RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Integrity Wealth Management, Inc

AUM $3.5MTEAM 1REPS 1

Sage Portfolio Management LLC

AUM $3.5MTEAM 1REPS 1

Cromwell Investment Advisory, LLC

College Park, MD

AUM $3.5MTEAM 1REPS 1

Altair Investment Management

AUM $3.5MTEAM 1REPS 1

Golden Returns Advisors LLC

AUM $3.5MTEAM 2REPS 2

Sunset Retirement Advisors LLC

Provo, UT

AUM $3.5MTEAM 2REPS 4

Aduna Capital

Norwalk, CA

AUM $3.5MTEAM 1REPS 1

Coah Financial

AUM $3.5MTEAM 1REPS 1

Financial Solution Advisors Corp.

AUM $3.4MTEAM 1REPS 1

Mulberry Investors LLC

AUM $3.4MTEAM 1REPS 1

TBG Investing

AUM $3.4MTEAM 1REPS 1

Harvest Wealth Design & Management, LLC

Las Vegas, NV

AUM $3.4MTEAM 1REPS 1

Delphin Investments

AUM $3.4MTEAM 2REPS 2

Grassland Capital, LLC

Chicago, IL

AUM $3.4MTEAM 3REPS 2

Origem International Advisory LLC

Porto Alegre Rio Grande Do Sul

AUM $3.4MTEAM 2REPS 2

Valley Investors Corporation

Roanoke, VA

AUM $3.4MTEAM 1REPS 3

Brightway Wealth Planning

AUM $3.4MTEAM 1REPS 1

Blazing Star Financial

Topeka, KS

AUM $3.4MTEAM 2REPS 2

BTG Capital LLC

AUM $3.4MTEAM 2REPS 2

Fidelity Federal Planning Corp.

Montgomeryville, PA

AUM $3.4MTEAM 1REPS 1

KIN Stewards LLC

AUM $3.4MTEAM 1REPS 1

Coastal Asset Management LLC

AUM $3.4MTEAM 1REPS 1

Aspen Gold Financial

Brighton, CO

AUM $3.4MTEAM 1REPS 1

Echo Financial LLC

Arnold, NE

AUM $3.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,779 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,234 FIRMS Over $5BReported AUM2,032 FIRMS

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