RIAs: Under $100M AUM

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

RG Capital Management, LLC

AUM $19.1MTEAM 1REPS 1

Thomas Financial Planning, LLC

AUM $19.1MTEAM 1REPS 1

Jpfg Wealth Management, L.L.C.

Charlotte, NC

AUM $19.1MTEAM 1REPS 2

HV Capital Advisors LLC

Dallas, TX

AUM $19.1MTEAM 1REPS 1

Milestone Wealth Strategies

Columbus, OH

AUM $19.1MTEAM 1REPS 1

Obsidian Investment Advisers, LLC

AUM $19.1MTEAM 1REPS 2

Valuengine Capital Management LLC

Melbourne, FL

AUM $19.1MTEAM 2REPS 6

Gage Wealth Management Group

Newtown, PA

AUM $19.1MTEAM 1REPS 1

Ross Wealth Group, LLC

Arlington, TX

AUM $19.1MTEAM 9REPS 4

Brian Thompson Financial

AUM $19.1MTEAM 1REPS 1

G&F Financial Services

AUM $19.1MTEAM 1REPS 1

Mike Wolters & Associates, Ltd.

AUM $19MTEAM 3REPS 3

Norris Wealth Management, LLC

AUM $19MTEAM 1REPS 1

Crystal Brook Advisors

AUM $19MTEAM 1REPS 1

Beverly Hills Capital Management LLC

AUM $19MTEAM 1REPS 1

Stronghaven Capital LLC

Denver, CO

AUM $19MTEAM 1REPS 2

Winten Investment Partners, LLC

AUM $19MTEAM 1REPS 1

Versai Wealth Management LLC

AUM $19MTEAM 1REPS 1

Wank & Liptzin Advisory Services LLC

Garden City, NY

AUM $19MTEAM 2REPS 2

Michelangelo Partners, LLC

AUM $19MTEAM 1REPS 1

Lone Peak Asset Management, Inc.

Westlake Village, CA

AUM $19MTEAM 1REPS 1

Eudaimon Wealth Management

AUM $19MTEAM 1REPS 1

The Valente Group LLC

AUM $19MTEAM 1REPS 1

Oak & Reed Capital Management, LLC

Brooklyn, NY

AUM $19MTEAM 2REPS 3

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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