RIAs: Under $100M AUM

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

M. D. Falk & Company, Inc.

AUM $4.5MTEAM 1REPS 1

Righteous Financial, LLC

Austin, TX

AUM $4.5MTEAM 1REPS 1

Kwma

AUM $4.5MTEAM 1REPS 1

Belvedere Wealth Advisors LLC

Miami, FL

AUM $4.5MTEAM 1REPS 1

245 Investments LLC

Sacramento, CA

AUM $4.5MTEAM 1REPS 1

FB Advisory Services, LLC

AUM $4.5MTEAM 1REPS 2

Carissima Capital LLC

AUM $4.5MTEAM 1REPS 1

Taylor Investment Advisory

AUM $4.5MTEAM 1REPS 1

Bains, Tonya R

AUM $4.5MTEAM 1REPS 1

Noorvest LLC

AUM $4.5MTEAM 1REPS 1

Money Illustrated Advisory Services

AUM $4.5MTEAM 1REPS 1

Bridlewood Private Wealth LLC

AUM $4.5MTEAM 1REPS 1

Ridge Capital Advisors, LLC

Oro Valley, AZ

AUM $4.5MTEAM 4REPS 4

Kuyrkendall Capital

Palm Beach Gardens, FL

AUM $4.5MTEAM 1REPS 1

Lenz Integrity Financial

AUM $4.5MTEAM 1REPS 1

Lighthouse Wealth Management, LLC

Bronx, NY

AUM $4.5MTEAM 1REPS 1

Bais Enterprise

AUM $4.5MTEAM 1REPS 1

MB & Associates

AUM $4.5MTEAM 1REPS 1

Hearth Capital Management

AUM $4.5MREPS 1

Fade in Financial

Burbank, CA

AUM $4.5MTEAM 1REPS 1

Thrive Financial Management

AUM $4.5MTEAM 1REPS 5

Elite Asset Management, LLC

AUM $4.5MTEAM 1REPS 1

Eubanks Financial

Fort Myers, FL

AUM $4.5MTEAM 1REPS 1

Erickson Financial Solutions, LLC

AUM $4.5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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