RIAs: Under $100M AUM

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

Orion-Archstone Asset Management Inc.

New York, NY

AUM $1.8MTEAM 1REPS 1

SD Perron & Co Investment Services

AUM $1.8MTEAM 1REPS 1

Right Path Financial Planning, L.L.C.

AUM $1.8MTEAM 1REPS 1

Capital360financial

Springfield, MO

AUM $1.8MTEAM 1REPS 1

Sharper Image Financial Services, LLC

AUM $1.8MTEAM 2REPS 2

Hannegan Wealth Management, LLC

Edgewood, KY

AUM $1.8MTEAM 1REPS 1

Haddon Group LLC

AUM $1.8MTEAM 1REPS 1

Sanguine Owl, Lc

AUM $1.8MTEAM 1REPS 1

1st & 3rd Investments LLC

AUM $1.8MTEAM 2REPS 2

Pluto Wealth Management

Woodridge, IL

AUM $1.8MTEAM 1REPS 1

Shadowfax Investments LLC

AUM $1.8MTEAM 2REPS 1

Synouvo Wealth Management, LLC

Miramar, FL

AUM $1.8MTEAM 1REPS 1

Educated Investors LLC

AUM $1.8MTEAM 1REPS 1

Swiss Alpine Wealth Management LLC

AUM $1.8MTEAM 1REPS 1

Piece Of Wealth Planning LLC

AUM $1.8MTEAM 2REPS 2

The Astraea Corporation

AUM $1.8MTEAM 1REPS 1

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

Disciplined Wealth Management, LLC

AUM $1.8MTEAM 2REPS 1

Integritas Semper, LLC

AUM $1.8MTEAM 1REPS 1

Gant Investment Advisors, Inc.

Toledo, OH

AUM $1.8MTEAM 1REPS 1

Vanda Advisers

AUM $1.8MTEAM 1REPS 1

Vestera Wealth LLC

AUM $1.7MTEAM 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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