RIAs: Under $100M AUM

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

Chalk Creek Partners, LLC

AUM $29MTEAM 1REPS 1

Lakshmi Wealth Management LLC

Naperville, IL

AUM $29MTEAM 1REPS 1

Phase Change Wealth Management LLC

AUM $29MTEAM 1REPS 1

Ridgeback Financial LLC

Clear Lake Shores, TX

AUM $29MTEAM 1REPS 1

Inspire Private Wealth Management

Louisville, KY

AUM $29MTEAM 1REPS 1

Wealthsights Investment Management, LLC

AUM $29MTEAM 1REPS 1

Waxman Financial

AUM $29MTEAM 2REPS 2

Broxton Capital Advisors

Old San Juan, PR

AUM $29MTEAM 3REPS 2

Behlke Financial

AUM $29MTEAM 1REPS 1

Aligned Advisors

Oceanside, CA

AUM $29MTEAM 6REPS 2

Macrovex Capital

AUM $29MTEAM 2REPS 1

Crews Capital Management, LP

AUM $28.9MTEAM 1REPS 2

Hermosa Wealth Management

Hermosa Beach, CA

AUM $28.9MTEAM 2REPS 4

Sweeney Asset Management, LLC

Oklahoma City, OK

AUM $28.9MTEAM 1REPS 2

Reeser Advisory Services Inc.

AUM $28.9MTEAM 2REPS 2

Plandynamic, LLC

Framingham, MA

AUM $28.9MTEAM 1REPS 1

John N. Carmody D.D.S. Cfp, Inc.

AUM $28.9MTEAM 1REPS 1

The Financial Planning Co

AUM $28.9MTEAM 2REPS 2

Bluesail Advisors LLC

Mclean, VA

AUM $28.9MTEAM 1REPS 1

Traverse Private Wealth

Radnor, PA

AUM $28.9MTEAM 1REPS 1

The Horst Group, LLC

AUM $28.9MTEAM 1REPS 1

Impactfi

AUM $28.9MTEAM 1REPS 1

Horizon Capital Management, Inc.

AUM $28.9MTEAM 2REPS 2

Plains Advisory LLC

Grand Island, NE

AUM $28.9MTEAM 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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