RIAs: Under $100M AUM

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

Fractal Financial Design, LLC

AUM $37.1MTEAM 1REPS 1

Xenith Capital

AUM $37.1MTEAM 1REPS 1

Larson Wealth Management, LLC

Mesa, AZ

AUM $37.1MTEAM 1REPS 1

Little Point Capital, LLC

AUM $37.1MTEAM 1REPS 1

Select Investment Solutions, LLC

Washington, DC

AUM $37.1MTEAM 5REPS 4

Hoyt Wealth Management

AUM $37.1MTEAM 1REPS 1

Bruin Wealth Advisors LLC

Woodland Hills, CA

AUM $37.1MTEAM 2REPS 2

Dukes Lane Investments LLC

AUM $37.1MTEAM 1REPS 1

Pochop Financial Management, Inc.

South Burlington, VT

AUM $37.1MTEAM 1REPS 1

Neiman & Associates Financial Services, LLC

Arlington, MA

AUM $37MTEAM 1REPS 1

ZHP Capital LLC

AUM $37MTEAM 3REPS 1

Dolphin Financial Group

Clearwater, FL

AUM $37MTEAM 1REPS 1

Wilson Capital, LLC

AUM $37MTEAM 1REPS 1

Coastal Financial Planning, Inc.

Lincoln, RI

AUM $37MTEAM 1REPS 1

Heath Capital Management, Inc.

AUM $37MTEAM 1REPS 2

MSM Financial Strategies

Manhasset, NY

AUM $37MTEAM 3REPS 3

Capital Planning Consultants, LLC

Cromwell, CT

AUM $37MTEAM 1REPS 1

Hebert Investment Advisors, Inc.

AUM $37MTEAM 1REPS 1

Semper Financial

AUM $37MTEAM 2REPS 2

Smallwood Financial Group LLC

Summit, NJ

AUM $37MTEAM 1REPS 2

Powell Wealth

Tampa, FL

AUM $37MTEAM 1REPS 1

Julien Planning, LLC

Hackensack, NJ

AUM $37MTEAM 1REPS 1

Frontsight Wealth Advisors, LLC

Kingsport, TN

AUM $36.9MTEAM 1REPS 1

Disciplined Alpha LLC

Boston, MA

AUM $36.9MTEAM 3REPS 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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