RIAs: Under $100M AUM

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

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

Ameritrust Investments Of North Carolina, LLC

Fayetteville, NC

AUM $5.3MTEAM 1REPS 2

Future First Finance, LLC

AUM $5.3MTEAM 1REPS 1

Local Wealth Advisors

Naples, FL

AUM $5.3MTEAM 1REPS 1

Wanderwealth Inc.

AUM $5.3MTEAM 1REPS 1

Advanced Financial Analysis, LLC

AUM $5.3MTEAM 1REPS 1

Rhubarb Investments, LLC

AUM $5.3MTEAM 1REPS 1

Dream Life Wealth Management LLC

AUM $5.3MTEAM 1REPS 1

Distribution Cognizant, LLC

Palo Alto, CA

AUM $5.3MTEAM 3REPS 2

Power Plans

AUM $5.3MTEAM 1REPS 1

CGR Financial

AUM $5.3MTEAM 1REPS 1

Independent Wealth Solutions

Encinitas, CA

AUM $5.3MTEAM 1REPS 2

Blueprint Capital Group LLC

Casselberry, FL

AUM $5.3MTEAM 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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