RIAs: Under $100M AUM

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

Dakota Asset Management, LLC

AUM $17.5MTEAM 2REPS 2

Foundation Financial Inc.

AUM $17.5MTEAM 1REPS 1

Treeline Financial Planning

AUM $17.5MTEAM 1REPS 1

Anfield Wealth Management

AUM $17.5MTEAM 1REPS 1

Sophos Wealth Management

AUM $17.5MTEAM 1REPS 1

Rawlings Wealth Management

AUM $17.5MTEAM 1REPS 1

Sentient Financial, LLC

Laguna Niguel, CA

AUM $17.5MTEAM 1REPS 1

Aspen Financial, Inc.

AUM $17.5MTEAM 1REPS 1

Legacy Global Management, L.L.C.

AUM $17.5MTEAM 1REPS 1

Flattery Wealth Management LLC

North Kansas City, MO

AUM $17.5MTEAM 1REPS 1

Mike Sena Advisors, Inc.

AUM $17.5MTEAM 1REPS 1

Fitch Financial Advisors LLC

AUM $17.5MTEAM 1REPS 1

Skylid Capital Management, Inc.

AUM $17.5MTEAM 1REPS 1

Pivotal Wealth And Tax

Preston, MN

AUM $17.4MTEAM 4REPS 4

Orion Financial Advisors

Voorhees, NJ

AUM $17.4MTEAM 2REPS 3

Phase Line Financial

AUM $17.4MTEAM 1REPS 1

The Money Guys

AUM $17.4MTEAM 1REPS 1

ABA Capital LLC

AUM $17.4MTEAM 1REPS 1

Focus Wealth Advisors LLC

AUM $17.4MTEAM 2REPS 2

Mead Wealth Management LLC

AUM $17.4MTEAM 1REPS 1

Vios Asset Management LLC

San Francisco, CA

AUM $17.4MTEAM 3REPS 1

Bdkmarketgroup Investment Management LLC

Wellesley, MA

AUM $17.4MTEAM 1REPS 1

Mesa Wealth Management

Camarillo, CA

AUM $17.4MTEAM 1REPS 1

Cooper Capital, Inc.

Sandpoint, ID

AUM $17.4MTEAM 1REPS 1

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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