RIAs: Under $100M AUM

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

Hackberry Capital Management

AUM $1.4MTEAM 1REPS 1

Discretionary Inc.

Reno, NV

AUM $1.4MTEAM 1REPS 1

The Wealth Collaborative

AUM $1.4MTEAM 3REPS 2

Hughes & Company Investment Advisory, LLC

AUM $1.4MTEAM 1REPS 1

Financial Lab

Decatur, GA

AUM $1.4MTEAM 1REPS 1

PL Wealth Advisors, LLC

Salt Lake City , UT

AUM $1.4MTEAM 10REPS 8

BAF Advisors Corp

Miami, FL

AUM $1.4MTEAM 2REPS 3

Roschman Capital Advisors, LLC

Fort Lauderdale, FL

AUM $1.4MTEAM 1REPS 1

Southmore Financial Advisory LLC

AUM $1.4MTEAM 1REPS 1

Calado Capital

New York, NY

AUM $1.4MTEAM 1REPS 1

Pendulum Asset Management, LLC

AUM $1.4MTEAM 1REPS 1

Your Money Matters Wealth Management, LLC

Sayre, PA

AUM $1.4MTEAM 2REPS 1

EM Financial Services, LLC

Miami, FL

AUM $1.4MTEAM 1REPS 2

Health & Wealth Works LLC

AUM $1.4MTEAM 1REPS 1

Mobjack Investments

AUM $1.4MTEAM 1REPS 1

Colab Capital

St George, UT

AUM $1.4MTEAM 2REPS 2

Quants Compete

Brentwood, TN

AUM $1.4MTEAM 1REPS 1

Forthright Partnerstm

AUM $1.4MTEAM 3REPS 3

Plain Talk Financial Planning, LLC

AUM $1.4MTEAM 1REPS 1

Desert Financial Advisers

AUM $1.4MTEAM 1REPS 1

Valley Regional Capital Management LLC

AUM $1.4MTEAM 1REPS 1

Seneca Wealth Advisors, LLC

Westport, CT

AUM $1.3MTEAM 1REPS 1

Sporl & Company

AUM $1.3MTEAM 1REPS 1

ESI Advisors

Ponce, PR

AUM $1.3MTEAM 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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