RIAs: Under $100M AUM

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

Green Street Wealth Advisory, LLC

North Kingstown, RI

AUM $10.6MTEAM 1REPS 1

O'Gorman Asset Management, Inc.

AUM $10.6MTEAM 1REPS 1

Pariter Wealth Management Group LLC

Guaynabo, PR

AUM $10.6MTEAM 3REPS 3

Cimarron Wealth Management, LLC

AUM $10.6MTEAM 1REPS 1

Cambria Capital LLC

Salt Lake City , UT

AUM $10.6MTEAM 5REPS 3

Diogenes Financial LLC

AUM $10.6MTEAM 1REPS 1

Uvest Advisory Group, LLC

AUM $10.5MTEAM 1REPS 1

ETF Strategies, LLC

AUM $10.5MTEAM 1REPS 1

Retirement Wealth Guidance LLC

Albuquerque, NM

AUM $10.5MTEAM 1REPS 1

Delta & Gamma Capital Management LLC

New York, NY

AUM $10.5MTEAM 1REPS 1

Ames Capital Management, Inc.

AUM $10.5MTEAM 1REPS 1

Anthem Asset Management

Glastonbury, CT

AUM $10.5MTEAM 1REPS 1

Compound Wealth Advisors

AUM $10.5MTEAM 1REPS 1

Brooks Wealth Management

Westlake Village, CA

AUM $10.5MTEAM 1REPS 1

Axis Financial, LLC

Odon, IN

AUM $10.5MTEAM 1REPS 1

Money Compass Advisors

AUM $10.5MTEAM 1REPS 1

Tavco Financial Advisory, Inc

Springfield, OH

AUM $10.5MTEAM 4REPS 4

Marsh Financial Group

AUM $10.5MTEAM 2REPS 2

Unleashed Financial LLC

AUM $10.5MTEAM 1REPS 1

Arch Financial Planning, LLC

AUM $10.5MTEAM 1REPS 1

Great Plans Capital Management, LLC

Cary, NC

AUM $10.5MTEAM 2REPS 2

Vivifi Planning

AUM $10.5MTEAM 2REPS 1

Lone Peak Capital Management, LLC

Lehi, UT

AUM $10.5MTEAM 1REPS 1

Skyview Pinnacle

AUM $10.5MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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