1

Registered Investment Advisors, LLC

AUM $39.7MTEAM 1REPS 1

Strategic Financial Alliance, LLC

AUM $39.7MTEAM 1REPS 1

Deeringer Wealth Management, LLC

Sacramento, CA

AUM $39.7MTEAM 1REPS 1

Privileged Planning Inc.

Green Cove Springs, FL

AUM $39.7MTEAM 5REPS 1

Trinity Capital Management, LLP

Brookhaven, GA

AUM $39.7MTEAM 1REPS 2

Jaguar Investment Services, Ltd

Marana, AZ

AUM $39.7MTEAM 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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