RIAs: Under $100M AUM

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

Acruence Capital, LLC

Dallas, TX

AUM $37.4MTEAM 1REPS 1

Johnson Private Wealth Management, LLC

Sarasota, FL

AUM $37.3MTEAM 2REPS 2

Premier Financial Advisory Services, LLC

Suwanee, GA

AUM $37.3MTEAM 2REPS 1

Capital Financial Consultants Group, Inc.

San Juan Capastrano, CA

AUM $37.3MTEAM 5REPS 2

Doty Equity Advisors, Inc.

AUM $37.3MTEAM 1REPS 1

Belgrave Square Advisors

AUM $37.3MTEAM 1REPS 1

Sterling Wealth Management

Las Vegas, NV

AUM $37.3MTEAM 1REPS 1

Allen Wealth Advisors

Colleyville, TX

AUM $37.3MTEAM 3REPS 1

Managed Wealth Advisors

AUM $37.3MTEAM 2REPS 2

Krishna Wealth Planning

Mc Kinney, TX

AUM $37.3MTEAM 2REPS 1

Synergist Wealth Advisors

Carmel, CA

AUM $37.2MTEAM 1REPS 1

Empowering Finance, LLC

AUM $37.2MTEAM 1REPS 1

Oxdrawn Capital, LLC

AUM $37.2MTEAM 1REPS 1

Real Wealth Planning

AUM $37.2MTEAM 3REPS 3

TLP Financial Services, Inc.

AUM $37.2MTEAM 2REPS 2

Nest Egg Financial Advisors

AUM $37.2MTEAM 2REPS 2

SC Wealth Advisors

Oakbrook Terrace, IL

AUM $37.2MTEAM 2REPS 2

Next Phase Advisors

Cullman, AL

AUM $37.2MTEAM 2REPS 2

Bruno Mountain Advisory, LLC

Bend, OR

AUM $37.2MTEAM 2REPS 2

Palladium Heritage Management, LLC

New York, NY

AUM $37.2MTEAM 2REPS 3

LNB Financial LLC

AUM $37.2MTEAM 1REPS 1

Investment Advisor Associates, Inc.

AUM $37.1MTEAM 2REPS 2

Much Wealth Management, Inc.

Southlake, TX

AUM $37.1MTEAM 3REPS 2

Waypoint Financial, LLC

AUM $37.1MTEAM 2REPS 2

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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