RIAs: Under $100M AUM

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

Providers & Families Wealth Management

AUM $7.7MTEAM 2REPS 2

Farmers Asset Management, LLC

Westlake Village, CA

AUM $7.7MTEAM 24REPS 42

Sweetgrass Financial Planning, LLC

AUM $7.6MTEAM 1REPS 1

Sterling Financial Management, Inc.

AUM $7.6MTEAM 1REPS 1

Powers Financial Group, LLC

Naperville, IL

AUM $7.6MTEAM 1REPS 1

Money Blossoms

AUM $7.6MTEAM 1REPS 1

Petra Wealth Management

AUM $7.6MTEAM 1REPS 1

Glacier Point Advisors, LLC

Tustin, CA

AUM $7.6MTEAM 1REPS 1

New Dimensions Investment Company

AUM $7.6MTEAM 2REPS 1

Blsh Wealth Management

AUM $7.6MTEAM 2REPS 2

C.T. Kares Advisory Group, Inc.

AUM $7.6MTEAM 1REPS 1

Channel Investment Partners

AUM $7.6MTEAM 2REPS 2

Griffon Investment Advisors Incorporated

Troy, MI

AUM $7.6MTEAM 1REPS 1

Pennsylvania Advisory Services, Inc.

AUM $7.6MTEAM 2REPS 1

Ethos Financial Planning

AUM $7.6MTEAM 1REPS 1

Atomic Planning LLC

AUM $7.6MTEAM 1REPS 1

Greenwood Wealth Management, LLC

San Francisco, CA

AUM $7.6MTEAM 1REPS 1

Tandem Views Investment Services, LLC

Lake Oswego, OR

AUM $7.6MTEAM 1REPS 1

Fallenbaum Cpa & Advisors, LLC

Plantation, FL

AUM $7.6MTEAM 1REPS 1

Modern Assets, LLC

AUM $7.6MTEAM 1REPS 1

Valor Investment Management

AUM $7.6MTEAM 1REPS 1

Lynch Financial Group

Denver, CO

AUM $7.6MTEAM 2REPS 2

Ravello Partners LLC

Sag Harbor, NY

AUM $7.6MTEAM 1REPS 1

KV Financial Advice LLC

AUM $7.6MTEAM 1REPS 1

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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