RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

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

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

Cleveralpha

Hawthorne, CA

AUM $28.3MTEAM 4REPS 5

Blackwatch Financial Group, LLC

Lisle, IL

AUM $28.3MTEAM 2REPS 2

Artisan Financial Planning

AUM $28.3MTEAM 1REPS 1

Great Bay Wealth Management

AUM $28.3MTEAM 1REPS 1

The Rose Investment Management

AUM $28.3MTEAM 2REPS 2

Quinley Stewardship LLC

Visalia, CA

AUM $28.3MTEAM 4REPS 1

Asage Financial LLC

Lafayette, CA

AUM $28.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,029 FIRMS

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