RIAs: Under $100M AUM

12,966 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Dittrich Financial Group LLC

AUM $9.8MTEAM 1REPS 1

Jefferson Asset Management

AUM $9.8MREPS 1

A.E. Laufer Financial Services, Inc.

Fort Lauderdale, FL

AUM $9.8MTEAM 1REPS 1

ASA Advisors, Inc.

AUM $9.8MTEAM 4REPS 1

Owtur Investment Advisors, LLC

AUM $9.8MTEAM 1REPS 1

Sullivan Dunn Wealth Management

Okemos, MI

AUM $9.8MTEAM 2REPS 1

ABG Financial Services, Inc.

Atlanta, GA

AUM $9.8MTEAM 1REPS 2

Witter & Lester Inc

AUM $9.8MTEAM 2REPS 2

Easan Katir Wealth Management

AUM $9.8MTEAM 1REPS 1

Amerina International Capital Management LLC

Dallas, TX

AUM $9.8MTEAM 1REPS 1

Ford Investment Counsel LLC

AUM $9.8MTEAM 1REPS 1

SOL Financial

Miami, FL

AUM $9.8MTEAM 1REPS 1

Ronald J. Rich Financial Advising

AUM $9.8MTEAM 1REPS 1

Anchored Wealth

The Woodlands, TX

AUM $9.8MTEAM 2REPS 1

CVW Financial, LLC

AUM $9.8MTEAM 1REPS 1

Champion Financial Planning LLC

AUM $9.8MTEAM 1REPS 1

Hommel Wealth Management, Inc.

Garden City, NY

AUM $9.8MTEAM 1REPS 1

Simplified Wealth LLC

AUM $9.7MTEAM 1REPS 1

Capstone Global Advisors, LLC

AUM $9.7MTEAM 1REPS 1

Adaptive Financial Solutions Inc

AUM $9.7MTEAM 1REPS 1

FPR Investments LLC

AUM $9.7MTEAM 1REPS 1

Dreamfield Planning Group, LLC

Braintree, MA

AUM $9.7MTEAM 1REPS 1

Ball Wealth Management LLC

AUM $9.7MTEAM 1REPS 1

Nichols Wealth Advisors

AUM $9.7MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,656 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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