RIAs: Under $100M AUM

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

Basile Financial Group, Inc.

Palm Harbor, FL

AUM $5.4MTEAM 2REPS 2

Christiansen Asset Management LLC

Mequon, WI

AUM $5.4MTEAM 1REPS 1

Bluevine Advice

Kansas City, MO

AUM $5.4MTEAM 1REPS 1

Conscious Investment Services, LLC

AUM $5.4MTEAM 1REPS 1

Vault Private Wealth

AUM $5.4MTEAM 1REPS 1

Crawford Capital, LLC

Los Angeles, CA

AUM $5.4MTEAM 1REPS 1

Polaris Wealth Partners

Denver, CO

AUM $5.4MTEAM 1REPS 1

Blom Levy & Co, LLC

AUM $5.4MTEAM 1REPS 2

KMB Wealth Management, LLC

AUM $5.4MTEAM 1REPS 1

Miros Wealth LLC

AUM $5.4MTEAM 2REPS 1

Tower Ridge Investment Management LLC

AUM $5.3MTEAM 1REPS 1

Nomadic Value Partners

AUM $5.3MTEAM 1REPS 1

Barnhart Investment Advisory

AUM $5.3MTEAM 1REPS 1

Parkhurst Consulting Cpa Pc

Cedar Park, TX

AUM $5.3MTEAM 2REPS 1

Stonestreet Financial, Inc.

Stoughton, MA

AUM $5.3MTEAM 1REPS 1

Hensel Capital Management

AUM $5.3MTEAM 1REPS 1

Coulombe and Sons Wealth Management

Woodland Hills, CA

AUM $5.3MTEAM 1REPS 1

Couloir Wealth Advisors, Inc.

AUM $5.3MTEAM 2REPS 2

Vogel Wealth Management, LLC

Omaha, NE

AUM $5.3MTEAM 2REPS 2

Biar Legacy, LLC

AUM $5.3MTEAM 1REPS 1

Local Wealth Advisors

Naples, FL

AUM $5.3MTEAM 1REPS 1

Future First Finance, LLC

AUM $5.3MTEAM 1REPS 1

Ameritrust Investments of North Carolina, LLC

Fayetteville, NC

AUM $5.3MTEAM 1REPS 2

Wanderwealth Inc.

AUM $5.3MTEAM 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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