RIAs: Under $100M AUM

12,909 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Graystone Advisor, LLC

AUM $28.5MTEAM 1REPS 1

Wynstone Investment Advisors, LLC

AUM $28.5MTEAM 1REPS 1

Preservation Financial Management

AUM $28.5MTEAM 1REPS 1

Moore, Dorothea Jane

AUM $28.4MTEAM 1REPS 1

Sterling Futures

San Francisco, CA

AUM $28.4MTEAM 1REPS 1

Chugg Wealth Strategies, LLC

Provo, UT

AUM $28.4MTEAM 1REPS 1

Pacific Crest Asset Management LLC

AUM $28.4MTEAM 1REPS 1

Primus Wealth Advisors LLC

AUM $28.4MTEAM 1REPS 1

Mcdavid & Company Wealth Management Services

Gainesville, FL

AUM $28.4MTEAM 1REPS 1

Meyers Financial Services

Sonoma, CA

AUM $28.4MTEAM 2REPS 2

Compound Value Advisers, LLC

AUM $28.4MTEAM 1REPS 1

Hodos Wealth Group, LLC

The Woodlands, TX

AUM $28.4MTEAM 1REPS 1

3i Wealth Management LLC

Fairfield, NJ

AUM $28.4MTEAM 1REPS 1

Flip Flops And Pearls Financial Planning

Mount Pleasant, SC

AUM $28.4MTEAM 2REPS 2

Gateway Capital Management

AUM $28.4MTEAM 1REPS 1

Gordian Capital Management, LLC

Mill Valley, CA

AUM $28.4MTEAM 7REPS 2

Oakview Wealth Solutions LLC

Saint Charles, MO

AUM $28.4MTEAM 1REPS 2

Kdwallstreet Investment Advisor LLC

Topeka, KS

AUM $28.4MTEAM 2REPS 1

Ketwich Capital LLC

AUM $28.4MTEAM 1REPS 1

T.K.M. Financial Services, LLC

Louisville, KY

AUM $28.3MTEAM 1REPS 1

Lotzer & Co,Inc.

AUM $28.3MTEAM 1REPS 6

Pathway Financial Planning, Inc.

Newport News, VA

AUM $28.3MTEAM 1REPS 1

Silverstone Financial LLC

AUM $28.3MTEAM 2REPS 2

Methodica Investment Management LLC

AUM $28.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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