RIAs: Under $100M AUM

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

Brave New Wealth

Westlake Village, CA

AUM $33.3MTEAM 1REPS 2

Stanhouse Financial Planning And Management, LLC

Duluth, GA

AUM $33.3MTEAM 1REPS 1

SKY Ridge Wealth Management LLC

AUM $33.3MTEAM 2REPS 2

Nhabla

Arlington, VA

AUM $33.3MTEAM 2REPS 2

J Sohn, LLC

AUM $33.3MTEAM 2REPS 1

MTR Advisory Services, Inc.

Austin, TX

AUM $33.2MTEAM 1REPS 1

Arcon Wealth Management

Southlake, TX

AUM $33.2MTEAM 1REPS 1

Marsha Lee & Company,Inc.

Palm Desert, CA

AUM $33.2MTEAM 3REPS 3

Viridian Capital

Purchase, NY

AUM $33.2MTEAM 6REPS 5

Gambit Asset Management

AUM $33.2MTEAM 1REPS 1

Forty4 Financial

AUM $33.2MTEAM 1REPS 1

Aspen Wealth Management, LLC

AUM $33.2MTEAM 1REPS 1

Merit Advisors, Inc.

Oklahoma City, OK

AUM $33.2MTEAM 4REPS 4

New Millennium Asset Management, Inc.

AUM $33.2MTEAM 2REPS 3

Personal Best Financial LLC

AUM $33.2MTEAM 1REPS 1

CSA Financial Management, Inc.

AUM $33.2MTEAM 1REPS 1

Integrity Financial Group

Fort Worth, TX

AUM $33.1MTEAM 3REPS 3

Delphi Advisers

Vancouver, WA

AUM $33.1MTEAM 1REPS 1

80/20 Financial Services

AUM $33.1MTEAM 1REPS 1

Financial Consulting Associates

AUM $33.1MTEAM 1REPS 1

Root Wealth Management

AUM $33.1MTEAM 2REPS 2

Trestle Wealth Advisory, LLC

Duluth, GA

AUM $33.1MTEAM 1REPS 1

Ajax Capital Advisors, Inc.

Atlanta, GA

AUM $33.1MTEAM 4REPS 4

Acquirers Funds, LLC

Rolling Hills Estates, CA

AUM $33.1MTEAM 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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