RIAs: Under $100M AUM

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

Jones & Co Wealth Management, Inc

AUM $5.4MTEAM 1REPS 1

Foresight Advisors

AUM $5.4MTEAM 1REPS 1

Wealth Den Financial

AUM $5.4MTEAM 1REPS 1

Onpoint Financial Management LLC

Beverly Hills, CA

AUM $5.4MTEAM 2REPS 1

Intelligent Capital Management LLC

AUM $5.4MTEAM 1REPS 1

First Class Wealth Management LLC

AUM $5.4MTEAM 1REPS 1

H.H. Investment Counsel, Inc.

AUM $5.4MTEAM 1REPS 1

Precept Management, LLC

Dallas, TX

AUM $5.4MTEAM 3REPS 2

Money Blossoms

AUM $5.4MTEAM 1REPS 1

Steve Bass & Associates, Inc.

AUM $5.4MTEAM 1REPS 1

Fiat Financial Planners

AUM $5.4MTEAM 1REPS 1

Brigman Wealth Management

AUM $5.4MTEAM 1REPS 1

BLK Financial Advisors, LLC

AUM $5.4MTEAM 1REPS 1

Haven Capital Advisors, LLC

Charlotte, NC

AUM $5.4MTEAM 15REPS 1

Austin Wealth Solutions

Shreve, OH

AUM $5.4MTEAM 3REPS 1

Temperance Wealth Management

AUM $5.4MTEAM 2REPS 1

MP Townsend Financial

Portland, OR

AUM $5.4MTEAM 1REPS 1

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

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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