RIAs: Under $100M AUM

12,977 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Cogwheel Wealth Management, LLC

AUM $18.9MTEAM 1REPS 1

Paceline Wealth Management, LLC

AUM $18.9MTEAM 1REPS 1

Schwartz Investment Management Co

Dickinson, ND

AUM $18.9MTEAM 1REPS 1

Harmonic Investment Advisors

AUM $18.9MTEAM 1REPS 1

Evia Investment Advisors

AUM $18.9MTEAM 1REPS 1

Pro:Act Capital Management

AUM $18.9MTEAM 1REPS 1

Schutte Financial LLC

Denver, CO

AUM $18.9MTEAM 1REPS 1

Progeny Wealth Management LLC

Baton Rouge, LA

AUM $18.9MTEAM 2REPS 2

Brevity & Associates

AUM $18.9MTEAM 1REPS 1

Penny Lane Wealth Management, LLC

Tacoma, WA

AUM $18.9MTEAM 3REPS 3

Taylor K A Associates Inc

AUM $18.9MTEAM 1REPS 1

Laird - Altman Holdings LLC

AUM $18.9MTEAM 1REPS 1

Kinetic Wealth

Knoxville, TN

AUM $18.9MTEAM 1REPS 2

AC3 Capital

AUM $18.9MTEAM 1REPS 1

Spencer Financial Planning, LLC

AUM $18.9MTEAM 1REPS 1

Stone Financial

AUM $18.9MTEAM 1REPS 1

Luminary Financial Advisors, LLC

Cocoa Beach, FL

AUM $18.9MTEAM 1REPS 1

Rader Wealth Management LLC

Las Vegas, NV

AUM $18.9MTEAM 1REPS 1

Allmerits Asset, LLC

Buena Park, CA

AUM $18.9MTEAM 12REPS 10

Whitestone Wealth Advisors, LLC

Rowlett, TX

AUM $18.8MTEAM 1REPS 3

Millenium Financial Services

AUM $18.8MTEAM 1REPS 1

Visionary Planning & Investment, LLC

AUM $18.8MTEAM 1REPS 1

Northquant Capital Management, LLC

AUM $18.8MTEAM 1REPS 1

The Retirement Specialist Of Central Ohio

Newark, OH

AUM $18.8MTEAM 3REPS 2

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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