RIAs: Under $100M AUM

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

Desla Wealth Management

West Des Moines, IA

AUM $32.7MTEAM 3REPS 2

Beacon Bay Asset Management LLC

AUM $32.7MTEAM 1REPS 1

Twin Robins Capital

Kansas City, MO

AUM $32.7MTEAM 2REPS 2

David W. Mckinlay, Chfc

AUM $32.6MTEAM 1REPS 1

Platinum Planning, Inc.

Sarasota, FL

AUM $32.6MTEAM 1REPS 1

TGA Capital Management

Braintree, MA

AUM $32.6MTEAM 2REPS 2

Ascend Wealth Management LLC

AUM $32.6MTEAM 1REPS 1

The Financial Preserve At Lonier Financial Advisory LLC

AUM $32.6MTEAM 1REPS 1

Sage Tree Wealth

Fairport, NY

AUM $32.6MTEAM 2REPS 2

Francis Capital Management, Inc.

AUM $32.6MTEAM 1REPS 1

Ironcrest Capital Management LLC

Santa Barbara, CA

AUM $32.6MTEAM 1REPS 1

Elderrock Financial LLC

Everett, WA

AUM $32.6MTEAM 1REPS 1

Chesapeake Capital Management, LLC

Belcamp, MD

AUM $32.6MTEAM 8REPS 4

Pettibone Wealth Management, LLC

Hannibal, MO

AUM $32.5MTEAM 2REPS 1

Sensus Wealth Management Group LLC

San Antonio, TX

AUM $32.5MTEAM 4REPS 2

Frontenac Partners, L.L.C.

AUM $32.5MTEAM 1REPS 1

Modern Wealth LLC

AUM $32.5MTEAM 1REPS 1

Franklin Trend Investment Management, LLC

Boise, ID

AUM $32.5MTEAM 1REPS 1

Macc IV Group

AUM $32.5MTEAM 1REPS 1

Saunders Investment Management LLC

AUM $32.5MTEAM 1REPS 1

Advosion

AUM $32.5MTEAM 1REPS 1

Lunin-Pack Planning And Advice, LLC

Cold Spring, NY

AUM $32.4MTEAM 2REPS 2

Foxman Asset Advisors Inc.

Rockville, MD

AUM $32.4MTEAM 3REPS 3

Guidepoint Financial Planning

AUM $32.4MTEAM 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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