RIAs: Under $100M AUM

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

Bright Legacy LLC

Chino Hills, CA

AUM $9.6MTEAM 2REPS 2

Elite Wealth Partners, LLC

AUM $9.6MTEAM 1REPS 1

Selah Wealth Advisors

AUM $9.6MTEAM 1REPS 1

Calculated Financial Solutions, LLC

Cedarhurst, NY

AUM $9.6MTEAM 1REPS 1

Spicer Capital

AUM $9.6MTEAM 2REPS 1

Investry, LLC

Scarsdale, NY

AUM $9.6MTEAM 1REPS 1

Indy Advisors, LLC

AUM $9.6MREPS 2

Sunrise Wealth Management, LLC

AUM $9.6MTEAM 1REPS 1

BG Financial Advisors, LLC

AUM $9.6MTEAM 1REPS 1

Central Park Financial Planning

AUM $9.6MTEAM 1REPS 1

Wavelet Advisors

AUM $9.6MTEAM 1REPS 1

Adkins Asset Management LLC

AUM $9.6MTEAM 2REPS 2

Thistle Wealth Management, LLC

AUM $9.6MTEAM 1REPS 1

360 Aviation Advisors, LLC

Concord, NC

AUM $9.6MTEAM 1REPS 1

Welch Financial Investments, LLC

Atlanta, GA

AUM $9.6MTEAM 1REPS 1

Greater Works Wealth

AUM $9.6MTEAM 2REPS 1

Faithful Steward Wealth Management, Inc.

AUM $9.6MTEAM 1REPS 1

Jennings Investment Group, Inc.

AUM $9.6MTEAM 1REPS 1

Kilimanjaro Capital, LLC

Manhattan Beach, CA

AUM $9.6MTEAM 1REPS 1

The Wealth Observatory

AUM $9.6MTEAM 1REPS 1

Matador Financial

AUM $9.6MTEAM 4REPS 4

Financial Spyglass®

Rye, NY

AUM $9.6MTEAM 1REPS 1

Black Cat Wealth

Bozeman, MT

AUM $9.6MTEAM 1REPS 1

Amwh Asset Management LLC

AUM $9.6MTEAM 2REPS 2

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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