RIAs: Under $100M AUM

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

Harborside Capital

AUM $7.2MTEAM 1REPS 1

Digital Wealth, LLC

AUM $7.2MTEAM 1REPS 1

Teton Wealth Management, Inc.

AUM $7.2MTEAM 1REPS 1

American Advisors LLC

AUM $7.2MTEAM 1REPS 1

JPG Wealth Management, LLC

Marietta, GA

AUM $7.2MTEAM 1REPS 1

Griffin Financial Services

AUM $7.2MTEAM 1REPS 1

Woven Prosperity

AUM $7.2MTEAM 1REPS 1

Pacific Rock Capital, LLC

Cardiff By The Sea, CA

AUM $7.2MTEAM 1REPS 1

48 Peaks Wealth Advisors LLC

Minnetonka, MN

AUM $7.2MTEAM 1REPS 1

Planning Within Reach, LLC

AUM $7.2MTEAM 1REPS 1

Cornerstone Advisors LLC

Fayetteville, AR

AUM $7.2MTEAM 6REPS 4

Harris Wealth Advisors, LLC

AUM $7.2MTEAM 1REPS 1

Coletta Capital, LLC

Westlake, OH

AUM $7.2MTEAM 1REPS 1

Sentinel Financial Planning, LLC

AUM $7.2MTEAM 1REPS 1

Interval Capital Management, LLC

AUM $7.1MTEAM 1REPS 1

Simansky Investments, LLC

AUM $7.1MTEAM 1REPS 1

Lens Investments

AUM $7.1MTEAM 1REPS 1

The Bridge Financial Advisors

AUM $7.1MTEAM 1REPS 1

Peters Financial LLC

AUM $7.1MTEAM 1REPS 1

Adler Financial

AUM $7.1MTEAM 1REPS 1

Green Room Partners LLC

AUM $7.1MTEAM 1REPS 1

Matterhorn Investment Management (Asia) Limited

Hong Kong

AUM $7.1MTEAM 1REPS 2

Retirement Capital Management, LLC

Murfreesboro, TN

AUM $7.1MTEAM 1REPS 2

CRL Advisors

Honolulu, HI

AUM $7.1MTEAM 1REPS 1

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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