RIAs: Under $100M AUM

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

Mindful Advisory, LLC

AUM $6.5MTEAM 1REPS 1

J.P. Aubry Wealth Advisors, LLC

Orlando, FL

AUM $6.5MTEAM 1REPS 1

Capridge Advisors

AUM $6.5MTEAM 1REPS 1

Newday

Southbury, CT

AUM $6.5MTEAM 2REPS 2

Brookside Wealth Management LLC

AUM $6.5MTEAM 1REPS 1

Ames Financial Solutions, LLC

AUM $6.5MTEAM 1REPS 1

Florio Wealth Management, LLC

Seminole, FL

AUM $6.5MTEAM 2REPS 1

Tricord Investment Advisors, Inc.

AUM $6.5MREPS 1

Toyer Investment Advisors LLC

AUM $6.5MTEAM 1REPS 1

Summit Family Office Services, LLC

AUM $6.5MTEAM 4REPS 3

IVY & Co

South Glastonbury, CT

AUM $6.5MTEAM 1REPS 1

Legacy Wealth Capital, LLC

AUM $6.5MTEAM 1REPS 1

Harvey Wealth Management LLC

AUM $6.5MTEAM 1REPS 1

Visionary Wealth Planners LLC

AUM $6.5MTEAM 1REPS 1

Masuda Lehrman Wealth

AUM $6.5MTEAM 1REPS 1

Organic Wealth, LLC

Worthington, OH

AUM $6.5MTEAM 1REPS 1

Braverman Wealth Advisors, LLC

Boulder, CO

AUM $6.5MTEAM 1REPS 1

Dickson Financial Group, LLC

AUM $6.5MTEAM 2REPS 2

Kanakadhara Financial Enterprise

Carnegie, PA

AUM $6.5MTEAM 1REPS 1

Acadia Financial Services, LLC

AUM $6.5MTEAM 1REPS 1

Iseler Financial

AUM $6.5MTEAM 1REPS 1

JW Hall Financial LLC

San Antonio, TX

AUM $6.5MTEAM 1REPS 1

Henley Advisors, LLC

Lakeland, FL

AUM $6.5MTEAM 1REPS 1

Pilot Wealth Strategies

AUM $6.5MTEAM 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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