RIAs: Under $100M AUM

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

Milestone Wealth Strategies

Plano, TX

AUM $8MTEAM 1REPS 1

My Money Mgr

AUM $8MTEAM 1REPS 1

Bleidorn Tax & Investment Services, LLC

AUM $8MTEAM 1REPS 1

Wagner Wealth Management LLC

AUM $8MTEAM 1REPS 1

Bloch Private Wealth, LLC

AUM $8MTEAM 1REPS 1

James Wheeler & Co Advisors

ERG Asset Management LLC

Norwalk, CT

AUM $8MTEAM 2REPS 9

Derenzo Advisors LLC

AUM $8MTEAM 1REPS 1

Ahlbeck Financial

Des Plaines, IL

AUM $8MTEAM 2REPS 2

Nexus Wealth Management, LLC

Chesapeake, VA

AUM $8MTEAM 1REPS 1

JMO Financial

Carlsbad, CA

AUM $8MTEAM 1REPS 1

Burkart & Stevens Wealth Management

San Luis Obispo, CA

AUM $8MTEAM 1REPS 1

Legacy Harbor

Plano, TX

AUM $8MTEAM 1REPS 1

Prudent Growth Investments LLC

Natick, MA

AUM $8MTEAM 1REPS 1

Navwell Advisors

Garden City, NY

AUM $7.9MTEAM 1REPS 1

Flyway Financial

AUM $7.9MTEAM 1REPS 1

The Butterfield Group LLC

AUM $7.9MTEAM 1REPS 1

Styled Wealth

AUM $7.9MTEAM 1REPS 1

James D. Vooys Cpa/Pfs

AUM $7.9MTEAM 1REPS 1

Girton Capital Management, Inc.

AUM $7.9MTEAM 1REPS 1

Gunnell Financial Planning

Plainfield, IN

AUM $7.9MTEAM 1REPS 1

Life's Business, Inc.

Atlanta, GA

AUM $7.9MTEAM 1REPS 1

Monument Retirement & Wealth Advisory, LLC

Allen, TX

AUM $7.9MTEAM 1REPS 1

Charleston Equity Partners, LLC

Charleston, SC

AUM $7.9MTEAM 4REPS 4

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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