RIAs: Under $100M AUM

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

Maris Wealth Management LLC

AUM $2.3MTEAM 1REPS 1

Obar Wealth Management LLC

Lake Forest, IL

AUM $2.3MTEAM 1REPS 1

Cornerstone Asset Management, LLC

AUM $2.3MTEAM 1REPS 1

Fengcapital LLC

AUM $2.3MTEAM 1REPS 1

Dream Weaver Financial Planning LLC

AUM $2.3MTEAM 1REPS 1

Bedinghaus Financial Group, Inc

Clearwater, FL

AUM $2.3MTEAM 1REPS 1

Adestella Investment Management LLC

AUM $2.3MTEAM 1REPS 1

KWM Financial LLC

Portsmouth, NH

AUM $2.3MTEAM 1REPS 1

Orbital Management

Ardmore, PA

AUM $2.3MTEAM 1REPS 1

Still Waters Investment Strategies LLC

AUM $2.3MTEAM 1REPS 1

Northwest Income Investments, Inc

AUM $2.3MTEAM 1REPS 1

Replica Wealth Advisors Inc

Colorado Springs, CO

AUM $2.3MTEAM 1REPS 1

Cave, Inc.

AUM $2.3MTEAM 1REPS 1

Triangulum Wealth Management

AUM $2.3MTEAM 1REPS 1

Angel Legacy Advisors, LLC

Lubbock, TX

AUM $2.2MTEAM 1REPS 1

Harbor Horizon Financial, LLC

AUM $2.2MTEAM 1REPS 1

Shipwright Advisors

Burlington, VT

AUM $2.2MTEAM 1REPS 1

KRM Advisory Services

AUM $2.2MTEAM 1REPS 1

Encompass Financial Services

San Diego, CA

AUM $2.2MTEAM 1REPS 1

Falcon Royal Investment Management

AUM $2.2MTEAM 1REPS 1

Rational Frontier Advisors, LLC

AUM $2.2MTEAM 1REPS 1

NED Davis Research, Inc.

Sarasota, FL

AUM $2.2MTEAM 68REPS 20

Franson Financial LLC

Hayward, WI

AUM $2.2MTEAM 2REPS 2

Strait Direction Wealth Management

Lyndhurst, OH

AUM $2.2MTEAM 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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