RIAs: Under $100M AUM

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

Ewing Wealth Management

AUM $5.6MTEAM 1REPS 1

May Tree Financial Planning LLC

AUM $5.6MTEAM 1REPS 1

Ronald Ray Schulze

AUM $5.6MTEAM 1REPS 1

Lattice Financial, LLC

AUM $5.6MTEAM 1REPS 1

Diegelman Capital Advisors

AUM $5.6MTEAM 1REPS 1

Launch Wealth Management

AUM $5.6MTEAM 1REPS 1

Blue Elm Advisors

Holmes, NY

AUM $5.6MTEAM 2REPS 2

Vertice Capital Partners, LLC

AUM $5.6MTEAM 1REPS 1

Blossom Balance LLC

Gainesville, GA

AUM $5.6MTEAM 1REPS 1

Saffron Capital, LLC

Minneapolis, MN

AUM $5.6MTEAM 1REPS 1

Keybridge Capital

Quincy, IL

AUM $5.6MTEAM 1REPS 1

Financial Spectrum Inc.

Jenkintown, PA

AUM $5.6MTEAM 1REPS 1

Horizon Investment Counsel LLC

AUM $5.6MTEAM 1REPS 1

Underhill Investments, LLC

Berkely, MI

AUM $5.6MTEAM 1REPS 1

Manor Road Capital Partners, LLC

AUM $5.6MTEAM 1REPS 1

Bldr Wealth LLC

Shawnee, KS

AUM $5.6MTEAM 2REPS 3

Niemann Investments LLC

Riverton, UT

AUM $5.6MTEAM 1REPS 1

Onefirm Consulting, LLC

AUM $5.6MTEAM 3REPS 3

Conservative Equity Investment Advisors

AUM $5.6MTEAM 1REPS 1

Rock Steady Wealth, Inc.

Richmond, VA

AUM $5.6MTEAM 1REPS 1

ERK Wealth Advisors, LLC

Las Vegas, NV

AUM $5.6MTEAM 1REPS 1

Herrington Investment Solutions

AUM $5.6MTEAM 2REPS 2

Gray Financial Planning LLC

Mckinney, TX

AUM $5.6MTEAM 1REPS 1

Mitchell Group Delaware LLC

Sweet Home, TX

AUM $5.6MTEAM 1REPS 1

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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