RIAs: Under $100M AUM

12,859 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Financial Analytics, LLC

AUM $7.7MTEAM 1REPS 1

BIY Financial, LLC

AUM $7.7MTEAM 1REPS 1

Wealthprotect Advisors LLC

AUM $7.7MTEAM 1REPS 1

SDM Investments, LLC

Merrillville, IN

AUM $7.7MTEAM 1REPS 2

EZ Financial Group Inc.

AUM $7.7MTEAM 1REPS 1

Hivest Financial LLC

AUM $7.7MTEAM 1REPS 1

95 Impact Partners, LLC

AUM $7.7MTEAM 2REPS 2

Blue Ocean Investment Partners

AUM $7.7MTEAM 1REPS 1

Clearwater Wealth Management

AUM $7.7MTEAM 1REPS 1

Alphabit Investments, LLC

Forest City, IA

AUM $7.7MTEAM 5REPS 2

Wealth Preservation Consultants, LLC

AUM $7.7MTEAM 1REPS 1

Tricord Wealth Advisors

Columbus, OH

AUM $7.7MTEAM 1REPS 1

Million Pebbles

AUM $7.7MTEAM 1REPS 1

Lamberson Knight Wealth Management LLC

AUM $7.7MTEAM 1REPS 1

Pacific Oak Financial Planning LLC

Woodland Hills, CA

AUM $7.7MTEAM 1REPS 1

Ninja Wealth Advisors, LLC

AUM $7.7MTEAM 1REPS 1

Hughes Family Capital, LLC

Grand Rapids, MI

AUM $7.7MTEAM 3REPS 3

Fortrove Partners

AUM $7.7MTEAM 1REPS 1

Macfarlane Investors

AUM $7.7MTEAM 2REPS 2

Coletta Capital, LLC

Rocky River, OH

AUM $7.7MTEAM 1REPS 1

Rio Financial Planning

AUM $7.7MTEAM 1REPS 1

Pioneer Financial, Inc.

South Hadley, MA

AUM $7.7MTEAM 2REPS 1

JRO Wealth Management LLC

AUM $7.7MTEAM 1REPS 1

Maverick Private Wealth LLC

AUM $7.7MTEAM 3REPS 2

Other AUM ranges

$100M – $500MReported AUM7,822 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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