RIAs: Under $100M AUM

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

Helm Investment

Fort Worth, TX

AUM $4.8MTEAM 1REPS 1

Think Wealth, LLC

Valencia, CA

AUM $4.8MTEAM 3REPS 3

Red Oak Advisors LLC

Memphis, TN

AUM $4.8MTEAM 1REPS 1

Fortifi Capital, LLC

AUM $4.8MTEAM 1REPS 1

Penn First Advisors

AUM $4.8MTEAM 1REPS 1

Ascent Fintech LLC

AUM $4.8MTEAM 1REPS 2

Alitus Financial Services

AUM $4.8MTEAM 2REPS 2

Gerald Butrimovitz Wealth Advisory

AUM $4.8MTEAM 1REPS 1

Kelly Capital Group, LLC

Jackson, MS

AUM $4.8MTEAM 2REPS 2

Coastal Capital Management, LLC

AUM $4.8MTEAM 1REPS 1

Tone Financial Advisors, LLC

AUM $4.8MTEAM 1REPS 1

Preferred Wealth Advisors, LLC

AUM $4.8MTEAM 2REPS 1

James A. Jimenez

San Jose, CA

AUM $4.8MTEAM 1REPS 1

Chris Hays Wealth Management LLC

AUM $4.8MTEAM 1REPS 1

Asset Management Services Group, Inc.

Toms River, NJ

AUM $4.8MTEAM 1REPS 1

Heritage Planning & Investing Services, LLC

AUM $4.8MTEAM 1REPS 1

Financial Vision Advisory Services, LLC

Honolulu, HI

AUM $4.8MTEAM 1REPS 1

Vera Wealth LLC

Pasadena, CA

AUM $4.8MTEAM 1REPS 1

AFP Group, LLC

AUM $4.8MTEAM 1REPS 1

Stoken Asset Management LLC

AUM $4.8MTEAM 1REPS 1

Bluereef Capital

Miami, FL

AUM $4.8MTEAM 1REPS 1

VSI Capital Group

AUM $4.8MTEAM 1REPS 1

Investedge Planning

AUM $4.8MTEAM 1REPS 1

Seed Money Consulting

Greenwood Village, CO

AUM $4.8MTEAM 4REPS 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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