RIAs: Under $100M AUM

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

Abboud Financial Planning, Inc.

AUM $25.1MTEAM 1REPS 1

Alpine Peaks Consulting

Alpine Meadows, CA

AUM $25.1MTEAM 1REPS 1

Wealth Management Partners of Los Angeles

Encino, CA

AUM $25.1MTEAM 1REPS 1

Meritor Capital

Greenwood Village, CO

AUM $25.1MTEAM 1REPS 1

KLK Capital Wealth Advisors LLC

AUM $25.1MTEAM 1REPS 1

Align Financial Solutions

AUM $25.1MTEAM 1REPS 1

Domo Capital Management, LLC

AUM $25MTEAM 1REPS 1

Trihelix Wealth Collective

AUM $25MTEAM 2REPS 2

Planit Financial LLC

AUM $25MTEAM 1REPS 1

FBA Wealth Management, LLC

AUM $25MTEAM 4REPS 1

J.P. Diversified Asset Management LLC

AUM $25MTEAM 1REPS 1

Roda Investment Management, LLC

AUM $25MTEAM 2REPS 1

J Wilson Wealth Management

Davison, MI

AUM $25MTEAM 1REPS 1

Newgrange Asset Management LLC

AUM $25MTEAM 1REPS 1

Ellisville Harbour Partners

AUM $25MTEAM 1REPS 1

Frontline Capital, LLC

AUM $25MTEAM 1REPS 1

Ballardsville Investment Advisors

Charles City, VA

AUM $25MTEAM 1REPS 1

Oak Tree Advisory Services Inc

AUM $25MTEAM 2REPS 2

Better Tomorrow Financial

AUM $25MTEAM 1REPS 1

Prime Source Enterprises, Inc

AUM $25MTEAM 1REPS 1

Allies Capital Management

New York, NY

AUM $25MTEAM 1REPS 2

Premier Wealth Advisors, Inc.

Woodland Hills, CA

AUM $25MTEAM 2REPS 2

D.L. Fields Advisory Group, LLC

Bentonville, AR

AUM $25MTEAM 4REPS 5

True Worth Financial Planning LLC

AUM $25MTEAM 1REPS 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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