RIAs: Under $100M AUM

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

Sierra Financial Planning & Asset Management

Roseville, CA

AUM $25.6MTEAM 1REPS 1

Bowman Retirement Planning

AUM $25.6MTEAM 1REPS 1

Sci, Inc.

Houston, TX

AUM $25.6MTEAM 3REPS 2

Perpetual Capital Advisors, LLC

AUM $25.6MTEAM 1REPS 1

AK Investing

Sarasota, FL

AUM $25.6MTEAM 1REPS 1

Finiat, LLC

Mount Dora, FL

AUM $25.6MTEAM 7REPS 3

Motus Wealth

Atlanta, GA

AUM $25.6MTEAM 2REPS 2

Phase Two Capital, LLC

AUM $25.5MTEAM 1REPS 1

Widener & Asher Asset Management LLC

Ellinwood, KS

AUM $25.5MTEAM 2REPS 2

Fuller Capital Management, LLC

AUM $25.5MTEAM 2REPS 1

Greenhill Financial Partners

Rutland, VT

AUM $25.5MTEAM 3REPS 2

Pelican Financial Planning And Wealth, Pllc

Jupiter, FL

AUM $25.5MTEAM 1REPS 1

Retirement Advice LLC

Provo, UT

AUM $25.5MTEAM 1REPS 1

Arman James Investments

AUM $25.5MTEAM 1REPS 1

Peak53 Partners, LP

Longmont, CO

AUM $25.5MTEAM 2REPS 2

Kindred Financial LLC

Lakewood, CO

AUM $25.5MTEAM 1REPS 1

Charter Advisory Group

Bedminster, NJ

AUM $25.5MTEAM 1REPS 1

Bluemound Asset Management, LLC

AUM $25.5MTEAM 1REPS 1

Gwynedd Wealth Partners, LLC

Plymouth Meeting, PA

AUM $25.5MTEAM 2REPS 2

G.M. Wilson, Private Wealth Management Group

AUM $25.5MTEAM 1REPS 1

Msdr Partners, LLC

AUM $25.5MTEAM 1REPS 1

Blacksand Capital Management I, LLC

Honolulu, HI

AUM $25.5MTEAM 7REPS 6

Cowling Bay Wealth Management, LLC

AUM $25.5MTEAM 1REPS 1

Platte West Wealth Management, LLC

AUM $25.5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,654 FIRMS $500M – $1BReported AUM2,404 FIRMS $1B – $5BReported AUM3,229 FIRMS Over $5BReported AUM2,029 FIRMS

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