RIAs: Under $100M AUM

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

Montecito Investment Strategies

AUM $11.8MTEAM 1REPS 1

Tandem Financial Guidance, LLC

AUM $11.8MTEAM 1REPS 1

ACE Wealth Management, LLC

AUM $11.8MTEAM 1REPS 1

Investment Fiduciary Planners, LLC

Denver, CO

AUM $11.8MTEAM 1REPS 1

MBB Advisory LLC

AUM $11.8MTEAM 1REPS 1

Park Wealth Management

Federal Way, WA

AUM $11.8MTEAM 3REPS 3

Greenfield/Lewis Investment Counsel

AUM $11.8MTEAM 1REPS 1

ThemoneymD.com, LLC

AUM $11.8MTEAM 2REPS 1

Ollie Grant Private Wealth

Evansville, IN

AUM $11.8MTEAM 4REPS 2

Purposeful Strategic Partners

AUM $11.8MTEAM 2REPS 2

Freedom Wealth Advisors, LLC

AUM $11.7MTEAM 1REPS 1

Sonoma Mountain Financial LLC

AUM $11.7MTEAM 1REPS 1

Fairport Asset Management Corp

Fairfield, CT

AUM $11.7MTEAM 2REPS 2

Vision Wealth Advisors LLC

Lubbock, TX

AUM $11.7MTEAM 3REPS 2

First Financial Security, LLC

AUM $11.7MTEAM 1REPS 1

B.P. Walsh and Co, LLC

Branford, CT

AUM $11.7MTEAM 1REPS 1

JWC Capital Management, LLC

Annapolis, MD

AUM $11.7MTEAM 1REPS 1

Premier Prosperity Advisors LLC

AUM $11.7MTEAM 1REPS 1

Capital Stewards, LLC

Huntsville, AL

AUM $11.7MTEAM 1REPS 1

Allora Wealth, LLC

AUM $11.7MTEAM 1REPS 1

Securities Industry Management Corp.

AUM $11.7MTEAM 1REPS 2

Livingston Financial Planning, Inc.

Santa Rosa Beach, FL

AUM $11.7MTEAM 2REPS 2

Aequitas Equitas Wealth Management LLC

AUM $11.7MTEAM 2REPS 1

Winter Harbor Advisors, L.L.C.

AUM $11.7MTEAM 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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