RIAs: Under $100M AUM

12,998 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

STANDARD PLANNING COMPANY

AUM $86MTEAM 1REPS 1

STORIE FINANCIAL ADVISORY LLC

CANONSBURG, PA

AUM $86MTEAM 1REPS 1

BORTOLUSSI WEALTH MANAGEMENT, INC.

SOUTHBOROUGH, MA

AUM $86MTEAM 3REPS 3

CERTITUDE ADVISORS, LLC

NORTHFIELD, IL

AUM $86MTEAM 4REPS 3

VON ADELUNG WEALTH MANAGEMENT

MONTROSE, CA

AUM $86MTEAM 5REPS 3

INSPIRE WEALTH PARTNERS

AUM $85.9MTEAM 1REPS 1

J.P. WEALTH MANAGEMENT, LLC

AUM $85.9MTEAM 1REPS 1

ABBEY HILL FINANCIAL ADVISORS, LLC

AUM $85.9MTEAM 1REPS 2

TC ADVISORS LTD.

SALINA, KS

AUM $85.9MTEAM 4REPS 4

OCEAN AVENUE WEALTH MANAGEMENT

SANTA MONICA, CA

AUM $85.9MTEAM 1REPS 1

GRIDLEY ASSOCIATES INC

AUM $85.9MTEAM 1REPS 2

IMPACTADVISOR LLC

SAN FRANCISCO, CA

AUM $85.8MTEAM 3REPS 3

GOAL LINE WEALTH MANAGEMENT, INC.

AUM $85.8MTEAM 1REPS 1

TALLAHASSEE FINANCIAL ADVISORS, INC.

TALLAHASSEE, FL

AUM $85.7MTEAM 4REPS 1

STRATTON LAMB ADVISORS LLC

AUM $85.7MTEAM 2REPS 2

ARROW INVESTMENT MANAGEMENT, LLC

New York, NY

AUM $85.6MTEAM 5REPS 3

BAKOS INVESTMENT MANAGEMENT

AUM $85.6MTEAM 2REPS 3

DSW INVESTMENT, LLC

AUM $85.6MTEAM 1REPS 1

PEDICORD WEALTH MANAGEMENT, LLC

ROCKLIN, CA

AUM $85.6MTEAM 1REPS 1

WIMER INVESTMENT MANAGEMENT

AUM $85.6MTEAM 1REPS 1

JONES GREGG FINANCIAL, LLC

Charlotte, NC

AUM $85.6MTEAM 2REPS 1

HUFFMAN WEALTH MANAGEMENT

CINCINNATI, OH

AUM $85.6MTEAM 2REPS 2

SEAGRASS FINANCIAL, LLC

AUM $85.5MTEAM 1REPS 1

REICHER CAPITAL MANAGEMENT, LLC

KENTFIELD, CA

AUM $85.5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,647 FIRMS $500M – $1BReported AUM2,403 FIRMS $1B – $5BReported AUM3,235 FIRMS Over $5BReported AUM2,032 FIRMS

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