RIAs: Under $100M AUM

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

Eagle Wealth Management, Inc.

AUM $13.1MTEAM 1REPS 1

HFG Capital

Summerville, SC

AUM $13.1MTEAM 3REPS 3

Foresight Strategic Partners, LLC

AUM $13.1MTEAM 2REPS 1

Noda Wealth Management LLC

AUM $13.1MTEAM 1REPS 1

Cowan Financial Services, LLC

AUM $13.1MTEAM 1REPS 1

Totem Wealth Management LLC

AUM $13.1MTEAM 3REPS 2

Silicon Beach Financial LLC

AUM $13MTEAM 1REPS 1

Stephen A. Dipisa Registered Investment Advisor

AUM $13MTEAM 1REPS 1

Clothier Springs Capital Management, LLC

AUM $13MTEAM 1REPS 1

PLW Financial

New Braunfels, TX

AUM $13MTEAM 1REPS 1

Symphony One Capital Management, LLC

Dallas, TX

AUM $13MTEAM 4REPS 3

Comprehensive Wealth Planning, LLC

AUM $13MTEAM 1REPS 1

Fiduciary Architects LLC

Newport Beach, CA

AUM $13MTEAM 2REPS 2

Sevensuede Investment Advisor

AUM $13MTEAM 3REPS 3

Chess Financial Planning LLC

AUM $13MTEAM 1REPS 1

Randall P Martin

AUM $13MTEAM 1REPS 1

Evergreen Investment Management, LLC

AUM $13MTEAM 1REPS 1

Keaton Capital Management L.L.C.

AUM $13MTEAM 1REPS 1

Freedom Financial Advisors, LLC

South Charleston, WV

AUM $13MTEAM 3REPS 4

Clearview Financial Strategies LLC

AUM $13MTEAM 1REPS 1

Argos Global Advisors, LLC

Santa Barbara, CA

AUM $13MTEAM 3REPS 3

BE Investment Management

AUM $13MTEAM 1REPS 1

Revision Wealth Management LLC

Gainesville, FL

AUM $13MTEAM 4REPS 3

Clarion River Adventures, LLC

Canton, OH

AUM $13MTEAM 1REPS 1

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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