RIAs: Under $100M AUM

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

Everglades Resources, Inc.

AUM $31.4MTEAM 1REPS 1

Confiance, Financial & Investment Advisors

Cleveland, OH

AUM $31.4MTEAM 1REPS 1

Allen Investment Management

AUM $31.4MTEAM 1REPS 1

Cardinal Wealth Management

Naples, FL

AUM $31.4MTEAM 1REPS 1

Adventure Wealth Advisors

AUM $31.4MTEAM 1REPS 1

Langley Wealth Management

Athens, GA

AUM $31.4MTEAM 2REPS 1

Cfig Investment Advisory Services, LLC

Westport, CT

AUM $31.4MTEAM 1REPS 1

Parke Investment Management, Inc.

AUM $31.4MTEAM 1REPS 1

Grounded Wealth

AUM $31.4MTEAM 1REPS 1

SNC Wealth Management LLC

AUM $31.4MTEAM 2REPS 2

WM Advisors USA LLC

AUM $31.4MTEAM 3REPS 3

Safewater Investment Management LLC

AUM $31.4MTEAM 2REPS 2

AA Wealth Strategies LLC

Austin, TX

AUM $31.3MTEAM 1REPS 1

The Raffin Group LLC

AUM $31.3MTEAM 1REPS 2

J. Williams Wealth Management, LLC

AUM $31.3MTEAM 1REPS 1

Shinneman Wealth Group

Northbrook, IL

AUM $31.3MTEAM 2REPS 2

Henderson Capital & Wealth Management, LLC

Brownsville, TX

AUM $31.3MTEAM 1REPS 2

Ronald R Geiger LLC

AUM $31.3MTEAM 1REPS 1

FTN Capital Management

Littleton, CO

AUM $31.3MTEAM 1REPS 1

Warren Wealth Management & Tax Planning Inc.

Louisville, KY

AUM $31.3MTEAM 1REPS 1

TVV Advisers, LLC

Pleasanton, CA

AUM $31.3MTEAM 2REPS 2

First Step Wealth Planning

AUM $31.3MTEAM 1REPS 1

Evergreen Investing, LLC

AUM $31.3MTEAM 1REPS 1

Zimmerman Advisory Group, LLC

Dublin, OH

AUM $31.3MTEAM 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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