RIAs: Under $100M AUM

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

Sparrows Financial

AUM $3.7MTEAM 1REPS 1

Mcfarlane Investment Advisory Services Inc.

AUM $3.7MTEAM 1REPS 1

Iron Forge Financial

AUM $3.7MTEAM 1REPS 1

Turnbull Financial Services LLC

AUM $3.6MTEAM 1REPS 1

Legacy Advisors

AUM $3.6MTEAM 1REPS 1

Fraser Asset Management

Las Vegas, NV

AUM $3.6MTEAM 1REPS 1

Ckhfinancial LLC

University City, MO

AUM $3.6MTEAM 1REPS 1

Hall Financial Wellness

Newport Beach, CA

AUM $3.6MTEAM 1REPS 1

Waymaker Financial Planning

Fort Worth, TX

AUM $3.6MTEAM 1REPS 1

Sohum Financial Planning, LLC

Evergreen, CO

AUM $3.6MTEAM 1REPS 1

P/E Capital Investments

AUM $3.6MTEAM 3REPS 1

Collins Wealth Management

Sugar Land, TX

AUM $3.6MTEAM 1REPS 1

Aggregate Financial Services, Inc.

AUM $3.6MTEAM 4REPS 3

BE Your Best Financial

AUM $3.6MTEAM 1REPS 1

Alvarado Management Company

San Francisco, CA

AUM $3.6MTEAM 4REPS 1

Vihar Capital Management

AUM $3.6MTEAM 1REPS 1

Rockford Group Investment Advisor

Carmel, IN

AUM $3.6MTEAM 1REPS 1

Goodstead

AUM $3.6MTEAM 1REPS 1

Glenn Asset Management

AUM $3.6MTEAM 1REPS 1

Blue Rock Capital

AUM $3.6MTEAM 1REPS 1

Ameribanc Corporation

AUM $3.6MTEAM 1REPS 1

Nabata Investment Group, LLC

AUM $3.6MTEAM 1REPS 2

Qurium Capital LLC

Chino Hills, CA

AUM $3.6MTEAM 1REPS 1

Cultivate Financial

Fargo, ND

AUM $3.6MTEAM 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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