RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Focused Up Financial, LLC

AUM $12.5MTEAM 1REPS 1

Core Capital Management, LLC

AUM $12.5MTEAM 1REPS 1

Waterstone Advisors LLC

AUM $12.5MTEAM 1REPS 1

Advantage Financial Services, Inc.

Littleton, CO

AUM $12.5MTEAM 1REPS 1

Brown Bridge Capital, LLC

Bellevue, WA

AUM $12.5MTEAM 1REPS 1

Ability First

Phoenix, AZ

AUM $12.5MTEAM 1REPS 1

Pakha Investment Advisory

Redlands, CA

AUM $12.5MTEAM 1REPS 1

Northside Group Wealth Management, LLC

Mount Airy, NC

AUM $12.5MTEAM 1REPS 1

Phoenix Financial Engineering, LLC

AUM $12.5MTEAM 1REPS 1

Walker Capital Advisors

New York, NY

AUM $12.5MTEAM 1REPS 1

New West Asset Management

AUM $12.5MTEAM 1REPS 1

Lefils Wealth Management LLC

Orange City, FL

AUM $12.5MTEAM 1REPS 1

Wealth Mode

Bountiful, UT

AUM $12.5MTEAM 2REPS 1

Beechwood Capital Management, Inc.

Montgomery, OH

AUM $12.5MTEAM 1REPS 1

Integrated Planning Strategies, LLC

AUM $12.5MTEAM 1REPS 1

Fountainhead Fiduciary, LLC

Solomons, MD

AUM $12.5MTEAM 2REPS 2

Lobnek Wealth Management Inc.

Geneva

AUM $12.5MTEAM 4REPS 2

Grand Arbor Advisors

AUM $12.5MTEAM 1REPS 1

Shidoosh Wealth Management LLC

AUM $12.5MTEAM 1REPS 1

Estee Advisors LLC

Short Hills, NJ

AUM $12.5MTEAM 3REPS 2

Kenney Wealth Planning & Management

AUM $12.4MTEAM 1REPS 1

The Jamison Edward Group

Kearney, MO

AUM $12.4MTEAM 3REPS 3

Kollar Wealth Advisors, LLC

Northbrook, IL

AUM $12.4MTEAM 1REPS 2

Marathon Wealth Incorporated

AUM $12.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,658 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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