RIAs: Under $100M AUM

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

By The Square Investments

AUM $1.7MTEAM 1REPS 1

REG Capital Advisors

AUM $1.7MTEAM 1REPS 1

Velev Advisors

AUM $1.7MTEAM 1REPS 1

Eastmont LLC

AUM $1.7MTEAM 1REPS 1

Upside Lab Advisors Inc.

AUM $1.7MTEAM 1REPS 1

Trimingham Financial

AUM $1.7MTEAM 1REPS 1

HK Funds

AUM $1.7MTEAM 2REPS 2

Guttman Financial Planning

AUM $1.7MTEAM 1REPS 1

Todd Washburn Solutions, LLC

Durham, NC

AUM $1.7MTEAM 1REPS 1

Black Harbor Financial

AUM $1.7MTEAM 1REPS 1

Casmilner Consulting LLC

AUM $1.7MTEAM 1REPS 1

Peelle Wealth Management, LLC

San Diego, CA

AUM $1.7MTEAM 1REPS 1

Quality Financial Planning LLC

AUM $1.7MTEAM 1REPS 1

Affirmative Financial Services

AUM $1.7MTEAM 1REPS 1

Eppes Wealth Management

Satellite Beach, FL

AUM $1.7MTEAM 1REPS 1

Finance 180

AUM $1.7MTEAM 1REPS 1

RIM Group

Indianapolis, IN

AUM $1.7MTEAM 1REPS 1

Steven C. Nelson, Cfp

AUM $1.7MTEAM 1REPS 1

Vetta Investments

AUM $1.7MTEAM 1REPS 1

City Investment Advisors, Inc.

Langhorne, PA

AUM $1.6MTEAM 1REPS 1

Vesta Investment Advisors, LLC

AUM $1.6MTEAM 1REPS 1

Grow Planning, LLC

AUM $1.6MTEAM 1REPS 1

Barlow, Paul David

Laguna Hills, CA

AUM $1.6MTEAM 1REPS 1

Edward Wealth Partners

Lithia Springs, GA

AUM $1.6MTEAM 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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