RIAs: Under $100M AUM

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

Panoramic Financial Planning

AUM $23MTEAM 1REPS 1

MKG Capital Management, LLC

AUM $23MTEAM 1REPS 1

Alphaplus Wealth Management LLC

AUM $23MTEAM 1REPS 1

Maple Street Capital Advisors, LLC

AUM $23MTEAM 1REPS 1

Pension Partners, LLC

AUM $23MTEAM 1REPS 1

Capital Income Management, LLC

AUM $23MTEAM 1REPS 1

DWM Family Wealth

AUM $23MTEAM 1REPS 1

Epiphany Financial Coaching

Overland Park, KS

AUM $23MTEAM 1REPS 1

Church Capital

AUM $23MTEAM 1REPS 1

Goodwin Asset Management Inc.

Hinsdale, IL

AUM $23MTEAM 1REPS 1

Humane Investing, LLC

AUM $23MTEAM 1REPS 1

Brookside Strategy and Consulting

AUM $23MTEAM 1REPS 1

Everythinghr Financial Services LLC

Rochester Hills, MI

AUM $23MTEAM 2REPS 2

Richline Capital Management Inc.

Markham Ontario

AUM $23MTEAM 4REPS 1

Mercury Financial Advisors

AUM $23MTEAM 1REPS 1

Alaska Wealth Management

Anchorage, AK

AUM $23MTEAM 2REPS 2

BOS Taurus

AUM $23MTEAM 2REPS 2

Mcdowell Associates Investments, LP

Greensburg, PA

AUM $23MTEAM 3REPS 3

Leechgary Asset Management LLC

Atlanta, GA

AUM $23MTEAM 2REPS 2

Ashby Wealth Management, LLC

AUM $23MTEAM 1REPS 1

Deemer Wealth Management LLC

AUM $23MTEAM 1REPS 1

Navigant Consulting

AUM $23MTEAM 1REPS 1

Abaya Wealth Management LLC

Buffalo, NY

AUM $23MTEAM 1REPS 1

Compo Advisors, LLC

AUM $23MTEAM 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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