RIAs: Under $100M AUM

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

Briarwood Financial

Gig Harbor, WA

AUM $4.7MTEAM 4REPS 2

Arons Wealth Management LLC

AUM $4.7MTEAM 2REPS 2

Presidio Financial Advisors LLC

Santa Barbara, CA

AUM $4.7MTEAM 1REPS 1

Business Wise Insurance, Pllc

AUM $4.7MTEAM 1REPS 1

Advising For Life, LLC

AUM $4.7MTEAM 1REPS 1

Montgomery Capital Management, LLC

Newport News, VA

AUM $4.7MTEAM 2REPS 1

Solid Investment Advisory LLC

AUM $4.7MTEAM 1REPS 1

Oberdorfer Financial

AUM $4.7MTEAM 1REPS 1

Borden Portfolio Management

AUM $4.7MTEAM 1REPS 1

Meera Advisory, L.L.C.

AUM $4.7MTEAM 1REPS 1

Three Sigma Capital, LLC

AUM $4.7MTEAM 1REPS 1

Maaxiom Capital LLC

AUM $4.7MTEAM 1REPS 1

Daehan Securities,Inc

AUM $4.7MTEAM 1REPS 1

West Financial Planning

AUM $4.7MTEAM 1REPS 1

Aware Investing, Inc

AUM $4.7MTEAM 1REPS 2

Summit Wealth LLC

Haysville, KS

AUM $4.7MTEAM 1REPS 1

The Siekmann Company

Plain City, OH

AUM $4.7MTEAM 8REPS 3

Five8 Financial LLC

Rogers, AR

AUM $4.7MTEAM 2REPS 2

IUR Capital, LLC

Miami, FL

AUM $4.7MTEAM 1REPS 1

Integrity Dynamic Investments LLC

AUM $4.7MTEAM 1REPS 1

PK Quantitative Investing, LLC

AUM $4.7MTEAM 1REPS 1

Alvarado & Associates, LLC

AUM $4.7MTEAM 1REPS 1

Actuarial Direct LLC

Pahrump, NV

AUM $4.7MTEAM 1REPS 2

Bishop Financial Services LLC

Naperville, IL

AUM $4.7MTEAM 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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