RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Caliber Wealth Advisory

Tampa, FL

AUM $24.1MTEAM 1REPS 1

Clear View Wealth Advisors, LLC

AUM $24.1MTEAM 1REPS 1

L Squared Wealth Management

AUM $24.1MTEAM 1REPS 1

Flanagan Financial Management

AUM $24.1MTEAM 1REPS 1

West Oak Wealth

AUM $24.1MTEAM 3REPS 2

Mary J. Spitler, Ms, LLC

AUM $24.1MTEAM 1REPS 1

Maxiam Capital, LLC

AUM $24.1MTEAM 2REPS 2

Hoyl Wealth Management, LLC

Amarillo, TX

AUM $24.1MTEAM 1REPS 2

Kanso Capital

AUM $24.1MTEAM 1REPS 1

Canterbury Investment Advisors LLC

Mountain Brk, AL

AUM $24.1MTEAM 1REPS 1

White Brook Capital

AUM $24.1MTEAM 1REPS 1

VWR Financial Advisory Services

AUM $24.1MTEAM 1REPS 1

Highpointe Wealth

AUM $24.1MTEAM 1REPS 1

Kennedy Wealth Management

Knoxville, TN

AUM $24.1MTEAM 1REPS 1

JC Financial Services

Loomis, CA

AUM $24MTEAM 1REPS 3

Veteran Wealth Planning

AUM $24MTEAM 1REPS 1

Parkstone Investments, LLC

Newton, MA

AUM $24MTEAM 1REPS 1

Retirement Wealth Management, Inc.

AUM $24MTEAM 1REPS 1

Bullet Ventures Management Ltd

AUM $24MTEAM 2REPS 2

Voorman Investment Counsel LLC

Plymouth, MI

AUM $24MTEAM 1REPS 1

Earls Financial

AUM $24MTEAM 1REPS 1

Flohr Asset Management, LLC

AUM $24MTEAM 1REPS 1

Loynd Capital Management

Marblehead, MA

AUM $24MTEAM 1REPS 1

22 Seven Wealth Management Inc

Panama City, FL

AUM $24MTEAM 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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