RIAs: Under $100M AUM

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

Diversified Capital Wealth Management, LLC

Mequon, WI

AUM $20MTEAM 2REPS 2

Harry Licursi Tax & Retirement Planning

AUM $20MTEAM 1REPS 1

Marathon Wealth Management, LLC

AUM $20MTEAM 1REPS 1

Cornerstone Asset Management, Inc.

Naperville, IL

AUM $20MTEAM 1REPS 1

Rhodes Capital Management, Inc.

Batavia, IL

AUM $20MTEAM 1REPS 1

Synergy Wealth Advisors, LLC

AUM $20MTEAM 1REPS 1

Riskneutral, LLC

Mason, OH

AUM $20MTEAM 2REPS 2

Richardson Financial, Inc.

AUM $20MTEAM 1REPS 1

360 Degrees Capital Management LLC

AUM $20MTEAM 3REPS 1

Create Wealth Financial Planning LLC

AUM $20MTEAM 1REPS 1

KDB Asset Management, LLC

New York, NY

AUM $20MTEAM 2REPS 2

Northrock Investments, Pllc

AUM $20MTEAM 1REPS 1

Taylor Frigon Family Office, LLC

Scottsdale, AZ

AUM $20MTEAM 11REPS 7

Strategic Capital Planning, Inc.

AUM $20MTEAM 1REPS 1

CNL Fund Advisors II, LLC

Orlando, FL

AUM $19.9MTEAM 6REPS 4

Wood J D & Co

AUM $19.9MTEAM 1REPS 1

Optifolio

AUM $19.9MTEAM 1REPS 1

Liberty Advisers Inc.

AUM $19.9MTEAM 1REPS 5

Vista Financial Services LLC

Alpha, NJ

AUM $19.9MTEAM 1REPS 1

Good Life Wealth Management LLC

AUM $19.9MTEAM 1REPS 1

Candent Capital, LLC

AUM $19.9MTEAM 1REPS 1

Wolf Pine Capital

Portsmouth, NH

AUM $19.9MTEAM 1REPS 1

GQO Investment Advisors, Inc.

AUM $19.9MTEAM 1REPS 1

Wealth Personal

Elk Rapids, MI

AUM $19.9MTEAM 3REPS 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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