RIAs: Under $100M AUM

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

Fortress Financial Partners

Florence, KY

AUM $7.1MTEAM 2REPS 6

Dejarnatt, Paul E

Pleasanton, CA

AUM $7.1MTEAM 1REPS 1

Live Oak Advisors, LLC

AUM $7.1MTEAM 1REPS 1

Plan Ahead Advisors

West Palm Beach, FL

AUM $7.1MTEAM 1REPS 1

Philadelphus Capital

Mission Viejo, CA

AUM $7.1MTEAM 1REPS 1

Redgrove Capital LLC

AUM $7.1MTEAM 1REPS 1

S12 Group LLC

AUM $7.1MTEAM 1REPS 1

Priority Financial Advisors, LLC

Scope Wealth Management

AUM $7MTEAM 2REPS 3

Lipton Capital Management

AUM $7MTEAM 1REPS 1

Savrin

AUM $7MTEAM 1REPS 1

Clairwell Financial Planning LLC

AUM $7MTEAM 1REPS 1

Vitality Planning, LLC

AUM $7MTEAM 1REPS 1

Andrae Financial Services LLC

AUM $7MTEAM 1REPS 1

Garrison Phillips, LLC

Rye Brook, NY

AUM $7MTEAM 1REPS 1

Rabkin Advisors LLC

AUM $7MTEAM 1REPS 1

Lyon Capital Strategies

AUM $7MTEAM 2REPS 2

Crockett Wealth Management, Inc.

AUM $7MTEAM 1REPS 1

Strategic Finance & Management, LLC

AUM $7MTEAM 1REPS 1

Ventura Coast Wealth Management

Ventura, CA

AUM $7MTEAM 1REPS 1

MBS Mantra, LLC

AUM $7MTEAM 1REPS 1

Decca Private Wealth Management, Inc.

Austin, TX

AUM $7MTEAM 3REPS 2

Baker & Company Advisory Group Inc

Decatur, IL

AUM $7MTEAM 1REPS 1

Ententvest Inc.

Palo Alto, CA

AUM $7MTEAM 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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