RIAs: Under $100M AUM

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

Legacy Wealth Planning, LLC

Overland Park, KS

AUM $11.5MTEAM 2REPS 2

Directional Financial Services

Seattle, WA

AUM $11.5MTEAM 4REPS 4

7 Star Investment Advisors

AUM $11.4MTEAM 1REPS 1

LBG Advisor

Irvine, CA

AUM $11.4MTEAM 1REPS 3

Holyoak Wealth Management, LLC

AUM $11.4MTEAM 1REPS 1

Pickwick Wealth Management

Deerfield, IL

AUM $11.4MTEAM 2REPS 2

Intrust Advisors, Inc.

AUM $11.4MTEAM 2REPS 2

Hacket Asset Management, Inc.

AUM $11.4MTEAM 1REPS 1

Lakeside Planning

AUM $11.4MTEAM 1REPS 1

Carlson Planning Company

AUM $11.4MTEAM 1REPS 1

Prosus Wealth Management

New York, NY

AUM $11.4MTEAM 1REPS 2

Catlin Financial, LLC

Beaver, PA

AUM $11.4MTEAM 1REPS 1

Kinnect Advisor Group, L.L.C.

AUM $11.4MTEAM 1REPS 1

Crystal Capital Advisors, LLC

AUM $11.4MTEAM 2REPS 2

Atlas Capital Management

Thousand Oaks, CA

AUM $11.4MTEAM 1REPS 1

Potomac Investment Management, Inc.

AUM $11.4MTEAM 1REPS 1

Namesake Group

AUM $11.4MTEAM 1REPS 1

Marshall Point Advisors LLC

AUM $11.4MTEAM 1REPS 1

Sure Foundation Wealth Planning, LLC

AUM $11.4MTEAM 1REPS 1

Linc Wealth Solutions

Norristown, PA

AUM $11.4MTEAM 1REPS 1

Circle R Wealth LLC

Crivitz, WI

AUM $11.3MTEAM 1REPS 1

Campbell & Associates

Winter Haven, FL

AUM $11.3MTEAM 2REPS 2

Retirement Capital Advisors

West Palm Beach, FL

AUM $11.3MTEAM 5REPS 4

True Equity Wealth Management LLC

Nashville, TN

AUM $11.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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