RIAs: Under $100M AUM

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

Farrecian Investments Inc

Wichita, KS

AUM $11.6MTEAM 1REPS 1

Freedom Mountain Investments

AUM $11.5MTEAM 1REPS 1

Mercer Financial Group, Inc.

AUM $11.5MTEAM 1REPS 1

Wealth Management Services of Austin, LLC

Austin, TX

AUM $11.5MTEAM 1REPS 1

Wolff Financial

AUM $11.5MTEAM 1REPS 1

Bert Riddell Cramer, Investment Adviser

AUM $11.5MTEAM 1REPS 1

Thomas Smith and Associates, Inc.

AUM $11.5MTEAM 2REPS 2

Equatorial Advisors, LLC

AUM $11.5MTEAM 1REPS 1

Park Lane Financial Group LLC

Exeter, PA

AUM $11.5MTEAM 4REPS 3

New Capital Management, LLC

AUM $11.5MTEAM 2REPS 1

Sea Change Financial Planning

AUM $11.5MTEAM 1REPS 1

Clavis Capital Management, LLC

Englewood Cliffs, NJ

AUM $11.5MTEAM 2REPS 2

Douglass Financial Group

Greenwood Village, CO

AUM $11.5MTEAM 1REPS 1

Crouch Investment Group, Inc.

AUM $11.5MTEAM 2REPS 2

Scamardo Financial LLC

AUM $11.5MTEAM 1REPS 1

Financial Equations Advisors, Inc.

Corona, CA

AUM $11.5MTEAM 2REPS 2

Financial Partners, Inc.

AUM $11.5MTEAM 1REPS 1

Limber Capital LLC

AUM $11.5MTEAM 1REPS 1

Level Up Wealth Management

AUM $11.5MTEAM 1REPS 1

Financial Planning Center

AUM $11.5MTEAM 1REPS 1

First American Financial Advisors, Inc.

Overland Park, KS

AUM $11.5MTEAM 4REPS 4

Enterprise Value Capital Management, LLC

New York, NY

AUM $11.5MTEAM 1REPS 1

Ripple Ridge Enterprises LLC

Countryside, IL

AUM $11.5MTEAM 1REPS 1

Mpower Wealth Management, LLC

AUM $11.5MTEAM 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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