RIAs: Under $100M AUM

12,965 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Valkyrie Financial

AUM $8.4MTEAM 1REPS 1

Brimstone Asset Management Company Limited

Hong Kong

AUM $8.4MTEAM 6REPS 3

F3 Wealth Management, LLC

AUM $8.4MTEAM 1REPS 1

Peaceful Advisors LLC

Tustin, CA

AUM $8.4MTEAM 1REPS 1

Richard Miller Financial Services, LLC

Zanesville, OH

AUM $8.4MTEAM 1REPS 1

Time & Wealth Management, LLC

Charleston, SC

AUM $8.4MTEAM 1REPS 1

Dias Wealth, LLC

Lake Mary, FL

AUM $8.4MTEAM 1REPS 1

Left Coast Investment Strategies LLC

AUM $8.4MTEAM 1REPS 1

Triple Play Planning, LLC

AUM $8.4MTEAM 1REPS 1

Greater Wealth

Westport, CT

AUM $8.4MTEAM 2REPS 2

Noble Wealth

Zephyrhills, FL

AUM $8.4MTEAM 1REPS 1

Lotusment Advisors, LLC

AUM $8.4MTEAM 1REPS 1

Structured Portfolio Solutions, LLC

AUM $8.4MTEAM 1REPS 1

Enlightened Advisors Wealth Management LLC

AUM $8.3MTEAM 1REPS 1

Bayesian Investment Management

AUM $8.3MTEAM 1REPS 1

Better Pockets Financial

Fort Collins, CO

AUM $8.3MTEAM 5REPS 4

E2 Financial Services, LLC

AUM $8.3MTEAM 1REPS 1

Ferry Capital Management LLC

AUM $8.3MTEAM 1REPS 2

Fangorn Wealth Management

AUM $8.3MTEAM 1REPS 1

Hoover Capital Management, LLC

Southlake, TX

AUM $8.3MTEAM 1REPS 1

Shepherd's Financial LLC

Knoxville, TN

AUM $8.3MTEAM 1REPS 1

KIM Knotts, Ria

Folsom, CA

AUM $8.3MTEAM 1REPS 1

National Christian Financial Advisors, Inc

AUM $8.3MTEAM 1REPS 3

Lattanzi Financial Services LLC

Revere, MA

AUM $8.3MTEAM 2REPS 3

Other AUM ranges

$100M – $500MReported AUM7,655 FIRMS $500M – $1BReported AUM2,396 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,033 FIRMS

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