RIAs: Under $100M AUM

12,861 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Affinity Financial, LLC

Millcreek, UT

AUM $1.8MTEAM 1REPS 1

Cornbelt Financial, LLC

Denver, CO

AUM $1.8MTEAM 4REPS 2

Boardwalk Wealth Management

Ann Arbor, MI

AUM $1.8MTEAM 1REPS 1

Preservation Wealth Management

King Of Prussia, PA

AUM $1.8MTEAM 1REPS 1

Disciplined Wealth Management, LLC

AUM $1.8MTEAM 2REPS 1

Integritas Semper, LLC

AUM $1.8MTEAM 1REPS 1

Vanda Advisers

AUM $1.8MTEAM 1REPS 1

Gant Investment Advisors, Inc.

Toledo, OH

AUM $1.8MTEAM 1REPS 1

Vestera Wealth LLC

AUM $1.7MTEAM 1REPS 1

Griffis Asset Management Company, LLC

Chiefland, FL

AUM $1.7MTEAM 1REPS 1

Blue Ridge Financial Services LLC

AUM $1.7MTEAM 1REPS 1

Fern Impact Advisors, LLC

Duluth, GA

AUM $1.7MTEAM 2REPS 2

Storehouse Advisory Group

AUM $1.7MTEAM 1REPS 1

Valor Advisers

Chicago, IL

AUM $1.7MTEAM 2REPS 1

AIM Advisors

AUM $1.7MTEAM 1REPS 2

Hilltop Planning

AUM $1.7MTEAM 1REPS 1

Proper Money Management LLC

AUM $1.7MTEAM 3REPS 2

Creative Retirement Planning, Inc.

Sequim, WA

AUM $1.7MTEAM 1REPS 1

Pinestar Capital Advisors LLC

AUM $1.7MTEAM 1REPS 1

Fiduciary Planners

AUM $1.7MTEAM 1REPS 1

DPM Wealth Management, Inc.

AUM $1.7MTEAM 1REPS 1

Retirement Plans, LLC

AUM $1.7MTEAM 1REPS 1

Insight Advisors, LLC

Los Angeles, CA

AUM $1.7MTEAM 1REPS 1

VM. Group

Pensacola, FL

AUM $1.7MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

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