RIAs: Under $100M AUM

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

Proforza Advisors LLC

AUM $9.5MTEAM 2REPS 2

Bernstein Financial Advisory

AUM $9.5MTEAM 1REPS 1

Smith Capital Management, LLC

AUM $9.5MTEAM 1REPS 1

Calibrate Wealth, LLC

AUM $9.5MTEAM 1REPS 2

Sage Capital Advisors, LLC

AUM $9.5MTEAM 1REPS 1

Scamardo Financial LLC

AUM $9.5MTEAM 1REPS 1

Vanderheiden Financial

AUM $9.5MTEAM 1REPS 1

Oak Private Wealth LLC

AUM $9.5MTEAM 1REPS 1

Kellogg Wealth Advisors, Inc.

AUM $9.5MTEAM 1REPS 1

Morter Investment Management LLC

AUM $9.5MTEAM 1REPS 1

Abundance Advisers

Pleasanton, CA

AUM $9.5MTEAM 1REPS 1

SCD Capital, Inc.

AUM $9.5MTEAM 1REPS 1

Silver Leaf Financial, Inc.

Scottsdale, AZ

AUM $9.5MTEAM 1REPS 1

Southward Financial Services, LLC

AUM $9.5MTEAM 2REPS 1

Silver Strand Financial Planning

AUM $9.5MTEAM 1REPS 1

Campbell Advisory Services, LLC

Newport Beach, CA

AUM $9.5MTEAM 1REPS 1

Pacesetter Planning LLC

AUM $9.5MTEAM 2REPS 1

Ruby Pebble Financial Planning LLC

AUM $9.5MTEAM 1REPS 1

Hamsher Wealth Management, LLC

Greenwood Village, CO

AUM $9.4MTEAM 2REPS 2

Navalfa Activos Alternativos

Mexico City

AUM $9.4MTEAM 4REPS 2

Virgo Digital Asset Management Inc.

North York

AUM $9.4MTEAM 8REPS 4

Elemental Wealth Advisors, LLC

San Luis Obispo, CA

AUM $9.4MTEAM 1REPS 3

YZ Financial Advisors LLC

AUM $9.4MTEAM 1REPS 1

Allegiant Financial Advisors, LLC

Miami Beach, FL

AUM $9.4MTEAM 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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