RIAs: Under $100M AUM

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

Spencer Financial Advisors

AUM $14MTEAM 1REPS 1

Klein Asset Management LLC

AUM $14MTEAM 1REPS 1

Hanna Financial and Tax Services

AUM $14MTEAM 2REPS 1

Tiercel Capital Texas LLC

Houston, TX

AUM $14MTEAM 2REPS 2

Bunnen Financial Management LLC

AUM $14MTEAM 1REPS 1

Increase Consultants LLC

Missouri City, TX

AUM $14MTEAM 3REPS 3

Premca LLC

AUM $14MTEAM 1REPS 1

Vaughan Investment Advisors, LLC

Worthington, OH

AUM $14MTEAM 1REPS 1

Deafinvest

Tysons, VA

AUM $14MTEAM 1REPS 1

BCM Wealth Management, LLC

AUM $14MTEAM 1REPS 1

Collaborative Financial Solutions LLC

Brookline, MA

AUM $14MTEAM 1REPS 1

The Faragi Group

Forked River, NJ

AUM $14MTEAM 1REPS 1

Aure Investments

Tampa, FL

AUM $14MTEAM 1REPS 1

Eddie Haggar Capital Mgt, Inc.

AUM $14MTEAM 1REPS 1

Olsen Family Financial, LLC

AUM $14MTEAM 3REPS 3

ROW Management Inc.

Brooklyn, NY

AUM $14MTEAM 2REPS 2

Klein Financial Advisors

AUM $14MTEAM 1REPS 1

Cochran Wealth LLC

AUM $14MTEAM 1REPS 1

Gardiner Financial, Inc.

AUM $14MTEAM 1REPS 1

Goal Wealth Advisory Group, LLC

AUM $14MTEAM 1REPS 1

Dscqg Pr LLC

San Juan, PR

AUM $14MTEAM 3REPS 2

OBN Wealth Advisors

AUM $14MTEAM 1REPS 1

Bricks & Mortar Capital

AUM $14MTEAM 1REPS 1

Hawk100

Dublin, OH

AUM $14MTEAM 2REPS 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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