RIAs: Under $100M AUM

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

Jeff Elliott, Cfp®

AUM $22.4MTEAM 1REPS 1

Batman Wealth Management, LLC

AUM $22.4MTEAM 1REPS 1

Young Financial Services

AUM $22.4MTEAM 1REPS 1

Core Investment Management, LLC

Newport Beach, CA

AUM $22.4MTEAM 1REPS 1

Aronson Asset Management, Inc.

AUM $22.4MTEAM 1REPS 2

Passive Management LLC

New York, NY

AUM $22.3MTEAM 2REPS 3

Securawealth

AUM $22.3MTEAM 1REPS 1

Empire Advisors Wealth Management LLC

Fairfax, VA

AUM $22.3MTEAM 4REPS 4

Autumn Financial Advisors, LLC

Plymouth, MI

AUM $22.3MTEAM 2REPS 2

Wakefield Financial Planning, LLC

AUM $22.3MTEAM 1REPS 1

Two Twelve Planning, Inc.

Senoia, GA

AUM $22.3MTEAM 1REPS 1

Iqvestment, LLC

AUM $22.3MTEAM 5REPS 3

Bridge to Wealth LLC

AUM $22.3MTEAM 1REPS 1

Spirit Investment Advisors

AUM $22.3MTEAM 1REPS 1

Yield Financial Advisors

Mckinney, TX

AUM $22.3MTEAM 1REPS 1

LVS Advisory LLC

AUM $22.3MTEAM 2REPS 1

Anavrin Capital Management, LP

AUM $22.3MTEAM 1REPS 1

Galvanize Wealth LLC

AUM $22.3MTEAM 1REPS 1

Aviator Financial, LLC

AUM $22.3MTEAM 1REPS 1

Greyfield Capital Management LLC

AUM $22.3MTEAM 1REPS 1

Crossmarket Capital, LLC

Newport Beach, CA

AUM $22.3MTEAM 2REPS 1

Vertex Financial Advisors LLC

Elkins Park, PA

AUM $22.2MTEAM 1REPS 1

Paracca Financial Group

Osprey, FL

AUM $22.2MTEAM 3REPS 1

Seiwell Advisors, LLC

AUM $22.2MTEAM 2REPS 2

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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