RIAs: Under $100M AUM

12,922 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Chuisano and Albert, L.L.C.

Old Bridge, NJ

AUM $15MTEAM 1REPS 1

Mark Sharp Retirement

AUM $15MTEAM 1REPS 1

Viagem, LLC

Saint Louis, MO

AUM $15MTEAM 1REPS 1

Pointe Equity Partners LLC

AUM $15MTEAM 1REPS 1

Mighty Oak Management LLC

AUM $15MTEAM 3REPS 3

Andrews Investment Management

Augusta, GA

AUM $15MTEAM 1REPS 1

Pro Tax Financial Services, LLC

Mesa, AZ

AUM $15MTEAM 7REPS 1

Swiss American Asset Management

Glendale, AZ

AUM $15MTEAM 1REPS 1

Veterinary Financial Group LLC

AUM $15MTEAM 1REPS 1

Voltz Asset Management Inc.

AUM $15MTEAM 1REPS 1

Lupu Financial

Irvine, CA

AUM $15MTEAM 1REPS 2

M3 Asset Management, Inc.

Pasadena, CA

AUM $15MTEAM 1REPS 1

Northbrook Financial Group, LLC

Auburn, CA

AUM $15MTEAM 1REPS 1

Fawley Wealth International

AUM $15MTEAM 1REPS 1

Black Oak Wealth Management, LLC

AUM $15MTEAM 1REPS 1

Melissa Matson LLC

Henderson, NV

AUM $15MTEAM 1REPS 3

Hazel Ridge Advisors, LLC

AUM $15MTEAM 1REPS 1

Hayden Lipp Registered Investment Advisor

AUM $15MTEAM 1REPS 1

JLA Investment Management

AUM $15MTEAM 1REPS 1

Alliance Advisors Wealth Management LLC

Novi, MI

AUM $15MTEAM 1REPS 1

Prestonwood Capital Management, LLC

Plano, TX

AUM $15MTEAM 1REPS 1

Cowan Capital Advisors

AUM $15MTEAM 1REPS 1

Redwood Financial Advisors, Inc

San Rafael, CA

AUM $15MTEAM 1REPS 1

D/B/A Financial Awareness Institute

Sharon, WI

AUM $15MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,772 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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