RIAs: Under $100M AUM

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

Covered Call LLC

AUM $27.1MTEAM 1REPS 1

Hale Financial Solutions, LLC

Afton, WY

AUM $27.1MTEAM 3REPS 1

Money Holistics

Houston, TX

AUM $27.1MTEAM 1REPS 1

J. B. Bryan Financial Group, Inc.

Richmond, VA

AUM $27.1MTEAM 1REPS 1

Molotsky Tax Advisory Group, LLC

Voorhees, NJ

AUM $27MTEAM 1REPS 1

ABC Wealth Inc

AUM $27MTEAM 1REPS 1

Phibbs Financial

Draper, UT

AUM $27MTEAM 1REPS 1

FRY Investment Advisors, Inc.

Centerville, OH

AUM $27MTEAM 2REPS 2

Banyan Asset Management, Inc.

Naples, FL

AUM $27MTEAM 1REPS 1

Kidd Vision Capital LLC

Lafayette, LA

AUM $27MTEAM 1REPS 1

Shores Edge Financial LLC

AUM $27MTEAM 1REPS 1

Springbrook Financial, LLC

AUM $27MTEAM 1REPS 1

Gpwm Advisors LLC

Eagle, ID

AUM $27MTEAM 1REPS 1

Mullett Financial LLC

AUM $27MTEAM 1REPS 1

Weston Wealth Advisors, LLC

AUM $27MTEAM 1REPS 1

Exeter Investment Management

AUM $27MTEAM 1REPS 1

Mark Harris Services

AUM $27MTEAM 1REPS 1

Red Kennedy Financial

AUM $27MTEAM 1REPS 1

Gratke Wealth, LLC

Hillsboro, OR

AUM $27MTEAM 1REPS 1

Perry Investment Management, LLC

AUM $27MTEAM 1REPS 1

Solitude Canyon Investment Advisors, LLC

AUM $27MTEAM 1REPS 1

Janian Investment Advisers, LLC

Santa Rosa, CA

AUM $27MTEAM 1REPS 1

BJO Wealth Management LLC

AUM $27MTEAM 1REPS 2

Skiver Investment Services

Allen Park, MI

AUM $27MTEAM 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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