RIAs: Under $100M AUM

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

Twoten Planning, Pllc

AUM $21.5MTEAM 1REPS 1

WLH Management Co, Inc.

Collierville, TN

AUM $21.5MTEAM 1REPS 1

Morton Financial Advice LLC

AUM $21.5MTEAM 2REPS 2

Sage 360 Advisors LLC

AUM $21.5MTEAM 2REPS 2

R & R Financial

AUM $21.5MTEAM 2REPS 3

Darrow Wealth Group

AUM $21.5MTEAM 2REPS 2

Daleiden Wealth Advisors

AUM $21.5MTEAM 1REPS 1

RK Retirement Solutions LLC

AUM $21.5MTEAM 2REPS 3

Holden Wealth Management LLC

AUM $21.5MTEAM 1REPS 1

Blue Bison Investments

AUM $21.5MTEAM 1REPS 3

QED Wealth Solutions

Kingman, KS

AUM $21.5MTEAM 1REPS 1

AL Locy Financial Services LLC

Lodi, CA

AUM $21.5MTEAM 1REPS 1

Park 64 Capital, LLC

AUM $21.5MTEAM 1REPS 1

Acribus Capital LLC

AUM $21.5MTEAM 4REPS 2

R1 Financial Group

Dallas, TX

AUM $21.5MTEAM 1REPS 1

Corrigit Capital Group

Pasadena, CA

AUM $21.5MTEAM 2REPS 3

Compass Financial Advisors, LLC

AUM $21.5MTEAM 1REPS 1

Riede, Tiffany

AUM $21.5MTEAM 1REPS 1

Swanson River Capital Management LLC

AUM $21.5MTEAM 1REPS 2

Investing Forever Advisory

AUM $21.4MTEAM 1REPS 2

Graham & Co Advisory, Inc.

Orange, CA

AUM $21.4MTEAM 1REPS 1

Pacific Wealth Advisory, LLC

Spokane Valley, WA

AUM $21.4MTEAM 3REPS 3

Yoshida Wealth Management, Inc.

White Plains, NY

AUM $21.4MTEAM 1REPS 1

Black Raven Investments, LLC

Celebration, FL

AUM $21.4MTEAM 1REPS 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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