RIAs: Under $100M AUM

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

Challenge Everything Financial LLC

Lenexa, KS

AUM $3.1MTEAM 1REPS 1

Mahalo Advisory Services, LLC

AUM $3.1MTEAM 1REPS 2

Islands East Advisors

Chester, MD

AUM $3.1MTEAM 1REPS 1

D.A. Schwenker & AssoC.'s, Inc.

Pagosa Springs, CO

AUM $3.1MTEAM 1REPS 1

Convexity Investments LLC

AUM $3.1MTEAM 1REPS 1

KNA Capital

AUM $3.1MTEAM 1REPS 1

Shaffer Asset Management, Inc.

AUM $3.1MTEAM 1REPS 1

Agnew Capital Management LLC

AUM $3.1MTEAM 1REPS 1

AFC Wealth Management

Encino, CA

AUM $3.1MTEAM 2REPS 1

Paolo Bernardi Advisor

AUM $3.1MTEAM 1REPS 1

Kurt Oelze, LLC

AUM $3.1MTEAM 2REPS 1

Gillespie Associates LLC

AUM $3.1MTEAM 1REPS 1

East West Advisers

AUM $3.1MTEAM 1REPS 1

Lamb Retirement Solutions LLC

AUM $3.1MTEAM 1REPS 1

Herriot Financial, LLC

AUM $3.1MTEAM 1REPS 1

Skyview Capital Management

Brownsburg, IN

AUM $3.1MTEAM 1REPS 1

Pruitt Richmond Wealth Management LLC

Estero, FL

AUM $3.1MTEAM 3REPS 3

Manzanita Wealth Management LLC

AUM $3.1MTEAM 1REPS 1

Fintent

Monrovia, CA

AUM $3.1MTEAM 1REPS 2

Blanken Management Corp

AUM $3.1MTEAM 1REPS 1

Coordinated Financial Management

AUM $3.1MTEAM 1REPS 1

North River Group, LLC

Birmingham, AL

AUM $3MTEAM 1REPS 1

New Life Financial LLC

AUM $3MTEAM 1REPS 3

Edgebrook Investments, LLC

Ceres, CA

AUM $3MTEAM 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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