RIAs: Under $100M AUM

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

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

Mc Kinney, TX

AUM $5.6MTEAM 1REPS 1

Mitchell Group Delaware LLC

Sweet Home, TX

AUM $5.6MTEAM 1REPS 1

Holcomb Financial

Canton, GA

AUM $5.6MTEAM 1REPS 1

Manektala Investment Advisory Services Inc.

AUM $5.5MTEAM 1REPS 1

SAR Services, Inc.

AUM $5.5MTEAM 1REPS 1

Kipi Financial Planning LLC

Columbus, OH

AUM $5.5MTEAM 1REPS 1

Fiduciary Wealth Management, LLC

AUM $5.5MTEAM 1REPS 3

Burlingame Investment Group LLC

AUM $5.5MTEAM 1REPS 1

Keller Wealth Management LLC

AUM $5.5MTEAM 1REPS 1

Revolut Wealth Inc.

New York, NY

AUM $5.5MTEAM 5REPS 2

Kingsbarn Capital Management

Las Vegas, NV

AUM $5.5MTEAM 2REPS 3

Sedona Asset Management Services, LLC

AUM $5.5MTEAM 1REPS 1

American Trust Investment Services Advisory, Inc.

Whiting, IN

AUM $5.5MTEAM 5REPS 6

Jackalope Capital

AUM $5.5MTEAM 1REPS 1

Wealth Management Advisors, LLC

Shallotte, NC

AUM $5.5MTEAM 1REPS 1

Wismar Financial

Carlsbad, CA

AUM $5.5MTEAM 2REPS 2

Etzler Financial Advisors, LLC

Red Bluff, CA

AUM $5.5MTEAM 1REPS 1

Multipath Wealth Magement

Columbia, SC

AUM $5.5MTEAM 1REPS 1

Oceanus Capital Management

Short Hills, NJ

AUM $5.5MTEAM 2REPS 2

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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