RIAs: Under $100M AUM

12,989 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Ballast Wealth LLC

AUM $40MTEAM 2REPS 2

Braypark Wealth Management

Costa Mesa, CA

AUM $40MTEAM 4REPS 5

Manhattan Wealth Management Group

New York, NY

AUM $40MTEAM 1REPS 3

Orser Investment Advisors, Inc.

AUM $40MTEAM 1REPS 1

Selerski Asset Management, LLC

AUM $40MTEAM 1REPS 1

Mfp, LLC

Vestavia, AL

AUM $40MTEAM 1REPS 1

Arimathea

Fort Bragg, CA

AUM $39.9MTEAM 5REPS 10

Payne Financial Management, L.L.C.

Kennesaw, GA

AUM $39.9MTEAM 2REPS 2

Holden Family Office, LLC

AUM $39.9MTEAM 2REPS 4

Gold Coast Securities, Inc.

Thousand Oaks, CA

AUM $39.9MTEAM 1REPS 2

Pixel Financial Planning

AUM $39.9MTEAM 1REPS 1

AFS Wealth Management LLC

Chester, VT

AUM $39.8MTEAM 1REPS 1

Bloom Financial, LLC

AUM $39.8MTEAM 2REPS 2

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

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

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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