RIAs: Under $100M AUM

12,978 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Hansa Investments LLC

AUM $24.4MTEAM 1REPS 1

Intera Financial Planners LLC

AUM $24.4MTEAM 1REPS 1

Sensible Investment Strategies, LLC

AUM $24.4MTEAM 1REPS 1

Atlantic Capital Investments, LLC

AUM $24.4MTEAM 1REPS 1

Agile Investments

Asheville, NC

AUM $24.4MTEAM 1REPS 1

Cobalt Private Wealth LLC

Colorado Springs, CO

AUM $24.4MTEAM 1REPS 1

Fair Trust Financial LLC

Vadnais Heights, MN

AUM $24.4MTEAM 1REPS 1

Sierra Hotel Financial LLC

AUM $24.4MTEAM 3REPS 2

BMA Advisors, LLC

AUM $24.3MTEAM 4REPS 4

Raymond John Management LLC

AUM $24.3MTEAM 1REPS 1

Momentum Wealth Management

Northfield, IL

AUM $24.3MTEAM 2REPS 4

Tempus Pecunia

AUM $24.3MTEAM 1REPS 1

Pace Wealth Advisors

AUM $24.3MTEAM 1REPS 3

Ardent Wealth Advisory, LLC

Midlothian, VA

AUM $24.3MTEAM 1REPS 1

Clear Net Worth, L.L.C.

Baton Rouge, LA

AUM $24.3MTEAM 1REPS 1

HTB Wealth Advisors, LLC

Baton Rouge, LA

AUM $24.3MTEAM 2REPS 2

Vermeulen Capital Management

AUM $24.3MTEAM 1REPS 1

Dyer Financial Advisory

Towson, MD

AUM $24.3MTEAM 1REPS 2

Noto Financial Planning

AUM $24.3MTEAM 1REPS 1

Fifth Avenue Wealth Advisors LLC

New York, NY

AUM $24.3MTEAM 1REPS 1

TPK Advisors LLC

Edgewater, NJ

AUM $24.3MTEAM 1REPS 1

Vision Financial Planning LLC

AUM $24.3MTEAM 1REPS 1

Ruff Choices

AUM $24.3MTEAM 1REPS 1

Wellington Capital Advisors, LLC

San Francisco, CA

AUM $24.3MTEAM 1REPS 2

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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