RIAs: Under $100M AUM

12,863 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Chaim Investment Advisors LLC

AUM $19.3MTEAM 1REPS 1

Silver Maple Financial, LLC

AUM $19.3MTEAM 1REPS 1

M.A. Global Investment Advisor, LLC

Southfield, MI

AUM $19.3MTEAM 1REPS 1

Balancing Life Financial Planning

Orange, CA

AUM $19.3MTEAM 2REPS 2

Solido Financial LLC

AUM $19.3MTEAM 1REPS 1

KO Financial

AUM $19.3MTEAM 1REPS 1

Soaring Wealth LLC

AUM $19.2MTEAM 1REPS 1

Horizon Wealth Group, LLC

Winter Park, FL

AUM $19.2MTEAM 2REPS 2

Trella Wealth

AUM $19.2MTEAM 1REPS 1

Draco Capital Partners, LLC

Taipei City

AUM $19.2MTEAM 1REPS 1

H.I.T. Capital, LLC

AUM $19.2MTEAM 1REPS 1

Toce Financial Group LLC

Mandeville, LA

AUM $19.2MTEAM 3REPS 6

Arizona Wealth Strategies LLC

AUM $19.2MTEAM 1REPS 1

Winchester Capital Services, LLC

AUM $19.2MTEAM 1REPS 1

Ardent Investors, LLC

AUM $19.2MTEAM 1REPS 2

Vector Financial Services, LLC

Syracuse, IN

AUM $19.2MTEAM 1REPS 1

Rock Ridge Wealth LLC

AUM $19.2MTEAM 1REPS 1

Stockbridge Wealth Partners

Birmingham, AL

AUM $19.2MTEAM 1REPS 1

Dale, Barry N.

AUM $19.2MTEAM 1REPS 1

Heritage Financial Advisory, LLC

Jacksonville, FL

AUM $19.2MTEAM 2REPS 2

Rising Tide Wealth Advisory Solutions LLC

Saint Louis, MO

AUM $19.2MTEAM 1REPS 1

Personal Wealth Management Advisors, Inc.

Dublin, OH

AUM $19.2MTEAM 1REPS 1

DC & Associates

Grand Rapids, MI

AUM $19.1MTEAM 1REPS 1

Rainwater Equity LLC

AUM $19.1MTEAM 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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