RIAs: Under $100M AUM

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

Capital Advice, LLC

AUM $1.3MTEAM 1REPS 1

Larsen Financial Management

San Antonio, TX

AUM $1.3MTEAM 1REPS 1

Measured Money Maneuvers

AUM $1.3MTEAM 1REPS 1

Atai Capital Management LLC

AUM $1.3MTEAM 1REPS 1

Integrated Wealth Planners LLC

Oak Brook, IL

AUM $1.3MTEAM 1REPS 1

D'Arcy Wealth Management, Inc. - A California Corporation

AUM $1.3MTEAM 1REPS 2

Total Assets Management, Inc.

Lake Oswego, OR

AUM $1.3MTEAM 2REPS 2

Best Case Financial

Greencastle, IN

AUM $1.3MTEAM 1REPS 1

Clark Lewis

Oak Park, IL

AUM $1.3MTEAM 1REPS 1

Mastodon Capital Management, LLC

AUM $1.3MTEAM 1REPS 1

Wealth Iq

AUM $1.3MTEAM 1REPS 1

Baird Venture Partners Management Company III, LLC

Milwaukee, WI

AUM $1.3MTEAM 14REPS 6

Halieus Investment Advisors

Broadway, VA

AUM $1.3MTEAM 1REPS 1

Jaston Capital, LLC

AUM $1.3MTEAM 1REPS 1

Kellam Insurance and Financial Services LLC

AUM $1.3MTEAM 1REPS 1

Corcovado Investment Advisors, LLC

AUM $1.3MTEAM 1REPS 1

Avertrust Wealth LLC

AUM $1.3MTEAM 1REPS 1

Atip, Inc

AUM $1.3MTEAM 1REPS 1

Dominion Capital Management, LLC

Clinton, OK

AUM $1.3MTEAM 2REPS 1

Mountaintop Wealth

AUM $1.3MTEAM 1REPS 1

Ebbert Asset Management, LP

Knoxville, TN

AUM $1.3MTEAM 1REPS 1

Create My Wealth LLC

AUM $1.3MTEAM 1REPS 1

DNA Financial

Las Vegas, NV

AUM $1.3MTEAM 2REPS 1

Poise Investment Advisors

AUM $1.3MTEAM 4REPS 2

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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