RIAs: Under $100M AUM

12,907 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Soho Financial Services LLC

Montecito, CA

AUM $1.3MTEAM 2REPS 1

Rodino Wealth Management LLC

AUM $1.3MTEAM 1REPS 1

Huayu Tsu Investment Management

AUM $1.3MTEAM 1REPS 1

Truetide Wealth

AUM $1.3MTEAM 1REPS 1

Simmons Financial Services, Inc.

Richmond, MI

AUM $1.3MTEAM 2REPS 1

KRH Investments, LLC

AUM $1.3MTEAM 1REPS 1

Dark Horse LLC

AUM $1.3MTEAM 1REPS 1

CCM New Opportunities, LLC

Merriam, KS

AUM $1.3MTEAM 4REPS 4

Stravida Wealth LLC

Anaheim, CA

AUM $1.3MTEAM 1REPS 1

Green Wing Financial Solutions LLC

AUM $1.3MTEAM 1REPS 1

JFK Advisory Services, LLC

AUM $1.3MTEAM 1REPS 1

DO Wealth Different

Bentonville, AR

AUM $1.3MTEAM 1REPS 1

Golden Reed Wealth Management, LLC

Ocala, FL

AUM $1.3MTEAM 2REPS 2

Purvis Investments, Inc.

AUM $1.3MTEAM 1REPS 1

Everyplan Financial

AUM $1.3MTEAM 1REPS 1

Solid Rock Investment Advisory LLC

Cleveland, TN

AUM $1.3MTEAM 1REPS 1

FIA Services, Inc.

Navarre, FL

AUM $1.3MTEAM 1REPS 1

Kyso Financial

AUM $1.3MTEAM 1REPS 1

Crosscurrent Wealthmanagement, LLC

AUM $1.3MTEAM 1REPS 1

Potts, Hannah & Fischer Wealth Management Group, LLC

Indianapolis, IN

AUM $1.3MTEAM 1REPS 1

RMA Capital Management, LLC

AUM $1.3MTEAM 1REPS 1

Allvet Financial

AUM $1.3MTEAM 2REPS 2

Ambrosia Herb Tea, LLC

AUM $1.3MTEAM 1REPS 1

Budak Financial Group, LLC

AUM $1.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,233 FIRMS Over $5BReported AUM2,032 FIRMS

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