RIAs: Under $100M AUM

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

Studioi, LLC

AUM $5MTEAM 1REPS 1

Turner Financial

Omaha, NE

AUM $5MTEAM 1REPS 1

Akkadian Wealth LLC

Scottsdale, AZ

AUM $5MTEAM 1REPS 1

Wealth Beyond Math

Austin, TX

AUM $5MTEAM 1REPS 1

Tines Capital, LLC

AUM $5MTEAM 3REPS 3

PW Capital Management, LLC

AUM $5MTEAM 1REPS 1

Athena Wealth Management

Murrieta, CA

AUM $5MTEAM 1REPS 1

Brickell Investments, LLC

AUM $5MTEAM 1REPS 1

Bora Capital, LLC

AUM $5MTEAM 4REPS 4

Wealthadvisor365

AUM $5MTEAM 1REPS 1

Tactical Investments

Longboat Key, FL

AUM $5MTEAM 1REPS 1

Quantcore Capital Management, LLC

AUM $5MTEAM 5REPS 1

W.M. Baker Investments LLC

AUM $5MTEAM 1REPS 1

Cambridge Financial Services

AUM $5MTEAM 1REPS 1

Opes Capital Group, LLC

Los Angeles, CA

AUM $5MTEAM 2REPS 2

Kiehne Wealth & Retirement, LLC

Los Lunas, NM

AUM $5MTEAM 1REPS 1

Broadreach Capital, LLC

AUM $5MTEAM 1REPS 1

Rosales Wealth Management LLC

AUM $5MTEAM 1REPS 1

C.N.M. Management, LLC

AUM $5MTEAM 1REPS 2

Step Financial Services, LLC

AUM $5MTEAM 1REPS 1

Markertree Capital, LLC

AUM $5MTEAM 1REPS 1

Onelegacy Advisors, LLC

Green Bay, WI

AUM $5MTEAM 2REPS 1

Hidalgo,Janet

AUM $5MTEAM 1REPS 1

Murapa Investments

Agoura Hills, CA

AUM $5MTEAM 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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