RIAs: Under $100M AUM

12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Rothrock Financial Group

Fairport, NY

AUM $10MTEAM 1REPS 1

Agora Investments

Dayton, OH

AUM $10MTEAM 1REPS 1

DST Sherpa

AUM $10MTEAM 2REPS 2

Russell Doe Financial Services

Burbank, CA

AUM $10MTEAM 1REPS 1

MSA Capital Management, Pllc

AUM $10MTEAM 1REPS 1

Beechnut Capital Management LLC

AUM $10MTEAM 1REPS 1

Wood River Consulting

AUM $10MTEAM 1REPS 1

Wolfdog Capital LLC

AUM $10MTEAM 1REPS 1

Galloway Capital Partners, LLC

Miami, FL

AUM $10MTEAM 2REPS 1

Barton Creek Investment Advisors

Austin, TX

AUM $10MTEAM 1REPS 1

Westchester Wealth Management

AUM $10MTEAM 1REPS 1

Butler & Co, Inc.

South Windsor, CT

AUM $10MTEAM 1REPS 1

KD Wealth Management LLC

Hampton, NH

AUM $10MTEAM 1REPS 1

Typhon Advisors, LLC

Miami Beach, FL

AUM $10MTEAM 3REPS 1

Joyful Steward Services

AUM $10MTEAM 1REPS 2

First Class Capital

Liberty, MO

AUM $10MTEAM 1REPS 1

Attivo Legacy Advisors, LLC

Corona, CA

AUM $10MTEAM 4REPS 1

Howlett Tax Services, Inc

AUM $10MTEAM 1REPS 1

10 West Advisors, Inc.

Los Angeles, CA

AUM $10MTEAM 1REPS 1

Family Investment Planning, LLC

Elm Grove, WI

AUM $10MTEAM 1REPS 1

Wilson Financial Advisory Services

AUM $10MTEAM 1REPS 1

Ayla Capital

AUM $10MTEAM 1REPS 1

BOB Holbrook Holdings LLC

AUM $10MTEAM 1REPS 1

Retirement Resources Inc.

Overland Park, KS

AUM $10MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,236 FIRMS Over $5BReported AUM2,032 FIRMS

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