RIAs: Under $100M AUM

12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hark Financial Planning

AUM $25.7MTEAM 1REPS 1

Equilus Group Inc

Wenatchee, WA

AUM $25.7MTEAM 6REPS 3

STU Hawver, Cfa, Mba, LLC

AUM $25.7MTEAM 1REPS 1

The Alchemists, LLC

AUM $25.7MTEAM 3REPS 3

West Pine 43 LLC

West Palm Beach, FL

AUM $25.7MTEAM 1REPS 1

7summit Advisors, LLC

Los Angeles, CA

AUM $25.7MTEAM 3REPS 2

Krowten Equities

Birmingham, AL

AUM $25.7MTEAM 1REPS 1

Frew Street Capital

AUM $25.7MTEAM 1REPS 1

Colville Wealth Advisory, LLC

Charlotte, NC

AUM $25.7MTEAM 1REPS 1

Spectrum Advisers, LLC

AUM $25.7MTEAM 1REPS 1

Demers Financial Planning

North Andover, MA

AUM $25.7MTEAM 1REPS 1

Financial Planning Analysts, LLC

Melville, NY

AUM $25.7MTEAM 1REPS 1

Windham Financial Services, Inc.

AUM $25.7MTEAM 2REPS 2

Yellow Dog Financial, Inc.

AUM $25.7MTEAM 1REPS 1

Mordkovich Capital, LLC

AUM $25.7MTEAM 1REPS 1

Wanda Kilman Pittman

Roanoke, VA

AUM $25.6MTEAM 1REPS 1

Petrilli Capital Management LLC

AUM $25.6MTEAM 1REPS 1

Cirrus Capital Management, LLC

AUM $25.6MTEAM 2REPS 2

Sullivan Capital Management

AUM $25.6MTEAM 1REPS 1

B&L Wealth Group, LLC

Mclean, VA

AUM $25.6MTEAM 2REPS 2

Olson Economics, LLC

AUM $25.6MTEAM 1REPS 1

Kingdom Capital Advisors, LLC

Fairfax, VA

AUM $25.6MTEAM 2REPS 2

Granderson Wealth Management Group Inc

Denver, CO

AUM $25.6MTEAM 1REPS 1

RHM Capital Management, Inc.

Fort Worth, TX

AUM $25.6MTEAM 3REPS 1

Other AUM ranges

$100M – $500MReported AUM7,827 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,036 FIRMS

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