RIAs: Under $100M AUM

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

Cornerstone Financial Advisors Ltd.

Henderson, NV

AUM $6.4MTEAM 1REPS 1

Blueprint Retirement Advisors LLC

Palestine, TX

AUM $6.4MTEAM 1REPS 1

Pacific Point Wealth Management

Carlsbad, CA

AUM $6.4MTEAM 5REPS 5

N.A. Silva & Company, Inc.

AUM $6.4MTEAM 1REPS 1

Sierra Shore Financial

Pismo Beach, CA

AUM $6.4MTEAM 2REPS 1

Schemco, LLC

AUM $6.4MTEAM 1REPS 1

Djpuff Advisors Group, Inc.

Camillus, NY

AUM $6.4MTEAM 3REPS 1

Back Bay Advisors, LLC

AUM $6.4MTEAM 2REPS 2

Chatham Wealth ManagemenT. LLC

AUM $6.4MTEAM 1REPS 1

Wise Wealth Management

Fort Wayne, IN

AUM $6.4MTEAM 1REPS 1

Byerly Investment Management Inc.

AUM $6.4MTEAM 1REPS 2

Red Griffin Wealth Management LLC

AUM $6.4MTEAM 1REPS 1

Lion Quest LLC

AUM $6.4MTEAM 1REPS 1

Moss Bay Capital

Kirkland, WA

AUM $6.4MTEAM 1REPS 1

Resource Management LLC

AUM $6.4MTEAM 1REPS 1

Rivetti Investment Services, LLC

AUM $6.4MTEAM 1REPS 1

J Allen Capital Advisors, LLC

AUM $6.4MTEAM 2REPS 1

Mccloskey & Associates, P.A.

Melbourne, FL

AUM $6.3MTEAM 1REPS 1

Latitude Investment Group

Alpharetta, GA

AUM $6.3MTEAM 3REPS 9

Arque Advisors, LLC

AUM $6.3MTEAM 1REPS 1

SOF Spectrum Capital Management, LLC

AUM $6.3MTEAM 1REPS 1

Client First Financial Advisors, LLC

AUM $6.3MTEAM 1REPS 1

Rockhouse Capital, LLC

AUM $6.3MTEAM 1REPS 1

Strategic Financial Planning, Inc.

Minnetonka, MN

AUM $6.3MTEAM 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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