RIAs: Under $100M AUM

12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Poder Wealth Advisors

Bethesda, MD

AUM $12.3MTEAM 2REPS 2

HN Buss Investing

AUM $12.2MTEAM 1REPS 1

Ulivi Wealth Management

Orange, CA

AUM $12.2MTEAM 1REPS 1

Thomas Investment Advisors Llc

Orange, CA

AUM $12.2MTEAM 2REPS 2

MEV Value Llc

AUM $12.2MTEAM 1REPS 1

JWK Financial

AUM $12.2MTEAM 1REPS 1

Fundamental Investment Services, Llc

AUM $12.2MTEAM 2REPS 3

Purpose Financial Planning Llc

AUM $12.2MTEAM 1REPS 1

Sierra Financial Management CO.

AUM $12.2MTEAM 1REPS 1

Polaris Asset Management, Llc

Sugar Hill, GA

AUM $12.2MTEAM 1REPS 1

THE Oakes Financial Group

AUM $12.2MTEAM 1REPS 1

Rocky Mountain Financial Solutions InC.

AUM $12.2MTEAM 1REPS 1

Safe Bay Retirement Advisors

AUM $12.2MTEAM 1REPS 1

Mabry Wealth Management, Llc

Fort Wayne, IN

AUM $12.2MTEAM 1REPS 1

Yegen Financial Group, Ltd

AUM $12.2MTEAM 1REPS 1

Ridgepoint Wealth Advisors Llc

AUM $12.2MTEAM 1REPS 1

Schear Capital, InC.

Blue Ash, OH

AUM $12.2MTEAM 2REPS 2

Wellth Financial Planning

AUM $12.2MTEAM 1REPS 1

Rhodo Wealth Management Llc

Geneva, IL

AUM $12.2MTEAM 1REPS 1

Resch Financial Group

AUM $12.2MTEAM 1REPS 1

Gold Coast Advisors, Llc

Port Washington, NY

AUM $12.2MTEAM 2REPS 1

Lendingrobot

AUM $12.2MTEAM 2REPS 1

Kaitz Investments InC.

AUM $12.2MTEAM 1REPS 1

Harris Wealth Management

AUM $12.2MTEAM 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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