RIAs: Under $100M AUM

12,960 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Dentist Exit Planning

Des Moines, IA

AUM $6.8MTEAM 1REPS 1

CGI Investment Advisers LLC

Altamonte Spirngs, FL

AUM $6.8MTEAM 1REPS 1

Sherman Financial & Wealth Management

Daniel Island, SC

AUM $6.8MTEAM 1REPS 1

Balfour Capital Management

AUM $6.8MTEAM 1REPS 1

FIT Financial Consulting LLC

AUM $6.8MTEAM 1REPS 1

Stone Oak Capital, LLC

AUM $6.8MTEAM 1REPS 1

Thoughtful Financial Planning, LLC

Minneapolis, MN

AUM $6.8MTEAM 1REPS 1

Skidmore Advisory Services, Inc.

Denver, CO

AUM $6.8MTEAM 1REPS 1

FIG Tree Capital

AUM $6.8MTEAM 1REPS 1

Kenwyck Capital

Marietta, GA

AUM $6.8MTEAM 1REPS 1

Steve Chastain Wealth Management LLC

Rogers, AR

AUM $6.8MTEAM 1REPS 1

Retirement Strategies

Longview, WA

AUM $6.8MTEAM 1REPS 1

Gioben Capital LLC

AUM $6.7MTEAM 1REPS 1

Michael Mellberg Investment Advisor

Reno, NV

AUM $6.7MTEAM 1REPS 1

Concap LLC

AUM $6.7MTEAM 1REPS 1

Spartan Capital Private Wealth Management LLC

New York, NY

AUM $6.7MTEAM 6REPS 11

Lindenwood Financial LLC

Madison, WI

AUM $6.7MTEAM 1REPS 2

Asterbright Capital Management, LLC

AUM $6.7MTEAM 1REPS 1

Houston Wealth Management

Houston, TX

AUM $6.7MTEAM 1REPS 1

Neumeier Capital Management, Inc

AUM $6.7MTEAM 1REPS 1

Investment Strategies, LLC

Oklahoma City, OK

AUM $6.7MTEAM 2REPS 2

Wealthera Financial Planning

AUM $6.7MTEAM 1REPS 1

Leonard Wealth Management, LLC

Lincolnton, NC

AUM $6.7MTEAM 1REPS 1

Wysopal Wealth

AUM $6.7MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

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