RIAs: Under $100M AUM

12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Perimeter Investments

AUM $5.8MTEAM 1REPS 1

IQ Retirement Portfolios LLC

St Petersburg, FL

AUM $5.8MTEAM 1REPS 1

Garrett Capital Investment Management

AUM $5.8MTEAM 2REPS 2

Oakley Capital Group

AUM $5.8MTEAM 1REPS 1

Sachi Financial Planning

AUM $5.8MTEAM 2REPS 2

Nelson Financial Services

AUM $5.8MTEAM 1REPS 1

Cynosure Portfolio Advisors LLC

Salt Lake City , UT

AUM $5.8MTEAM 7REPS 10

Freedom Day Wealth Management LLC

Cedar Park, TX

AUM $5.8MTEAM 2REPS 1

Bounds & Company, LLC

AUM $5.8MTEAM 1REPS 1

Deerwood Capital, LLC

AUM $5.8MTEAM 1REPS 1

Dogwood Capital, LLC

AUM $5.8MTEAM 1REPS 1

Accel Advisors, Inc.

AUM $5.8MTEAM 1REPS 1

Boise River Financial Planning

AUM $5.8MTEAM 1REPS 1

Cannoles Asset Management, Inc.

Dwg, TX

AUM $5.8MTEAM 2REPS 2

Astra Wealth Management LLC

AUM $5.7MTEAM 1REPS 1

Anchor Financial

Tacoma, WA

AUM $5.7MTEAM 4REPS 5

Rapids Financial LLC

Kentwood, MI

AUM $5.7MTEAM 1REPS 1

Venture Financial Advisors, LLC

AUM $5.7MTEAM 2REPS 2

Apostolic Financial Advisors, LLC

AUM $5.7MTEAM 1REPS 1

Stone Blue Capital LLC

Darien, CT

AUM $5.7MTEAM 1REPS 1

Desert Capital Management Group, Inc

Hermosa Beach, CA

AUM $5.7MTEAM 2REPS 2

Simplify Wealth Planning LLC

AUM $5.7MTEAM 2REPS 1

Veltra Capital

Seattle, WA

AUM $5.7MTEAM 1REPS 2

Techview Wealth Advisors LLC

AUM $5.7MTEAM 2REPS 2

Other AUM ranges

$100M – $500MReported AUM7,833 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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