RIAs: Under $100M AUM

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

Build Financial Advisors, LLC

AUM $3.6MTEAM 1REPS 2

Trusted Path Wealth Management, LLC

AUM $3.6MTEAM 1REPS 1

Motus Partners LLC

AUM $3.6MTEAM 1REPS 1

Adviso Wealth

Princeton, NJ

AUM $3.6MTEAM 1REPS 1

Night Sky Capital Management, LLC

Cleveland Heights, OH

AUM $3.6MTEAM 2REPS 2

HFP Investments

Columbia, MO

AUM $3.6MTEAM 1REPS 1

Counterculture Wealth

AUM $3.5MTEAM 1REPS 1

Corcoran Wealth Management LLC

AUM $3.5MTEAM 1REPS 1

Hochstrat Investments LLC

AUM $3.5MTEAM 1REPS 1

Maplewood Wealth

AUM $3.5MTEAM 1REPS 1

Vail Ridge Capital, LLC

AUM $3.5MTEAM 1REPS 1

Bustamante & Co

Phoenix, AZ

AUM $3.5MTEAM 1REPS 1

CPA Synced Financial

AUM $3.5MTEAM 1REPS 1

Forester Capital Management Ltd

Libertyville, IL

AUM $3.5MTEAM 1REPS 1

Finmas Capital LLC

AUM $3.5MTEAM 1REPS 1

Avant-Garde Wealth

AUM $3.5MTEAM 1REPS 1

Legacybridge Wealth Management, LLC

Savannah, GA

AUM $3.5MTEAM 2REPS 2

Hawken Wealth Management

AUM $3.5MTEAM 1REPS 1

Graham Wealth Management LLC

AUM $3.5MTEAM 1REPS 1

USA Retirement Income Solutions, LLC

AUM $3.5MTEAM 1REPS 1

Seaport Wealth Management

AUM $3.5MTEAM 2REPS 2

RLT Capital, LLC

AUM $3.5MTEAM 1REPS 1

TS. Mitchell Financial, LLC

AUM $3.5MTEAM 1REPS 1

Wall Street Capital Advisors, LLC

Saint Louis, MO

AUM $3.5MTEAM 2REPS 2

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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