RIAs: Under $100M AUM

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

Marrone Wealth Management

AUM $3.6MTEAM 1REPS 1

Sheltered Garden Financial Group LLC

Boxborough, MA

AUM $3.6MTEAM 1REPS 1

Koplan & Associates

Chattanooga, TN

AUM $3.6MTEAM 2REPS 1

Barth Capital LLC

AUM $3.6MTEAM 1REPS 1

James W. Walker, P.A.

Naples, FL

AUM $3.6MTEAM 1REPS 1

Edman Global Investment Management LLC

AUM $3.6MTEAM 1REPS 1

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

HFP Investments

Columbia, MO

AUM $3.6MTEAM 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

Integritas Wealth Strategies, LLC

Charleston, SC

AUM $3.5MTEAM 4REPS 4

Paul Fair Associates, LLC

AUM $3.5MREPS 1

Hawken Wealth Management

AUM $3.5MTEAM 1REPS 1

Integrity Wealth Management, Inc

AUM $3.5MTEAM 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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