RIAs: Under $100M AUM

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

Tayan Capital Management, LLC

AUM $35.6MTEAM 2REPS 2

Rabenold Advisors, Inc.

Williamsville, NY

AUM $35.6MTEAM 4REPS 2

Strategic Asset Management, LLC

Belleville, KS

AUM $35.6MTEAM 2REPS 2

Montanari Financial Advisors Inc.

AUM $35.5MTEAM 1REPS 1

Neptune Wealth

Pittsburgh, PA

AUM $35.5MTEAM 5REPS 5

Mohawk Capital Advisors, LLC

AUM $35.5MTEAM 1REPS 1

Palm Springs Advisory LLC

AUM $35.5MTEAM 2REPS 2

G. Douglas Wealth Management

Toms River, NJ

AUM $35.5MTEAM 2REPS 2

SEF Financial

AUM $35.5MTEAM 1REPS 1

Lavish Financial Planning

Morristown, NJ

AUM $35.5MTEAM 4REPS 2

TAG Associates Florida LLC

New York, NY

AUM $35.5MTEAM 71REPS 4

Investors Management Services Inc

Harrison Township, MI

AUM $35.5MTEAM 2REPS 2

East Pacific Investment Company, Inc.

AUM $35.5MTEAM 1REPS 1

Snowbird Financial LLC

AUM $35.4MTEAM 1REPS 1

Joseph Seep & Associates, LLC

AUM $35.4MTEAM 1REPS 1

Disruptiveseculargrowth Corporation

Mountain View, CA

AUM $35.4MTEAM 1REPS 1

RWM Asset Management, LLC

New Bloomfield, PA

AUM $35.4MTEAM 4REPS 4

DS Wealth Advisors, Inc.

Pittsburgh, PA

AUM $35.4MTEAM 1REPS 1

Insight Financial

Tigard, OR

AUM $35.4MTEAM 2REPS 2

Alpha Squared Capital, LLC

Scottsdale, AZ

AUM $35.4MTEAM 1REPS 1

Fiduciaone

Pewaukee, WI

AUM $35.4MTEAM 1REPS 1

Hicks Financial Partners, LLC

Southern Pines, NC

AUM $35.4MTEAM 2REPS 2

Harper Financial Planning

AUM $35.4MTEAM 1REPS 1

Nobles & Richards Advisors, LLC

Plano, TX

AUM $35.4MTEAM 3REPS 5

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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