RIAs: Under $100M AUM

12,981 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Strategic Wealth Investments, LLC

Knoxville, TN

AUM $7.2MTEAM 1REPS 1

Timothy L. Conner

AUM $7.2MTEAM 1REPS 1

Privatus

Rancho Cucamonga, CA

AUM $7.2MTEAM 1REPS 1

Binkley Wealth Management Group LLC

Avon, IN

AUM $7.2MTEAM 1REPS 1

Gajardo Wealth Management LLC

Lehi, UT

AUM $7.2MTEAM 1REPS 1

ACE Wealth Management LLC

AUM $7.2MTEAM 2REPS 2

WMS Financial Services

Anaheim, CA

AUM $7.2MTEAM 1REPS 1

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 7REPS 5

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

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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