RIAs: Under $100M AUM

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

Cleartree Asset Management, Inc.

Tampa, FL

AUM $17.3MTEAM 1REPS 1

Millers Financial Group, LLC

Lancaster, PA

AUM $17.3MTEAM 1REPS 1

Karafilis Investments Corporation

AUM $17.3MTEAM 2REPS 2

Archway Private Wealth LLC

Manchester

AUM $17.3MTEAM 3REPS 3

Somerset Wealth Management, LLC

Portland, OR

AUM $17.3MTEAM 2REPS 2

Cone Advisory Group, Inc.

Ayden, NC

AUM $17.3MTEAM 2REPS 2

Oread Wealth Partners

AUM $17.3MTEAM 1REPS 1

Single A Capital, LLC

AUM $17.3MTEAM 1REPS 1

Resolve Financial, LLC

AUM $17.3MTEAM 1REPS 1

Crawford Advisory Group, LLC

Austin, TX

AUM $17.3MTEAM 2REPS 1

Ohlmann Investment Advisors LLC

AUM $17.3MTEAM 2REPS 2

Arden Wealth Management

AUM $17.3MTEAM 1REPS 1

Leverage Financial Advisory

Wilmington, MA

AUM $17.3MTEAM 1REPS 1

Focal Point Financial Planning, LLC

AUM $17.3MTEAM 1REPS 1

Premier Wealth Solutions, LLC

Lakewood, CO

AUM $17.3MTEAM 2REPS 2

Baviello Investment Management, LLC

AUM $17.3MTEAM 1REPS 1

Twin Rivers Advisors, LLC

Blackstone, VA

AUM $17.3MTEAM 3REPS 2

Amfa LLC

AUM $17.3MTEAM 5REPS 3

Brownstone Financial Group LLC

Londonderry, NH

AUM $17.3MTEAM 2REPS 3

LMC Investments, Inc.

Wellesley, MA

AUM $17.2MTEAM 2REPS 2

North Creek Capital, LLC

Seattle, WA

AUM $17.2MTEAM 1REPS 1

Pureretire LLC

AUM $17.2MTEAM 1REPS 1

Black Lake Capital Corp.

AUM $17.2MTEAM 1REPS 1

FS Financial Advisors, LLC

Dallas, TX

AUM $17.2MTEAM 4REPS 2

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,036 FIRMS

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