RIAs: Under $100M AUM

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

Advanced Portfolio Services LLC

Saint James, NY

AUM $2.4MTEAM 1REPS 1

Dornbusch Asset Management

AUM $2.4MTEAM 1REPS 1

Sterling Advisory Services, LLC

AUM $2.4MTEAM 1REPS 1

Conspecta Capital, LLC

AUM $2.4MTEAM 1REPS 1

Cenador Financial Advisers LLC

New York, NY

AUM $2.4MTEAM 1REPS 1

Tayloe Financial Services, LLC

Trent Woods, NC

AUM $2.4MTEAM 1REPS 1

Preservation Wealth Management

King Of Prussia, PA

AUM $2.4MTEAM 1REPS 1

Legacy Wealth Advisors, LLC

Tucker, GA

AUM $2.4MTEAM 1REPS 1

Paul Edward Fritch Cpa

AUM $2.4MTEAM 1REPS 1

Canvas Retirement Planning LLC

AUM $2.4MTEAM 1REPS 1

Oakfort Wealth Partners

Minnetonka, MN

AUM $2.4MTEAM 1REPS 1

Gator Investment Advisors, LLC

AUM $2.4MTEAM 1REPS 1

Greenlight Financial Planning, LLC

AUM $2.4MTEAM 1REPS 1

MSM Advisory, LLC

AUM $2.4MTEAM 1REPS 1

Q4 Strategic Equity Advisors Inc.

Roseville, CA

AUM $2.4MTEAM 1REPS 1

Michael Waters Investment Advisers LLC

Oklahoma City, OK

AUM $2.4MREPS 1

Buttonwood Advisors, LLC

AUM $2.3MTEAM 2REPS 2

Brice Financial Advisors Inc

Miami, FL

AUM $2.3MTEAM 1REPS 1

Elite Investment Advisors, LLC

Clayton, MO

AUM $2.3MTEAM 1REPS 1

Peace Within Financial

AUM $2.3MTEAM 1REPS 1

Tradewinds Investment Advisors, LLC

AUM $2.3MTEAM 1REPS 1

Dream Catcher Financial Services, LLC

AUM $2.3MTEAM 1REPS 1

Fedway Financial LLC

Charlotte, NC

AUM $2.3MTEAM 1REPS 1

DP Grow LLC

Richmond, VA

AUM $2.3MTEAM 4REPS 2

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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