RIAs: Under $100M AUM

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

Corners Financial Planning, LLC

Peachtree Corners, GA

AUM $2.4MTEAM 1REPS 1

Your Path Financial LLC

AUM $2.4MTEAM 2REPS 2

Financial Positioning System, Inc

Derwood, MD

AUM $2.4MTEAM 1REPS 1

Klocker Investment Advisers

AUM $2.4MTEAM 1REPS 1

PI Square Capital, LLC

AUM $2.4MTEAM 1REPS 1

P.A. Berg Retirement Solutions

AUM $2.4MTEAM 1REPS 1

Avant Wealth Management, LLC

AUM $2.4MTEAM 1REPS 1

Wingert Investment Management, LLC

AUM $2.4MTEAM 1REPS 1

Freedom Financial Planning Solutions, LLC

AUM $2.4MTEAM 1REPS 1

Weatherby Capital, LLC

AUM $2.4MTEAM 1REPS 1

Scale Investment Group

AUM $2.4MTEAM 1REPS 1

Tactical Capital LLC

AUM $2.4MTEAM 1REPS 1

AS Investment Partners LLC

AUM $2.4MTEAM 1REPS 1

North Pointe Financial Advisors, Inc

AUM $2.4MTEAM 1REPS 1

JLM Advisors LLC

AUM $2.4MTEAM 1REPS 1

Top Shelf Advisors

AUM $2.4MTEAM 1REPS 1

Stamper Capital & Investments, Inc.

AUM $2.4MTEAM 1REPS 1

TRJ Wealth Management, Inc.

AUM $2.4MTEAM 1REPS 1

Whtg Wealth Management, LLC

AUM $2.4MTEAM 1REPS 1

Bryan Advisory Services, LLC

Canonsburg, PA

AUM $2.4MTEAM 1REPS 1

Wingate Capital Advisors LLC

Tulsa, OK

AUM $2.4MTEAM 2REPS 2

Royal Oaks Advisors LLC

Houston, TX

AUM $2.4MTEAM 1REPS 1

Shehu Asset Management, LLC

Southbury, CT

AUM $2.4MTEAM 1REPS 1

Retirement Planning Group, LLC

Mason, OH

AUM $2.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,778 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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