RIAs: Under $100M AUM

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

Roud Financial Services, LLC

AUM $1.9MTEAM 1REPS 1

NU Paradigm Investment Partners L.L.C.

AUM $1.9MTEAM 2REPS 2

North Shore Wealth Management

Westford, MA

AUM $1.9MTEAM 1REPS 1

JSW Global Capital Group

Fresno, CA

AUM $1.9MTEAM 1REPS 1

Net Income LLC

Cheyenne, WY

AUM $1.9MTEAM 1REPS 1

Stebnicki Financial Planning

AUM $1.9MTEAM 1REPS 1

Daniel Ryan Financial LLC

AUM $1.9MTEAM 1REPS 1

Clearvue Financial

AUM $1.9MTEAM 1REPS 1

True North Wealth Management, LLC

AUM $1.9MTEAM 1REPS 1

SM Carlton Advisory

AUM $1.9MTEAM 1REPS 1

The Wealth Mastery, LLC

Palo Alto, CA

AUM $1.9MTEAM 1REPS 1

Quest Investment Firm

AUM $1.9MTEAM 1REPS 1

Basilic

Denver, CO

AUM $1.8MTEAM 1REPS 1

Faav

AUM $1.8MTEAM 2REPS 1

Central Point Wealth Management LLC

AUM $1.8MTEAM 1REPS 1

Pursuit Planning And Investments, LLC

AUM $1.8MTEAM 1REPS 1

New England Financial Services

Falmouth, ME

AUM $1.8MTEAM 2REPS 2

Solid Oak Advisory

Pittsburgh, PA

AUM $1.8MTEAM 1REPS 1

MP3 Finance LLC

Cameron Park, CA

AUM $1.8MTEAM 1REPS 1

Condata Group Inc

New York, NY

AUM $1.8MTEAM 3REPS 2

Riccio & Associates

AUM $1.8MTEAM 1REPS 2

Villaire Financial, LLC

AUM $1.8MTEAM 1REPS 1

Granite Financial Advisors, Inc.

AUM $1.8MTEAM 1REPS 3

Advisifi LLC

St Petersburg, FL

AUM $1.8MTEAM 6REPS 4

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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